COMPANY REPORT: COMPANY, INDUSTRY, AND ECONOMIC ANALYSIS ASSIGNMENT INSTRUCTIONS
OVERVIEW
A business valuation report is a typical work product of a professional business appraisal done for a small business
client. The report documents the important elements of the business valuation that meet the client’s objectives while
providing consistent and accurate results. Over the next few weeks, you will create a complete valuation report for your chosen
company. This process will be divided into three parts:
1. Company, Industry, and Economic Analysis
2. Financial Statement and Company Risk Analysis
3. Valuation Estimates and Recommendations
NOTE WELL: FOR ALL PARTS OF THIS ASSIGNMENT IGNORE THE COMPANY’S STOCK PRICE. YOU SHOULD ASSUME
THAT YOUR COMPANY IS PRIVATE (I.E., STOCK DOES NOT TRADE ON AN EXCHANGE) AND THUS YOU DO NOT KNOW THE
PRICE OF THE COMPANY’S STOCK OR THE MARKET VALUE OF THE COMPANY (THAT IS WHAT YOU WILL
ULTIMATELY ESTIMATE). THE REASON YOU ARE USING A “REAL” COMPANY FOR THIS REPORT IS TO OBTAIN
FINANCIAL DATA THAT IS FREE AND MOST LIKELY FAIRLY RELIABLE/ACCURATE.
INSTRUCTIONS
For this assignment, you must write the first part of the complete valuation report. This section of the report discusses the company, the industry in which the company operates, and the economic outlook that may impact the company’s value. The following
three major topics (i.e., Business Description, Industry and Trends, and Economic Outlook) must be included in your paper (the bullet point items under each topic are suggestions; you may discuss all, some of these items, or completely different items):
Business Description
• Description of the company, its industry, size, and location
• Brief history of the business from its inception to the current period
• Nature of the Business
• Products or Services
• Key markets served
• Key customers and/or suppliers
• Marketing strategies
• Key competitive strengths/weaknesses/protections/exposures
• Business risks
• Other
Industry and Trends
• Major competitors
• Growth prospects
• Potential threats and benefits for the overall industry
• Other
Economic Outlook
• GDP, inflation, interest rate, unemployment, and other forecasts
• Commodity prices and exchange rates
• The political environment
• Potential business tax rate changes
• The overall state of business investment and capital spending
• Other
The items you choose to discuss for each major topic depend on your company and what you believe is important to the valuation of the business.
• Assignment length: At least 10 pages, double-spaced (excluding title page and references) in current APA format.
• Number of citations: At least 6 (with a minimum of 2 articles per major topic). Remember: any article/source listed in
your references must be cited at least once in your paper.
• Accepted sources: Books or other scholarly/professional sources. Remember, Investopedia, Wikipedia, websites, periodicals (e.g., newspapers, magazines, newsletters), and blogs are not scholarly/professional sources. You can use these
in your paper (if properly cited), but they do not count toward the required number of citations.
Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.
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