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Business & Finance

As a manager of the Fortune 500 company selected in one, you need to be able to determine larger funding sources by creating a financial plan to help reduce duplication of resources, identify requirements and risks, and determine various financing options. Completing this planning is an essential step for all businesses to take if they want to succeed.

You decide to create a financial plan for leaders of the Fortune 500 company selected in week one to help distinguish between sources, requirements, and risks associated with various types of long- and short-term financing capital structure that your company can potentially use in the future.

Assessment Deliverable

Draft a 3- to 4-page financial plan for your company. This plan should include sections for a business case and profit-and-loss statements for 2024, 2025, and 2026. Include the following items:

A business case that includes a description, type of business, and sources of funding
Note: Use your Wk 5 Assessment Prep: Business Case Research assignment and feedback.
A profit-and-loss statement for a 3-year period (2024, 2025, and 2026).
Project revenue for 2024, 2025, and 2026. State realistic assumptions, such as growth per year, in your projections.
Estimate direct costs, including capital, marketing, labor, and supply, for 2024, 2025, and 2026.
A conclusion that includes an explanation of what working through a financial plan can do for a company.

Full Answer Section

Business Case

Description

The company is a leading provider of [product or service]. The company has a strong track record of profitability and growth. The company is well-positioned to continue to grow in the future due to its strong market position, innovative products and services, and experienced management team.

Type of Business

The company is a [industry] company. The company sells its products and services to [customer type]. The company's products and services are used in a variety of applications, including [list of applications].

Sources of Funding

The company has a variety of sources of funding, including:

Debt financing
Equity financing
Internal funds

Profit-and-Loss Statements

The following table shows the company's projected profit-and-loss statements for the next three years:

Year	Revenue	Direct Costs	Gross Profit	Operating Expenses	Net Income
2024	$100,000,000	$60,000,000	$40,000,000	$20,000,000	$20,000,000
2025	$120,000,000	$72,000,000	$48,000,000	$24,000,000	$24,000,000
2026	$144,000,000	$86,400,000	$57,600,000	$28,800,000	$28,800,000

Assumptions

The following assumptions were used to develop the projected profit-and-loss statements:

Revenue growth of 20% per year
Direct costs as a percentage of revenue of 60%
Operating expenses as a percentage of revenue of 20%

Conclusion

Working through a financial plan can help a company in a number of ways, including:

Identifying funding needs
Tracking financial performance
Making informed financial decisions
Improving accountability

I hope this sample financial plan is helpful. Please let me know if you have any questions.

Sample Answer

Financial Plan

Executive Summary

This financial plan outlines the company's projected financial performance for the next three years (2024-2026). The plan includes a business case, profit-and-loss statements, and an explanation of the benefits of working through a financial plan.