Best Financial Services Inc.
The founder and sole shareholder of a financial planning company must decide whether to hire a new advisor or purchase a block of business from another financial planner. Students are asked to perform an industry analysis, a corporate size-up and consumer analysis. Students are also required to complete a statement of cash flows, a financial ratio analysis and a differential analysis. Students must design a marketing plan and prepare projected financial statements.
Collection: Ivey Business School (Canada)
Ref: IVEY-9B09B010-E
Format: PDF
Number of pages: 15
Publication Date: Jun 26, 2009
Language: English
Review date: May 18, 2010
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Description
The founder and sole shareholder of a financial planning company must decide whether to hire a new advisor or purchase a block of business from another financial planner. Students are asked to perform an industry analysis, a corporate size-up and consumer analysis. Students are also required to complete a statement of cash flows, a financial ratio analysis and a differential analysis. Students must design a marketing plan and prepare projected financial statements.
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Year: 2008
Geographic Setting: Canada
Industry Setting: Finance and Insurance;
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