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Category > Business & Finance Posted 17 Mar 2024 My Price 12.00

JWI 530 Week 5 Executive Memo and Presentation

Executive Memo and Presentation

Due: Week 5 (20%).

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. The General Manager (GM) of the MPC division has asked for your assistance in performing a financial analysis to help identify 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. The CEO, 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 10% of your final grade)
    • Part B: Executive Memo and brief Video Presentation of your analysis (Due: Sunday, midnight of Week 5; worth 20% of your final grade)


Before completing your work on Assignment 1B, carefully review your feedback and address any questions you have from Assignment 1A. If you have any concerns, you should have selected YES to REQUEST PROFESSOR/COACH MEETING in the Summary Notes section of the Assignment 1A Workbook.


Assignment 1, Part B: Executive Memo and Presentation

Present a synopsis of your analysis in an Executive Memo you would feel comfortable submitting to your CEO. You may organize the memo as you see fit, but it must follow the principles of good business communication. Be sure to include your recommendation to the CEO in your memo, preferably in the opening paragraph and the summary. To support your executive memo, prepare 5 slides and record a brief video presentation highlighting the key points of your findings. 


For your Executive Memo, answer the following 11 questions organized under four key topics:

1. Profitability/Net Income Margins

    • What are both companies' after-tax net income margins (i.e., net profit margins)?
    • How do the two companies compare?
    • Which company achieves the higher net income margin? Explain.

Tip: Analyze the major cost structure line items in the income statement (COGS, SG&A, restructuring costs, depreciation and amortization, impairment, interest expense (income), etc.) as percentages of net sales so that you can identify reasons for better net income margins. Identify and comment on the differences. You may not know why a particular cost item, such as COGS is higher or lower, and that’s okay. Your CEO only wants to know which cost-structure items are higher or lower for each company.


2. Debt Management

    • Which company does a better job managing its long-term debt?
    • What are their respective 3-year trends (2020 to 2022) for total debt to total assets ratio?
    • How can each company improve its use of long-term debt and equity capital?


3. Cash Is King

    • How much net cash from operations (CFFO) did each company generate in the most recent year?
    • Which company has done a better job generating net cash from operations (CFFO)?
    • In layperson's terms, how is each company spending its cash with respect to reinvestments in the business, changes in debt, and returning money to shareholders?


4. Short-Term Liquidity

    • How do the companies compare in terms of the current ratio, and what are their respective 3-year trends?
    • Do their current ratios indicate that either of these companies could go bankrupt soon? Explain.


For your slides and video presentation, complete the following tasks:

1. Create a PowerPoint deck to support your financial presentation.

    • Highlight your key findings from your Financial Analysis Snapshot (Assignment 1A) and your Executive Memo. Focus on the most critical insights that would be helpful for the leadership team. Your PowerPoint should complement your Financial Analysis Snapshot and your Executive Memo.
        1. Assume your CEO will have access to the documents, so just hit the high points.
        2. Keep your slides legible. Avoid tiny fonts, too much text, or distracting graphics.
        3. Keep it brief, using a maximum of 5 slides for the four key topics outlined above and a summary with your recommendation.


2. Record your financial presentation using Zoom or PowerPoint

    • Record both the PowerPoint deck and your webcam feed simultaneously.
    • Practice your presentation. You may record as many times as you wish before submitting.
    • Maintain eye contact, speak conversationally and professionally, use an engaging tone, and dress appropriately.
    • Your video must be no longer than 5 minutes.
    • Sample Answer is posted

Answers

SmartExpert
(118)
Status NEW Posted 17 Mar 2024 05:03 AM My Price 12.00

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Attachments

1710653663-annotated-Memo202812920281292028129.docx.pdf
1710653663-annotated-Presentation2028129.pptx.pdf
1710653669-Assignment 1B-1.zip
1710653678-Assignment 1B-1.zip
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