• Overview of product/service, and a review of potential changes to be made

Business background section [30 marks]

• Introduction

• Chairman’s statement

• Overview of product/service, and a review of potential changes to be made

• A review of the relationship between the business and its stakeholder groups.

(2) Financials Section [30 marks]

• 12 month Income statement

• Balance sheet as at the end of the year

• Cash flow statement,  

• Budgets as appropriate including project capital budgets

• Appropriate financial ratios, and an assessment of their value

(3) Future developments [30 marks]

• Sources of finance actual and potential statement,  

• Company mission statements

 

The review is to be accompanied with appendices, which show

• Monthly production sales and profit figures [for 12 months]

• Monthly cash flows into and out of the business [for 12 months]

• Capital/loan requirements and timing 

• Marketing/product/ customer analysis. Note this is your  analysis based on any research carried out by you or on your behalf.

 


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