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Best Financial Services Inc.

Elizabeth M.A. Grasby; Ian Dunn

商品編號:9B09B010
出版日期:2009/06/26
再版日期:2010/05/18
商品來源:Ivey
商品主題:Accounting; Entrepreneurship
商品類型:Case (Field)
涵蓋議題:Marketing Planning;Growth Strategy;Cost/Benefit Analysis
難易度:1 - Introductory
內容長度:15 頁
地域:Canada
產業:Security and Commodity Brokers; Dealers
事件年度:2008

The founder and sole shareholder of a financial planning company must decide whether to hire a new advisor or purchase a block of business from another financial planner. Students are asked to perform an industry analysis, a corporate size-up and consumer analysis. Students are also required to complete a statement of cash flows, a financial ratio analysis and a differential analysis. Students must design a marketing plan and prepare projected financial statements.

教學手冊:8B09B10
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