Yeti in 2020: Case Analysis and CEO Report

by | Nov 27, 2022 | Financial Management

Please complete the assignment following the Case Analysis Guidelines (Individual part). (2 parts required: the Appendix and the CEO report based on your finished appendix)
Part 8 of the Appendix — Financial Analysis needs the most attention as you must calculate on the provided template. When all calculations are done, you will have to screenshot the work and add it to your main paper under the F/A part. (Please see a Group Case for your reference)
After you have done with the Appendix (14 pages max), please complete the CEO report (1500 words max) based on the Appendix).
I make the payment for 18 pages (14 pages – Appendix and four pages – CEO report), and I think it should be enough. If you need more than that, please let me know.
I’ve also provided the following docs for your reference:
(*) YETI CASE
– Case Analysis Guideline
– Yeti Case Study
– Financial Analysis Template
– In-class Slides (Ch1-10)
(**) SPOTIFY – This is what I have done for the Spotify case (including the Appendix and the F/A Template, the CEO report could be provided later on when I’ve done it – I’ll provide the CEO report from a different company for your reference)
– Group Case Analysis (Spotify – This is the best reference, and the format of what you will be doing should be the same)
– Spotify Case Study
– Spotify – F/A Template
– CEO report (other company – Peloton)
(***) If you require the textbook, please let me know. I’ll try to help you assess it, but I think the slides include pretty much the textbook material.

Week 9 Assignment – Develop and Recommend a Retirement Plan

by | Nov 26, 2022 | Financial Management

Week 9 Assignment – Develop and Recommend a Retirement Plan
Overview
In this assignment, you will recommend a personal retirement plan for a client that you identify. Support your recommendation to the client by explaining how the plan meets the client’s needs and mitigates risk. In addition to the required page total, include the required appendices. Required appendices may be tables, pie charts, and/or other appropriate figures.
Scenario
This week, you continue in the role of retirement planner you took on for the Week 7 assignment. You will identify a client, create a retirement plan that meets that client’s needs, and recommend the plan to the client.
Instructions
In a 3 page paper, complete the following:
Identify a person, couple, or family for whom you are creating the plan. Describe the person, couple, or family (no name is required, but it can be you, someone else, or someone you imagine). Each of the following items is important because your recommendations must align to them:
Include the factors that are important to know when developing a retirement plan (age, marital status, number of dependents, health, life expectancy, and other sources of income such as social security and pensions).
Identify a desired age of retirement and retirement income (assume these were provided by the client).
Describe the client’s personal risk tolerance (assume this information was provided by the client).  
Develop a personal retirement plan that identifies required savings before retirement and planned savings and withdrawals before and after retirement. Support your explanation of this plan with the following appendices:
Annual and monthly savings before retirement (in addition to the required page total).
Annual and monthly withdrawals after retirement (in addition to the required page total).
Recommend asset allocations that mitigate risk based on client’s profile, such as age, marital status, and personal risk tolerance, and based on the riskiness of the assets. Provide the following appendix to support the original and changing allocation of asset classes:
Asset allocation over the life of the plan (in addition to the required page total).
Use 5–6 sources to support your writing. Choose sources that are credible, relevant, and appropriate. Cite each source listed on your source page at least one time within your assignment. For help with research, writing, and citation, access the library or review library guides.

New revision

by | Nov 25, 2022 | Financial Management

Hello, here is the assignment that you’ve did. But I need some of revision need to be change on the both assignment.

On the Week 5 DQ 1, everything looks okay but just adding one more graph. My professor asked us to put two graph on the paper.
For the CLA 1 Assignment, he asked us to use 6 academic sources so just add one academic sources.
– Please mark Part 1 and Part 2 on the paper
Some of new direction will add end of today. I will provide you screenshot for the CLA 1 assignment.

Company Financing – Raytheon Technologies and Lockheed Martin

by | Nov 21, 2022 | Financial Management

Cover the capital structure, dividend policy, and other financing questions regarding Raytheon Technologies and Lockheed Martin. The primary goal of this is to answer the question: “should we invest in these companies?” as if they were a ‘project’ you were evaluating.
What types of financing does the company use? Where do they exist on the all debt to all equity spectrum and how does that compare?
What advantages and disadvantages do you see for this company from its debt load?
What is the optimal debt ratio for the company? How different is this from the actual debt ratio?
If you have insights on how debt for this company should be structured, please share them.
How (if any) has the company returned cash to its shareholders? How does this compare to the amount of cash generated over the last few years? What, if anything, does this tell you about the internal prospects for growth at the company? Does this align with your conclusions about project returns vs cost of capital?
Do you believe the company has accumulated enough cash it should be returning cash to shareholders? If so, how do you recommend that the company do so?
Do you recommend the company change its policy on returning cash to shareholders? If so, how?