Analyzing Pro Forma Statements Assignment

** this is for a graduate level corporate finance course**

Decide upon an initiative you want to implement that would increase sales over the next five years, (for example, market another product, corporate expansion, and so on).

Using the sample financial statements, create pro forma statements of five year projections that are clear, concise, and easy to read. Be sure to double check the calculations in your pro forma statements. Make assumptions that support each line item increase or decrease for your forecasted statements.fin571_r7_xyz_balance_sheet.pdf fin571_r7_xyz_p_and_l.pdf

Discuss and interpret the financials in relation to the initiative. Make recommendations on potential discretionary financing needs.

Write a 350 – 700 word analysis of the company’s short term and long term financing needs and determine strategies for the company to manage working capital.

**please see attached samples of statements**

*************GRADING RUBRIC********

Content 70 Percent Pro forma statements are calculated correctly. Pro forma statements are clear, concise, and easy to read. Short- and long-term financing needs are addressed. The paper is no more than 700 words in length.

Writing Guidelines 30 Percent The paper – including tables and graphs, headings, title page, and reference page – is consistent with APA formatting guidelines and meets course – level requirements. Intellectual property is recognized with in-text citations and a reference page. Paragraph and sentence transitions are present, logical, and maintain the flow throughout the paper. Sentences are complete, clear, and concise. Rules of grammar and usage are followed including spelling and punctuation.