Founder and sole shareholder of the finance company, planning to decide whether to hire a new expert or purchase a block of business from another financial planner. Students were asked to perform industry analysis, analysis of enterprise sizes and consumers. Students must also complete a statement of cash flows, financial analysis, ratios and differential analysis. Students need to develop a marketing plan and prepare forecasts of financial statements. "Hide
by Elizabeth M. Grasby, Ian Dunn Source: Richard Ivey School of Business Foundation 15 pages. Publication Date: June 22, 2009. Prod. #: 909B10-PDF-ENG
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