Teaching note for product 9B13N009.

A retiring professor must establish a comprehensive financial plan that enables him and his wife to achieve their target lifestyle. In preparing this plan, they devise a budget and a travel agenda and then determine whether they can achieve these outlays and, if so, what risks are involved and how they might manage these risks. They must consider the optimal mix of debt and equity, domestic and foreign currencies, and short- and long-term debt is .....more

The chief executive officer of a financial institution must decide whether or not to grant a $3 million loan to an investor in mutual funds. The financial institution makes loans of $2 for every $1 invested in mutual funds to qualified investors. The issue here is to determine whether the risks associated with this loan application justify the investment. The case involves assessing the various risks associated with the loan, including the credit .....more

Teaching note for product 9B12N009.

Young Man Inc., a new clothing retail store, has completed its first year of operations effective May 31, 2012. The owner is anxious to know how the company has performed financially and to assess this performance. Based on the case information, the first fiscal year's financial statements (income statement and statement of financial position) must be prepared along with an assessment of performance.

Everything Rattan has approached its bank for a loan. The bank needs to analyze the loan request and prepare a collateral analysis for the situation.

The Good Night Motel is considering offering special pricing for a two-day church convention event involving 20 rooms. This requires the owner to perform contribution analysis, sensitivity analysis, and some qualitative analysis.

Teaching note for product 9B12N008.

Teaching note for product 9B12B014.

Spreadsheet for product 9A98N014.