Critique Position Statement This assessment requires students to demonstrate that they can critique and provide constructive feedback

Analyze the pro forma statements and analysis created in the previous module and create a detailed Word Document (APA Format) ORPowerPoint presentation with speaker's notes to demonstrate why the bank should give your company a loan

COMPANY NAME: JOE’S LANDSCAPING- Located in Florida in business for 2 years and we work on large estates/homes.

*The amount requested and loan terms should be financially manageable and you need to justify the amount requested in your presentation. Your presentation should include all of the following:

  • A clear explanation of how much money is being requested from the lender and how the money will be used to expand the business.
  • General explanation of the business; who are the customers, where is it located, how long has it been in existence, etc.
  • An overview of the 12 Month Pro Forma Budgeted Income Statement created in the previous module with ratios.
  • An analysis of the year end income statement that includes key financial ratios.
  • An overview of the financial strengths and weaknesses of the company and an explanation of how those elements will be leveraged and minimized to ensure that the loan will be a good solid investment and financially manageable. Make sure to use financial ratios to support your argument and help sell this idea to the lender.
  • Finally, keep in mind that the audience of this presentation will be the lender and that the goal of this presentation is to sell the Cloud Ware company as a good investment to the potential lender.

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