The founder and sole shareholder of a financial planning firm must decide whether to hire a fresh advisor or purchase a block of business from another financial coordinator. Students are asked to perform an industry analysis, a corporate size-up and consumer analysis.
Pupils are also required to finish a statement of a differential evaluation, a financial ratio analysis and cash flows. Students prepare projected financial statements and must design a marketing plan.
PUBLICATION DATE: June 22, 2009 PRODUCT #: 909B10-HCB-ENG
This is just an excerpt. This case is about FINANCE & ACCOUNTING