Finance
Following the nine-step assessment process introduced below and detailed in Assessing a Company’s Future Financial
Health:
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.
conduct an analysis, of a company, including analyst reports and market information.
synthesize the research data and outcomes of the nine-step assessment process.