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Prepare a financial plan for the company you select for your business plan. This financial plan will be included in your final business plan in your capstone course.
Describe the business, including the type of business.
Create the business case.
- Determine why funding is needed for the company.
- Determine the sources of funding. Consider self-funding, borrowing, equity, venture capital, etc.
- Evaluate the requirements of each funding source you determined appropriate.
- Analyze the associated risks of each funding source.
- Decide which sources are the best fit for your company based on the requirements of each. Justify your decision.
- Estimate the cost of capital for both short-term and long-term funding sources. Research current estimated APRs for your selected sources of funding. Consider creating a table or chart to display this information.
- All the above items should be submitted via an MS Word document (700 to 1050 words is the minimum range)
Cite a minimum of three references with in-text citations. Note the following regarding written paper assignments:
It should not have to be re-stated, but remember ALL written paper assignments are required to have a reference page AND citations in the body of the text representing all references. A paper with no references OR no citations is considered a form of plagiarism and will result in zero points. Also remember, in text citations are not just for quoted material.
Create a profit-and-loss statement for a 3-year period. Project revenue, stating realistic assumptions, such as growth per year, in your projections.
Estimate direct costs, including capital, marketing, labor, and supply costs.
Spreadsheet — the above two items should be done via a MS Excel Spreadsheet (please show your work in the cell background when calculations are involved.
Format your citations according to APA guidelines.
Submit your assignment (one spreadsheet and one document — no pdf files please).
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Grading Rubric: This Item Is Graded with A Rubric
Determine sources of funding. Consider self-funding, borrowing, equity, venture capital, etc.
Accomplished
Determination of sources of funding such as self-funding, borrowing, equity, venture capital, etc. was comprehensive.
2.
Accomplished
Comprehensively estimated the cost of capital including current APRs for selected sources.
3.
3. Create a profit-and-loss statement for a 3-year period. Project revenue. State any realistic assumptions, such as growth per year, in your projections.
Accomplished
Created a fully complete profit-and-loss statement for a 3-year period including revenue projections and stated assumptions.
4.
4. Estimate direct costs, including capital, marketing, labor, and supply costs.
Accomplished
Comprehensively estimated direct costs.
5.
5. Mechanics: Spelling, capitalization, hyphens (connecting words), numbers, abbreviations
Accomplished
Accurate application of mechanical conventions enhanced the content.
6. Information Literacy
Accomplished
Fully integrated relevant supporting evidence from quality sources.
