Best Financial Services Inc.
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Publication Date:
June 22, 2009
Source:
Ivey Publishing
The founder and sole shareholder of a financial planning company must decide whether to hire a new adviser or purchase a block of business from another financial planner. Students are asked to perform an industry analysis, a corporate size-up and consumer analysis. Students are also required to complete a statement of cash flows, a financial ratio analysis and a differential analysis. Students must design a marketing plan and prepare projected financial statements.
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Best Financial Services Inc.
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