Teaching note for product W44210.

Teaching note for product W44011.

A son asked his mother for a $75,000 loan, split into a personal loan to buy Country Pizza, and a professional loan to upgrade appliances, storage cabinets, and lighting fixtures. His mother had to decide if her son was capable of running a business, as he had no past business experience besides managing Country Pizza for the past three years. <br><br>Students will take on the role of the mother and decide how to navigate granting or not .....more

In January 2024, an account manager at Devos National Bank was reviewing a request for a $35,000 long-term loan and a $20,000 working capital loan for Malibu Restaurant, a diner located in Centralia, Ontario. The funds were needed to build an outdoor patio for the diner, which would improve its capacity and further bolster the community atmosphere that the owner had curated. While the owner was extremely driven, the account manager was hesitant to .....more

Teaching note for product W42608.

In February 2024, Chateau des Charmes, a winery in Niagara-on-the-Lake, was planning the introduction of a new product offering. Beautiful Brunch would be a breakfast-themed wine and food pairing that would be offered earlier in the day. Director of hospitality, Martin Lindqvist, was aiming to generate CA$45,000 in sales from Beautiful Brunch in its first three months and needed to create a comprehensive marketing plan, including decisions on price, .....more

Teaching note for product W42297.

Teaching note for product W39688.

In May 2024, Vernon Burke, owner and chief operating officer of Burke Family Farms, was deciding which of three options would be best for his cash crop operations when his existing combine harvester lease came to an end in two months. He could buy out his lease, buy a used combine, or outsource the work and pay another farmer to harvest his crops.

Teaching note for product W40164.