Following the nine-step assessment process introduced below and detailed in Assessing a Company’s Future Financial Health: Harvard Business School 2011
1. Analysis of fundamentals: goals, strategy, market, competitive technology, and regulatory and operating characteristics.
2. Analysis of fundamentals: revenue outlook.
3. Investments to support the business unit(s) strategy(ies).
4. Future profitability and competitive performance.
5. Future external financing needs.
6. Access to target sources of external finance.
7. Viability of the 3-5-year plan.
8. Stress test under scenarios of adversity.
9. Current financing plan.
As you conduct the analysis, you will compile research on your chosen company, including analyst reports and market information. Disclose all assumptions made in the case study (e.g., revenue growth projections, expense controls) and provide supporting reasons and evidence behind those assumptions.
Finally, in order to assess the long-term financial health of the chosen company, synthesize the research data and outcomes of the nine-step assessment process.