FIN 375 Entire Course

FIN 375 Entire Course

Entire Course Link

https://plus.google.com/u/0/108200033792883877670/posts/dWT4sDYbQKM

 FIN/375 

FINANCIAL MANAGEMENT IN THE SMALL BUSINESS

 

The Latest Version A+ Study Guide

 

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FIN 375 Entire Course Link

https://uopcourses.com/category/fin-375/

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FIN 375 Week 1 LivePlan: Expectations Individual Assignment
 

In this assignment, you will complete portions of the “Executive Summary” and “Financial Plan” sections of your business plan.  Remember to include enough depth, analysis, and research in this specific section to support the overall business plan.

You need to identify a small business that you would like to own and operate for your LivePlan assignments. It can be one which exists or one which you wish to create.  

 Please describe your business in the first part of the executive summary section.

You should read the LivePlan assignment for week three, which is a financial forecast of your business.  Start identfying the sales and expenses and other numbers you will need to complete the week three LivePlan assignment.

Please complete the income statement and balance sheet for the first year of your business.  Please make sure that the expenses include costs of goods or services and also specific items for overhead (such as utilities, insurance, salaries (not directly associated with making the product or service), office supplies etc.

It is important that your cost of goods estimates are realistic and are related to your sales.  For example if you are building toys and you estimate sales of 100,000 dollars for the year but your cost of goods for the year are only 5,000 dollars that would be unrealistic.  it normally would cost considerably more than 5,000 dollars in cost of good to generate sales of 100,000 for the year.

Your balance sheet estimates should include estimates for cash, accounts receivable, and inventory.  Please remember that your total assets must equal to your total liabilities and equity.  If the balance sheet total assets are different than the total liabilities and equity you will lose points on the assignment.

As you are doing the first year estimates for the income statement and balance sheet, if you have questions please feel free to contact me.

Login to your LivePlan account.

Select the Plan tab within LivePlan, and then select the “Executive Summary” chapter on the left-hand side menu. The arrow to the right of the chapter will expand or contract the sections within the chapter.

Complete all 3 parts of the “Expectations” section: Forecast, Financial Highlights by Year, and Financing Needed.

Select the “Financial Plan” chapter on the left-hand side menu.

Complete both parts of the “Financing” section: Use of Funds and Sources of Funds.

Click the “Download & Print” option at the top of the page.

Select the “Download as Doc” option and save a copy of your business plan.

Click the Assignment Files tab to submit your assignment.

 

 
 

 

 

FIN 375 Week 2 Business Loan Requirements Team Assignment
 

Discuss the viability of obtaining a bank loan as a source for financing a business. Each team member must assess the requirements for qualifying for a business loan.

Decide on one bank that would be contacted online. Contact a bank manager with questions on their requirements for making business loans, and note their responses.

Access the website https://www.sba.gov/7a-loan-program  and locate the 7(a) Loan Program Eligibility.

Write Minimum 350-word summary of your findings.

Format your paper consistent with APA guidelines.

Click the Assignment Files tab to submit the above three sections of your assignment.

Please carefully study and follow the week two team paper rubric which is located to the left in the student materials section.

 

 
 

 

 

FIN 375 Week 2 Signature Assignment: Funding the Business Individual Assignment
 

Write a minimum 1000-word paper on funding a business, in which you:

 

 

 

Describe the various types of funding available to a business.
 

 

Explain the advantages and disadvantages of each type of funding.
 

 

Identify the probable sources for obtaining funding for your business.
 

 

Identify the best source of funding for your business by narrowing down to the most likely one or two.
 

 

Explain your reasoning for the selection.
 

 

Format your paper consistent with APA guidelines.

Click the Assignment Files tab to submit your assignment.

Please carefully study and follow the individual paper rubric located on the left.

 

 
 

 

 

FIN 375 Week 3 LivePlan: Financial Plan Individual Assignment
 

In this assignment, you will complete a financial Forecast your business plan for the small business you created in the week one LivePlan assignment.    Remember to include enough depth, analysis, and research in this specific section to support the overall business plan.

 

In week one you should have done the first year of your income statement and balance sheet.  Now you will do a multi year financial forecast starting with year two on your Live Plan. Your forecast should have three years.  The first year was completed on week one.  you canmake changes to the first year forecast as needed.  you should then create two more years forecast for a total of three years in your assignment.

Please read the online lectures on Financial Statements.  They will describe the income statement and balance sheet.

When doing the revenue and expense forecasts please make sure you are being as realisitic as possible.  For example, it is not realistic that most small businesses will have multimillion dollar sales in the first few years. Also very few small businesses have profit margins that are greater than 10 to 15 percent.    Second, it is very important that your cost of goods forecast relates to sales.  Direct costs is another name for cost of goods.  You should not have a forecast that includes overhead expenses but does not have any cost of goods.

When doing the personel expenses you need to make assumptions about the staffing levels and the amount of money needed to pay wages and benefits for each position.

It is also important to list your assumptions behind your sales forecast, your staffing levels and any other key assumptions that are behind your forecast.

One way to do your forecast of the income statement is to make a sales forecast first.  Next assume a profit margin (net income / sales) and multiply this by your sales forecast.  This will give you the net income from your business.  Next, assume a gross profit margin (gross profit / sales) and multiply this by the sales forecast.  This will give you the gross profit. The difference between gross profits and sales is your direct costs or cost of goods.

When doing tax calculations you can assume 40 percent as your marginal tax rate.  Or you can create your own assumed tax rate.

Login to your LivePlan account.

Select the Forecast tab within LivePlan, and then select the “Revenue” section at the top of the page.

Complete all 7 sections on the Forecast tab: Revenue, Direct Costs, Personnel, Expenses, Assets, Assumptions, and Financing.

Select the Plan tab within LivePlan, and then select the “Appendix” chapter on the left-hand side menu.

Review the Profit and Loss Statement, Balance Sheet, and Cash Flow Statement sections. The financial information listed here should match the financial information that you just entered on the Forecast Tab. Make edits as needed by updating sections on the Forecast tab.

Click the “Download & Print” option at the top of the page.

Select the “Download as Doc” option and save a copy of your business plan.

Click the Assignment Files tab to submit your assignment.

 

 

 
 

 

 

FIN 375 Week 4 Financial Ratio Analysis Team Assignment
 

Access three years annual reports or the SEC Form 10-K on the Internet for one of the following companies: Coca Cola, Home Depot, Facebook, Apple or Amazon. Conduct a ratio analysis for this company using at least the eight ratios found in the week four online lecture on ratio analysis (located in the required materials section). If data is available provide an industry ratio to compare against your company’s ratios.

The eight ratios found in the week 1 online lecture on ratio analysis are:  Gross Profit Margin, Operating Margin, Profit Margin, Return on Assets, Current Ratio, Acid Test, Debt Ratio, and Average Collection Period.  The formulas for these ratios are also found in the online lecture on ratio analysis.

Please create a table in your report that contains the calculated 8 ratios for three years.

Write a minimum 700-word summary explaining:

Please comment on the three year trend for each ratio.

 

 

 

For each of the ratios, how did this company’s performance compare to the industry?
 

 

Click the Assignment Files tab to submit your assignment.

Please study and carefully follow the team paper rubric located on the right.

 

 
 

 

 

FIN 375 Week 4 LivePlan: Financial Ratios Paper Individual Assignment
 

In this assignment, you will analyze all of the financial statements you have created so far in LivePlan to determine the viability of the financial information.

You need to calculate the ratios found in the week 1 online lecture on ratio analysis.  It is located in the week 1 required materials section.  You may not be able to calculate all eight ratios due to lack of information.  However you should be able to calculate the following ratios as a minimum:  Gross profit margin, Operating margin, Profit margin and return on assets.

Please include a table listing the three years of ratios you calculated.

Login to your LivePlan account.

Select the Plan tab within LivePlan, and then select the “Financial Plan” and “Appendix” chapters on the left-hand side menu. The arrow to the right of each chapter will expand or contract the sections within the chapter.

Review the financial information that you have entered so far in your business plan. You will be using this information to complete your Financial Ratios Paper. If necessary, makeadditional edits to these sections by updating the financial information listed on the Forecast tab.

Write a minimum 750-word paper using information from the “Financial Plan” and “Appendix” sections of your LivePlan Business Plan. Be sure to address the following in your paper:

 

 

 

Analyze the profitability, liquidity, debt management, and asset management of your company.
 

 

Compute profitability, liquidity, debt management, and asset management; and discuss the strengths and weaknesses shown using these computations.  This analysis should be done by calculating the business ratios found in the week  1 online lecture Ratio Analysis.
 

 

Format your paper consistent with APA guidelines.

Click the Assignment Files tab to submit your assignment.

Please carefully study and follow the Individual Paper Rubric located on the right.

 

 
 

 

 

FIN 375 Week 5 CAREER CONNECTION: Future Goals Paper Individual Assignment
 

Write a minimum 1800-word essay stating your future goals for the complete business plan, and include the following:

 

 

 

Explain how your LivePlan business plan has evolved over time. Provide an analysis of the following areas: Management, Marketing, and Finance.
 

 

Discuss how you want to use this plan in your professional life as either an intrapreneur or entrepreneur, or in a non-profit setting.
 

 

Identify the challenges in management, marketing, and finance that you will most likely face along the way; and formulate potential solutions for these challenges.
 

 

Identify the funding, marketing, and management options that you have; and assess the best course of action for financing your proposed business.
 

 

Format your paper consistent with APA guidelines.

Click the Assignment Files tab to submit your assignment.

 

 
 

 
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