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Finance

What was learned and how can it be applied to the workplace.

PART 1 – Research Project Report
Cover page

Table of Contents

Introduction
Purpose and Scope of the Report
Brief Introduction to PepsiCo

Presentation and Analysis of Key PepsiCo and Coca Cola Financial Trend Rates: 2017 – 2021
PepsiCo Financial Trend Analysis 2017-2021
Presentation of the Five-year PepsiCo Trend Rates
Detail a five-year trend table for the 7 key rates of growth
Support the data by detailed calculations or cite the specific reference
Present a chart of one or more selected table growth rates
Analysis of the PepsiCo Trend Rates
A one-page evaluation of PepsiCo’s general financial trends and stability

Coca Cola Financial Trend Analysis 2017-2021
Presentation of the Five-year Coca Cola Trend Rates
Detail a five-year trend table for the 5 key rates of growth
Support the data by detailed calculations or cite the specific reference
Present a chart of one or more selected table growth rates
Analysis of the Coca Cola Trend Rates
A one-page evaluation of PepsiCo’s general financial trends and stability

Comparative Analysis of PepsiCo and Coca Cola Five-year trend rates
Main Financial strengths and weaknesses identified
PepsiCo
Coca Cola
Discuss what important information was obtained from the analysis

Recommendation on PepsiCo’s Financial Strength and its Sustainability
Recommend, and quantitatively support, an assessment PepsiCo’s overall financial strength
Recommend, and quantitatively support, an assessment PepsiCo’s financial sustainability over2-3 yrs.
Present and support specific recommendations to improve PepsiCo’s financial stability
Reflections on lessons learned from this analysis
What was learned and how can it be applied to the workplace

Attachments
Detailed supporting tables. Charts and calculations
(Note, where possible embed Tables & Charts in the report body
References
List references
(listed references should be cited in report)
Written projects:
Must be typed, double-spaced, in 12-point Times New Roman or Arial font, with one-inch margins
Must have the title page in APA-7th style
Must have in-text citations in APA-7th edition style
Must have reference list in APA-7th edition style. Please note that you must reference the data you are using for the project
Must be prepared using word processing software (Microsoft Word preferred)

Categories
Finance

What other financial measures can you cite that are consistent with the stock price performance?

Attached please find the case study and the question that need to be answer. I am only responsible for question#1 How has AutoZone’s stock price performed over the previous five years. What other financial measures can you cite that are consistent with the stock price performance?
Maybe add a chart or table about the EPS, stock price, earning per share ratio, Net sales cost of sale operation margin the net Income, the company profit margin piece by earning per share (PE) Ratio. Or just write about it .
Can you also please provided me with a comment about the case study ending with a question to the class?

Categories
Finance

You were recently hired as an entry-level bookkeeper for a service business that

You were recently hired as an entry-level bookkeeper for a service business that recently opened. This is the first month in operation for the business and your first task is to record business transactions for their first month using the source documents and transaction data the owner will provide to you. Because this is a small business that does not use computerized accounting, you will apply the accounting cycle in Excel to record transactions and generate financial reporting results for the owner.
Prompt
Record Financial Data: Use accepted accounting principles to accurately capture business transactions for the month in the Company Accounting Workbook Template using the data provided in the Accounting Data Appendix document.
Specifically, you must address the following rubric criteria:
Accuracy: Prepare entries that are accurate in that they fully reflect the appropriate information.
Completeness: Prepare entries that are complete for each month, including transferring posted entries to T accounts.
Unadjusted Trial Balance: Prepare the unadjusted trial balance portion of the “Trial Balance” tab of the company accounting workbook, ensuring that the total debits and credits match.
Guidelines for Submission
Using the provided template, submit your company accounting workbook with the following portions completed: the General Journal tab, the Ledger Accounts tab, and the Trial Balance tab. This should be completed and submitted using the Microsoft Excel workbook template. Please note that the first tab of the workbook provides you with the chart of accounts. These are the accounts you will use in recording transactions for the month.

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Finance

Describe at least two different depreciation methods for each of the current data centers to forecast future cash flows for lifecycle management.

The CEO has asked you to provide a briefing on the costs for the lifecycle management of each of the two company data centers in New York and Germany, respectively. Each data center has a different total lifecycle cost based on the total volume of physical data center IT resources and salvage costs. She has asked that your briefing account for resource depreciation and cyber risk implications as the data center approaches the end-of-lifecycle. Her focus is on gaining a better understanding of the depreciating value of the data centers and how a decision to expand, abandon, or consolidate data centers could be impacted by the depreciating value of each of the data centers. She is also considering how lifecycle costs associated with maintaining data centers could be reduced by leveraging commercially available data centers through cloud-computing technologies, like Amazon Web Services (AWS). Information related to the two data centers follows below:
Table 2
Data Center Information Table

Data Center 1 (New York)
Data Center 2 (Germany)
Current Book Value
$25,000,000
$10,000,000
Estimated Useful Life
8 years
10 years
Salvage Value
0
$2,500,000
Be sure your PowerPoint presentation for the CEO addresses the following:
Describe at least two different depreciation methods for each of the current data centers to forecast future cash flows for lifecycle management.
Include cybersecurity risk management considerations in relation to depreciation method timelines.
Include speaker notes of at least 150-250 words that describe what would be said to the audience for each slide.
Ensure speaker notes are not a repeat of slide content; the notes are the explanation of the slide content, which should outline details on the depreciation method applied.
Include citations and a reference list at the end of the presentation.

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Finance

Describe a timeline for the goal and what benchmarks would be used to track progress.

Please Include that as of right now I am a full time college student with a major in Computer Information Systems Cyber Security. I also have 2 daughters and a wife and make only $1,000 gross a month. I plan on landing a career at Lockheed Martin right after graduating in May 2023 where the average starting salary is $100,000 annually for Cyber Security. Develop financial goals that are realistic: A 2 year goal, 5 year goal, and 10 year goal. I put the actual prompt below:
Personal Action Project (Due by end of Course – Module 8): (350 points) For the final project of the course, identify 5 actions, behaviors, habits, or skills that can be used for the attainment of personal financial goals.
• Describe potential roadblocks, or challenges, that can be faced within each action.
• Utilizing the 5 items identified, summarize how you can build each into your personal financial goals and describe the outcomes to which they would lead to.
• Describe a timeline for the goal and what benchmarks would be used to track progress.
• Finally, identify and support what you would describe as the one most important aspect of developing success in personal finances. Use citations/references and a minimum of 800 words in APA format

Categories
Finance

How would you assess the overall financial health of Lame Came Factories. (LCF)?

Answer the five questions below, all the info needed can found on that attached spreadsheet. They focus entirely on the financial health of Lame Came Factories (LCF) based on the three years of income statement and balance sheet data provided in the Excel workbook. Base your analysis only on the financial statements provided in the Excel workbook. Please cite your sources..
You must address all five questions and make full use of the information on tabs 2–4 as well as the competitor and industry data in the Excel workbook (ratio, common-size, and cash flow analysis).
You are strongly encouraged to exceed the requirements by refining your analysis
1. How would you assess the overall financial health of Lame Came Factories. (LCF)? You will need to provide a broad view of the main trends that emerge from your analyses of the information in tabs 2, 3, and 4. Your key findings should be synthesized and highlight a clear diagnostic of LGI’s financial strength and/or weakness. [HINT: all 5 questions are interrelated and may sometimes build on each other – it is imperative that you develop a “blue-print” or an outline of what you are answering for each question. Do not answer each question independently as if they were not connected. You should not be redundant but should make sure that you are judiciously coordinating these 5 questions. Question 1 and 5 should be providing the introduction and conclusion of your analysis. Questions 2, 3, and 4 should be providing the “body” or development of your analysis – with a focus on operations, investing, and financing]
2. How is LGI doing in terms of operating efficiency? How would you assess its performance compared to its main competitor and the industry index? What are the principal areas that need to be addressed to strengthen LCF’s bottom line? Identify and use key indicators from all 3 analyses that provide insight about LCF’s operations. [HINT: Focus of this question is the Income Statement and the Net Working Capital (NWC) as it relates to Current Assets and Current Liabilities]
3. How is LCF doing in terms of using assets efficiently? How would you assess it compared to its main competitor and the industry index? What are the principal areas that need to be addressed to strengthen the left-hand side of its balance sheet? Identify and use key indicators from all 3 analyses that provide insight about LCF’s assets. [HINT: Focus of this question is the firm’s assets excluding current asset]
4. How is LCF doing in terms of financial leverage? How would you assess it compared to its main competitor and the industry index? What are the principal areas that need to be addressed to strengthen the right-hand side of its balance sheet? Identify and use key indicators from all 3 analyses that provide insight about LGI’s debt and equity mix. [HINT: Focus of this question is the firm’s liabilities and equity excluding current liabilities]
5. Based on the financial strengths and weaknesses of LCF, how would you prioritize actions that will ultimately satisfy LCF’ s shareholders? Make specific recommendations that clearly identify the decisions LCF’ s board and executives need to make. What actions do they need to take? Set quantifiable targets and objectives for LCF. Your answers must be supported by all arguments developed in questions 2, 3, and 4. In addition, make sure you use data not already used in previous questions. [HINT: Be strategic as you will revisit this question when you reach the last project of this course.]

Categories
Finance

Explain the key elements that impact financial, resourcing and investment decision making in business.

Explain the key elements that impact financial, resourcing and investment decision making in business.

Categories
Finance

What are the major industry risks faced by the banks choosing to participate in the working-capital .

Should South Bank offer a lower rate or more lenient loan terms to compete for a $120 million working-capital facility agreement with a telecommunications corporation?
In this case, imagine being in the position of Yousuf Omar, a relationship manager at SouthBank (SB) whose longtime prospect, DSC Communications Corporation, has asked SB to bid as the agent bank on a $120 million working-capital facility. This could be an ideal client given the opportunity for significant credit and other business in the years ahead. To win the bid, however, Omar must be willing to recommend to his superiors that the bank aggressively pursue the deal by offering a lower interest rate or more lenient security and covenants for
the loan than its rival bank has offered.

Questions:
1. What are the major industry risks faced by the banks choosing to participate in the working-capital
2. facility?
3. What are the major company-specific risks faced by the participating banks?
4. Can the loan be structured to mitigate the identified risks?
5. Under what circumstances, if any, would you recommend that SouthBank bid for the loan
Attachments:
1. Case Study
2. Notes on term loan negotiations
3. Noted

Categories
Finance

Describe how private equity firms can affect the performance of portfolio companies.

Write theoretical framework strictly following this schedule and using a minimum of 20 sources. Find supporting evidence for the hypotheses and introduce the hypothesis into the text. The hypotheses cannot be changed. It is important that the arguments for the hypotheses
1. Private equity performance
– Describe Performance measures for private equity funds and firms (this should be IRR and money multiple)
– Describe the different researches into private equity fund performance compared to public markets and their results
– Describe how private equity firms can affect the performance of portfolio companies
– Show research into the performance of portfolio companies compared to other companies
2. Private equity specialization
– Different ways of private equity specialization (stage and industry)
– Development of private equity specialization through the years
3. Private equity industry specialization
– Benefits for industry specialization
– Potential risks for industry specialization
4. Private equity industry specialization and performance
– Performance research for private equity industry specialization
– Use: cressy et al. 2007
– H1: The IRR of funds of industry-specialized private equity firms are higher than the IRR and Multiple of funds of non-specialized private equity firms.
5. Differences per industry
– Private equity activity differences per industry
– Performance differences per industry
– Specialization in different industries
– H2: The effects of industry specialization by private equity firms on fund performance are different per industry
6. Firm resources influencing the performance of specialized firms
– Influence of firm resources on results of al PEs
– Influence of firm resources on specialization
– H3: The effect of industry specialization on the fund IRR and Multiple is stronger for larger funds than for smaller funds
7. Increased risk trough specialization
– Cyclicality risks of private equity specialization
– PE and the financial crisis
– Specialization and the financial crisis
– H4: the financial crisis had a larger negative impact on the IRR of industry specialized firms
Background on the variables mentioned in the hypotheses, these do not need to be described in this section but i describe theses so you know that these are the area of focus of the research and that research mentioning these variables is extra valuable for the theoretical framework.
Net Multiple:
Reveals how many times investors have received, or are likely to receive, their money back and make a profit from their investments. It is the sum of the DPI plus RVPI, expressed as a multiple:
Multiple (X) = {DPI (%) + RVPI (%)} = Dist ($) + Value ($) 100 Called Capital ($)
Net Internal Rate of Return (IRR %):
Money-weighted return expressed as a percentage. Net IRR uses the present sum of cash contributed, the sum of distributions, and the current value of unrealized investments and applies a discount. This amount should be net of any carry/performance fees earned by the GP.
Specialisation metric:
ICA as mentioned by cressy et al. 2007 in their paper
examples of good sources:
Bloom, N., Raffaella S., & Van Reenen ,J., (2015). Do Private Equity Firms Have Better Management Practices? American Economic Review: Papers and Proceedings 105, no. 5
Castellaneta, F., Gottschalg, O. (2016) Does ownership matter in private equity? The sources of variance in buyouts’ performance. Strategic Management Journal 37 (2): 330-348.
Chen, N., & Wang, K. (2022). An Overview on Private Equity Leveraged Buyouts. In 2022 7th International Conference on Financial Innovation and Economic Development (ICFIED 2022) (pp. 2046-2053). Atlantis Press.
Davis, S. J., Haltiwanger, J., Handley, K., Jarmin, R., Lerner, J., & Miranda, J. (2014). Private equity, jobs, and productivity. American Economic Review, 104(12), 3956-90.
Harris, R. S., Jenkinson, T., & Kaplan, S. N. (2014). Private equity performance: What do we know?. The Journal of Finance, 69(5), 1851-1882.
Harris, R., Siegel, D. S., & Wright, M. (2005). Assessing the impact of management buyouts on economic efficiency: Plant-level evidence from the United Kingdom. Review of Economics and Statistics, 87(1), 148-153.
McKinsey & Company (2022). Private markets rally to new heights – McKinsey Global Private Markets Review 2022
Kaplan, S. N., & Stromberg, P. (2009). Leveraged buyouts and private equity. Journal of economic perspectives, 23(1), 121-46.
Metrick, A., & Yasuda, A. (2010). The economics of private equity funds. The Review of Financial Studies, 23(6), 2303-2341.
Wright Robbie, M. K. (1998). Venture capital and private equity: A review and synthesis. Journal of Business Finance & Accounting, 25(5‐6), 521-570.
Gompers, P., & Lerner, J. (1999). An analysis of compensation in the US venture capital partnership. Journal of Financial Economics, 51(1), 3-44.
Kaplan, S. N., & Sensoy, B. A. (2015). Private equity performance: A survey. Annual Review of Financial Economics, 7, 597-614.

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Finance

Explain the tax benefits of debt financing.

MT480M6-6: Incorporate the combined attributes of debt and equity given a cost of capital model.
The concept of after-tax weighted average cost of capital (WACC) is a foundation when assessing cost of capital and investment options. The assessment will present the opportunity to assess a financing transaction and build upon your understanding of this cost of capital concept and demonstrate your ability to calculate the after-tax WACC.
Read the scenario and address the checklist items below.
Scenario: You are an angel investor who has been approached by an entrepreneur to assess an investment opportunity.
An entrepreneur asks for $100,000 to purchase a diagnostic machine for a healthcare facility. The entrepreneur hopes to maintain as much equity in the company as possible, yet the angel investor began negotiations saying he wanted the transaction to be financed with 50% debt and 50% equity. As the angel investor, you assign a cost of equity of 14% and a cost of debt at 10% . Based on Year 1 sales projections, the entrepreneur assures you a return on investment (ROI) of 9%; conceptually this will cover the first year’s pretax cost of debt and allow for planned equity growth and a refinancing model for Year 2. You will use an after tax weighted average cost of capital (AT- WACC) model which includes the after-tax cost of debt and proportionate costs of debt versus equity. A 32% marginal tax rate is applied.
Address the following checklist items:
Explain the tax benefits of debt financing.
Calculate the AT-WACC with a 50% debt and 50% equity financing structure.
Apply the calculated AT-WACC to explain why this is or is not a viable investment for you as the angel investor.
Explain a financial restructuring AT-WACC (given changes to proportions of % debt versus % equity financing) that would create a positive ROI.
Explain why you as the angel investor would require more or less debt versus equity financing. Be sure to note the role of the Unified Commercial Code-1 (UCC-1) document in this transaction and the order of claim on assets in times of a bankruptcy.
Include a strong thesis statement, introduction, and conclusion. The main points of the response should be developed and explained clearly with appropriate financial and accounting terminology.