Category: Financial Management

Final Project
Your Financial Situation and Plans
Reflect on all that you have learned in this course. Summarize your financial situation and plans. Be sure to include plans for budgeting, saving, debt and credit, taxes and insurance, investing, retirement and estate planning. Additionally, describe your future career goals and what steps you need to take reach those goals, including plans to pursue a degree in higher education.
Criteria:
· The requirements below must be met for your paper to be accepted and graded:
· Write a minimum of 400 words (approximately 2 pages) using Microsoft Word.
· Attempt APA style.
· Use font size 12 and 1” margins.
· Include cover page and reference page.
· At least 60% of your paper must be original content/writing.
· No more than 40% of your content/information may come from references.
· Use at least two references from outside the course material, preferably from EBSCOhost.
· Text book, lectures, and other materials in the course may be used, but are not counted toward the two reference requirement.
· Reference material (data, dates, graphs, quotes, paraphrased words, values, etc.) must be identified in the paper and listed on a reference page.
· Reference material (data, dates, graphs, quotes, paraphrased words, values, etc.) must come from sources such as, scholarly journals found in EBSCOhost, online newspapers such as The Wall Street Journal, government websites, etc.
· Sources such as Wikis, Yahoo Answers, eHow, etc. are not acceptable.
In text citations necessary also.

Communicate the impact of mathematical results in a discipline specific situation.
A foodservice operation’s income statement provides important financial information regarding the results of operations for a stated period of time, usually one month.
Some foodservice operators refer to the income statement by its full name: the Statement of Income and Expense, or the Statement of Income. Others refer to the income statement as the “Profit and Loss” Statement or P&L. Regardless of the name used, income statement information is developed through a recordkeeping process mandated by the manager, owner, or foodservice company.
At the end of each accounting period, other standardized and generally accepted accounting principles (GAAP) are used by an operation’s accountants to ensure the accounting methods used accurately reflect the operation’s financial activities. Since the income statement reveals operating results, it is an important measure of the effectiveness and efficiency of management. A later section this unit’s reading examines some common financial ratios used to evaluate management’s effectiveness. Many of the numbers needed to calculate important ratios come from the income statement (Ninemeier, 2022).
Reference
Ninemeier, J. D., & Hayes, D. K. (2022). Management of food and beverage operations (7th ed.). American Hotel & Lodging Educational Institute.
Assignment Checklist:
Download the Microsoft Excel® Profit and Loss Statement template and save it as TH213_Unit 10_YourLastName.
Input the following figures:
“Revenue” for Food $35,000
“Revenue” for Beverage $25,000
“Cost of Food Sales” $15,000
“Cost of Beverage” $5,000
“Total Labor Cost” $6,700
“Total Other Expenses” $2,200
Calculate the following in the cost ($) column:
Total Food and Beverage Revenue
Total Cost of Food and Beverage Sales
Gross Profit
Total Expenses
Departmental Profit
Calculate the following in the percentage (%) column:
Food
Beverage
Total Food and Beverage Revenue
Cost of Food Sales
Cost Beverage Sales
Total Cost of Food and Beverage Sales
Total Labor Cost
Total Other Expenses
Total Expenses
Discuss three primary purposes of an Profit and Loss Statement in the food and beverage industry with supporting details.
Directions:
Input the figures provided in the Microsoft Word file into the P & L Statement.
Type 35000 in Cell B6
Type 25000 in Cell B7
Type 15000 in Cell B11
Type 5000 in Cell B12
Type 6700 in Cell B16
Type 2200 in Cell B17
Calculate the following in the $ column:
Type =B7+B6 in cell B8
Type =B11+B12 in cell B13
Type =B8-B13 in cell B14
Type =B16+B17 in cell B18
Type =B14-B18 in cell B19
Calculate the following in the % column:
Type =B6/B8 in cell C6
Type =B7/B8 in cell C7
Type =C7+C6 in cell C8
Type =B11/B13 in cell C11
Type =B12/B13 in cell C12
Type =C12+C11 in cell C13
Type =B16/B18 in cell C16
Type =B17/B18 in cell C17
Type =C17+C16 in cell C18
Access the submission guidelines and rubric on Tab 3.
Besides the profit and loss statement submission, you should submit a paper that must include an introduction and conclusion. The paper should be a minimum of 250 words in length using an 11- or 12-point sans serif font such as Ariel. Additionally, you must include a reference page, and your references and citations must use the current APA format and citation style. For assistance writing a paper, please see the Academic Writer link under Academic Tools.
Reference your course textbook and at least one additional reliable and/or scholarly source.
Submit your completed assignment to the Unit 10 Assignment Dropbox. Assignments are due Tuesday at 11:59 p.m. ET of their assigned unit.
Preview the Unit 10 Assignment rubric.
Criterion 1 (30%)
Level III Max Points
18 points
Level II Max Points
15.3 points
Level I Max Points
10.8 points
Not Present
0 points
Criterion Score
Calculate the $ Column
Includes all of the below items in a completed profit and loss statement:
Inputs and calculates accurately the following in the cost ($) column:
Food
Beverage
Total food and beverage revenue
Cost of food sales
Cost of beverage sales
Total cost of food and beverage sales
Gross profit
Total labor cost
Total other expenses
Total expenses
Departmental profit
Includes 10 of the below items in a completed profit and loss statement:
Inputs and calculates accurately the following in the cost ($) column:
Food
Beverage
Total food and beverage revenue
Cost of food sales
Cost of beverage sales
Total cost of food and beverage sales
Gross profit
Total labor cost
Total other expenses
Total expenses
Departmental profit
Includes nine or less of the below items in a completed profit and loss statement:
Inputs and calculates accurately the following in the cost ($) column:
Food
Beverage
Total food and beverage revenue
Cost of food sales
Cost of beverage sales
Total cost of food and beverage sales
Gross profit
Total labor cost
Total other expenses
Total expenses
Departmental profit
Does not meet sufficient criteria.
Score of Calculate the $ Column,
/ 18
Criterion 2 (30%)
Level III Max Points
18 points
Level II Max Points
15.3 points
Level I Max Points
10.8 points
Not Present
0 points
Criterion Score
Calculate the % Column
Calculates all of the following accurately in the percentage (%) column:
Food
Beverage
Total food and beverage revenue
Cost of food sales
Cost beverage sales
Total cost of food and beverage sales
Total labor cost
Total other expenses
Total expenses  
Calculates eight of the following accurately in the percentage (%) column:
Food
Beverage
Total food and beverage revenue
Cost of food sales
Cost beverage sales
Total cost of food and beverage sales
Total labor cost
Total other expenses
Total expenses  
Calculates seven or less of the following accurately in the percentage (%) column:
Food
Beverage
Total food and beverage revenue
Cost of food sales
Cost beverage sales
Total cost of food and beverage sales
Total labor cost
Total other expenses
Total expenses  
Does not meet sufficient criteria.
Score of Calculate the % Column,
/ 18
Criterion 3 (20%)
Level III Max Points
12 points
Level II Max Points
10.2 points
Level I Max Points
7.2 points
Not Present
0 points
Criterion Score
Income Statement Purpose
Meets all criteria:
In a 250-word paper:
Discusses three primary purposes of a profit and loss statement with supporting details.
Meets all criteria:
In a 250-word paper:
Discusses two primary purposes of a profit and loss statement with supporting details.
Meets all criteria:
In a 250-word paper:
Discusses one primary purpose of a profit and loss statement with supporting details.
Does not meet any criteria.
Score of Income Statement Purpose,
/ 12
Criterion 4 (10%)
Level III Max Points
6 points
Level II Max Points
5.1 points
Level I Max Points
3.6 points
Not Present
0 points
Criterion Score
APA Style
Meets all criteria:
Applies APA style to in-text citations with minor errors.
Applies APA style to references, with minor to no errors.
References the course textbook and at least one additional reliable and/or scholarly source.
Meets two criteria:
Applies APA style to in-text citations with minor errors.
Applies APA style to references, with minor to no errors.
References the course textbook and at least one additional reliable and/or scholarly source.
Meets one criterion:
Applies APA style to in-text citations with minor errors.
Applies APA style to references, with minor to no errors.
References the course textbook and at least one additional reliable and/or scholarly source.
Does not meet any criteria.
Score of APA Style,
/ 6
Criterion 5 (10%)
Level III Max Points
6 points
Level II Max Points
5.1 points
Level I Max Points
3.6 points
Not Present
0 points
Criterion Score
Writing Conventions
Meets all criteria:
Writing is focused, concise, and organized in an informative essay format.
Articulates at a college level in a 250-word paper. Few or no grammar or punctuation errors.
Uses non-offensive, inclusive, and respectful language.
Includes a title page, introduction, body, and conclusion.
Meets three criteria:
Writing is focused, concise, and organized in an informative essay format.
Articulates at a college level in a 250-word paper. Few or no grammar or punctuation errors.
Uses non-offensive, inclusive, and respectful language.
Includes a title page, introduction, body, and conclusion.
Meets two criteria:
Writing is focused, concise, and organized in an informative essay format.
Articulates at a college level in a 250-word paper. Few or no grammar or punctuation errors.
Uses non-offensive, inclusive, and respectful language.
Includes a title page, introduction, body, and conclusion.
Does not meet sufficient criteria.
Score of Writing Conventions,
/ 6
Total
Score of TH213 Unit 10 Assignment Rubric,
/ 60
Overall Score
Level III
51.001 points minimum
Level II
36.001 points minimum
Level I
0.001 points minimum
Not Present
0 points minimum

Assignment 1A: Financial Analysis Snapshot and Initial Findings
Due: Week 4 (10% of Final Grade)
Overview
A critical financial accounting skill is the ability to read, analyze, and make actionable decisions from published financial statements. Business leaders gain valuable information from the annual reports of direct competitors, companies that operate in similar fields, and companies in which they are considering an investment or partnership.
Instructions
You are the CFO of a leading real estate development company, Stanton Properties, Inc. Stanton Properties plans to add a new strategic partner in the physical fitness business to its master planned community (MPC) division. Tom Presley, General Manager (GM) of the MPC division, has asked for your assistance in performing a financial analysis and recommend the new physical fitness industry partner. The GM has narrowed the list of potential partners down to two firms, Planet Fitness, Inc. (NYSE: PLNT) and Life Time Group Holdings, Inc. (NYSE: LTH). Both companies use a December fiscal year-end and report their financial statements in thousands of dollars. The analysis period is from 2019 through 2022. Jose Diaz, the CEO, and your boss has specifically asked for a financial analysis of four key areas: Profitability, Short-Term Liquidity, Debt Management, and Cash Flow. You have decided to organize your work into TWO components:
Part A: Financial Analysis Snapshot and Initial Findings using data from the companies’ annual reports (Due: Sunday, midnight of Week 4; worth

I need to present this to the class so throughly explain. Hammer home the issue we are addressing early and often.
Talk about the main issue of the case. what they think the issue is and then touch on Meyer and Suchecki. Also ask how they think Rollo Von Muur is affecting decision making and speed of action with his stock buy of 10%.
what they know about hurdle rate and how it comes into decision making within the firm.
splitting the divisions to have multiple hurdle rates due to different industry risk levels (refer to excel to show that) or if the entire business should have the same hurdle rate.
Explain splitting into two hurdle rates would make sense due to the nature of the two divisions being so inherently different.
Move into talking about how the weights would change in the WACC if we invested the $1
Billion into either division, food or instrument.
Ask Everyone which division they believe the money should be invested into and why.
Transition that into talking about EVA
Show the calculations for EVA for investing the money into each division in order to make a decision.
Ask the class which investment makes more sense and who they believe is correct.
answer these questions as if they were asking me these companies

Please, review the question below, and write a 2-3 paragraph essay, answering the question in your own words. Use any outside sources you consider relevant.
What is the difference between operating leverage and financial leverage?

WHATS THE ISSUE? EXPLAIN EACH SLIDE. And the difference between each year and then explain how I got each answer in the last two slides. Do comparable please. Im going to explain this to the class so im going to read off the paper. Hammer home the issue we are addressing early and often
ex-1 rates
ex-2 fin data
sol-1 Wacc explain how I did this
sol-2 Wacc comparables- explain how I did this

You will submit a research paper that analyzes an organization’s financial status by examining the financial statements that are publicly available through an online inquiry. A publicly-traded organization will be the foundation of this research paper. Possible organizations and industries to choose from include software development, retail, hospitality, the payment card industry, energy & utilities, and healthcare. You will apply knowledge acquired in the course and the research paper should follow APA formatting style. Audience: upper-level business students.
Project Prompt
Write a 1,000-1,200-word analysis discussing a company’s financial situation by evaluating corporate financial data. Select a publicly-traded organization and analyze the company’s key financial statements from the most recent year.
Balance sheet
Income statement
Cash flow statement (The statements may be found in a recent annual report; in the company’s 10K filing on the SEC’s EDGAR database; or from other sources.)
Explain the purpose of each of the three corporate financial statements and describe the data categories within each statement based on concepts studied in the course. Analyze the data in each financial statement (balance, income, cash flow) and explain what the financial data indicates regarding the financial position of the corporation. You may refer to the course material for supporting evidence, but you must also use at least three credible, outside sources and cite them using APA format. Please include a mix of both primary and secondary sources, with at least one source from a scholarly peer-reviewed journal. If you use any Study.com lessons as sources, please also cite them in APA (including the lesson title and instructor’s name).
Primary sources are first-hand accounts such as interviews, advertisements, speeches, company documents, statements, and press releases published by the company in question.
Secondary sources come from peer-reviewed scholarly journals, such as the Journal of Management. You may use like JSTOR, Google Scholar, and Social Science Research Network to find articles from these journals. Secondary sources may also come from reputable websites with .gov, .edu, or .org in the domain. (Wikipedia is not a reputable source, though the sources listed in Wikipedia articles may be acceptable.)

To answer this assignment properly you will need to follow the below steps;
– You must read and understand the case study and to refer to the remaining shared documents.
– Go over the “Assignment brief” document to see all the questions that needs to be answered on the paper and ensure to use credible source when answering the questions.
– in Question (v) you don’t have to conduct the valuation of Ferrari. You just need to assess Ferrari’s issue price in the light of the information provided and discussed in the case study. – The last part of the assignment (question viii) relates to the topic of capital structure. – Answer all questions in Q&A format; meaning you will need to state the question in he paper and provide its answer. (note the word counts of the questions are excluded from the required word counts for the paper which is 2500-2750).
– You must use credible sources such as financial press or journal articles. Also, utilize different concept and theories by referring to a book inside the link here; (https://shorturl.at/qBR68). use at lease 4 reference from this book. – Please let me know if you have any questions.