Imagine you are a manager working at a publicly traded company. (You will select a company from the list below.) You have been tasked with preparing an investment proposal for a large bank loan to finance a major expansion into another country. Your funding request will include both narrative text and financial models designed to clearly explain and justify the investment proposal how it will be financed and its likely impact on the company. As support you will show the proposals most likely financial implications and the consolidated financial projection with and without the project. You should also consider risksincluding
global microeconomic factors outside the company that may affect the investments success in the targeted countryand describe alternative financial scenarios should sales exceed or underperform your assumptions.
Your funding request should be well organized clear concise and free of distracting errors. Because business executives seldom have perfect or complete information you should base your proposal on data from authoritative sources when possible and make reasonable assumptions where information is not available. As in real life however you must clearly specify your assumptions.
To begin choose one of the following publicly traded companies. Once you have chosen your company you will determine the investment opportunity for which you are seeking funding as well as the country into which your company will be expanding
Specifically the following critical elements must be addressed:
1. How does the investment align with the companys organizational and financial priorities? Support your argument with evidence from company reports and financial statement analysis designed to persuade the lender that the investment is a good strategic fit for your company.
C. Financial impact. This section should discuss the projects most likely financial implications and the consolidated financial projection with and without the project. Be sure to:
VII. Questions and Answers: End your proposal by constructing a persuasive evidence-based question-and-answer section that addresses additional financial questions you think the loan committee might ask including legal and ethical concerns and why the loan would be attractive to the bank.