This Case is about FINANCIAL MARKETS, GROWTH STRATEGY, MARKETING
PUBLICATION DATE: June 22, 2009 PRODUCT #: 909B10-HCB-ENG
The creator and sole stockholder of a financial planning firm must determine whether to hire a fresh advisor or buy a block of business from another financial coordinator. Pupils are requested to perform an industry analysis, a corporate size-up consumer evaluation. Pupils are additionally required to finish a statement of a financial ratio analysis, cash flows and a differential evaluation. Pupils must design a marketing plan and prepare financial statements that are proposed.