...that a company prepares to consider the effects of potential activity” (Pro Forma Statement, 2013). It is a financial statement showing the forecast or projected operating results and balance sheet, as in pro forma income statements, balance sheets, and statements of cash flows (Pro Forma Statement, 2013).XYZ Company, Inc. is looking to expand their organization in the next five years. The following paper will review XYZ Company’s five-year financial plan to expand their organization. The pro forma income statement for XYZ Company, Inc. is a five-year projection that accounts for a 10% increase in gross sales each of the five-years. The projections for XYZ Company, Inc. show that the break-even point will occur in 2013 when net sales equal $1,747,698, gross profits equal $697,428, and total operating expenses equal $285,850. In 2014 the break-even point will equal $767,170.80 gross profits,$1,922,467.80 net sales, and $288,370.17 total operating expenses. In 2016 equal$2,326,186.04 net sales, $914,822.99 gross sales, and $349,451.05 total operating expense. In 2018 net sales will equal $5,140,871.14, gross sales equal $205,120,758.49and total operating expenses equal $430,386.70.In order for XYZ Company, Inc. to expand they need to increase current assets by$10,000. This is to increase the likelihood of needed finance. The expansion is costing$250,000 meaning the organization will need to utilize $175,000 in other forms of equity to collateral the balance. XYZ Company, Inc. does...
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...may result in academic dismissal. | | SHS7000-8 | Jaime Klein | | | Doctoral Comprehensive Strategic Knowledge Studies | Assignment #5, Legal Environment of Business | | | <Add Learner comments here> ------------------------------------------------- ------------------------------------------------- ------------------------------------------------- Faculty Use Only ------------------------------------------------- <Faculty comments here> ------------------------------------------------- ------------------------------------------------- ------------------------------------------------- <Faculty Name> <Grade Earned> <Writing Score> <Date Graded> Abstract When a company is going to transition from a privately owned to public ownership, there...
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...XYZ CONSTRUCTION CO., INC. FINANCIAL STATEMENTS DECEMBER 31,20X1 SAMPLE FINANCIAL STATEMENTS ACCOUNTANTS' REVIEW REPORT Page 2 FINANCIAL STATEMENTS Balance Sheet Statement of Income and Retained Earnings Statement of Cash Flows Notes to Financial Statements Page Page 3 4 Pages 5 - 6 Pages 7 - 13 SUPPLEMENTAL INFORMATION Schedules of Earnings from Contracts and Contract Costs Schedules of General and Administrative Expenses and Other (Income) Expense Schedule of Contract Revenues, Costs and Profits Page 14 Page Page 15 16 JONES, HENLE . SCHUNCK THOMAS N. HENLE. CPA KARL E. SCHUNCK, CPA JOHN S. PALMER, CPA MICHAEL R. HUHN, CPA JAMES F. KEPKE, CPA CRAIG A. CLEVELAND, CPA GLEN A. THOMAS, CPA CHRISTOPHER D. YORK. CPA The Board of Directors XYZ Construction Co. Inc. Danville and Irvine, California We have reviewed the accompanying balance sheet of XYZ Construction Co., Inc. as of December 3 1, 20x1 and the related statements of income and retained earnings, and cash flows for the year then ended, in accordance with Statements on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants. All information included in these financial statements is the representation of the management of XYZ Construction Co., Inc. A review consists principally of inquiries of company personnel and analytical procedures applied to financial data. It is substantially less in scope than an audit in accordance with generally...
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...XYZ Construction Inc. to would like to use Milligans’s consultant firm to create a marketing plan; they must first would need to know the steps to developing a successful plan. According to Buttell A.E. (2009), there are four steps to an effective marketing plan. Step 1 – Build an executive summary targeting the company’s specialty/product and the company’s strengths. For example, XYZ Construction Inc. is a successful construction company that is currently privately owned and was created in the 1950’s by the Berket family. The company performs road, airfields and bridges contractions in eleven states. XYZ Constructions obtains their procurement through government funds such as Bids, grants and contracts. Then conduct a Situation Analysis which would include information such as; the company is based out of Denver Colorado and has 16 different offices across the Country. The company has over 2,000 employees during off peak season and twice as much during construction season. The labor force is made up of heavy and light equipment operators, civil engineers and project managers, administrative staff in the headquarters facility, along with support staff in each of the other 16 locations across 11 states. The company performs horizontal contract work which means the company is not distracted by having to introduce innovative technologies, materials, systems and processes so as to keep up with the trends and their other competitors. This company’s motivation is directed to being...
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...[pic] NORTHCENTRAL UNIVERSITY ASSIGNMENT COVER SHEET Student: John M.Kaykay THIS FORM MUST BE COMPLETELY FILLED IN Follow these procedures: If requested by your instructor, please include an assignment cover sheet. This will become the first page of your assignment. In addition, your assignment header should include your last name, first initial, course code, dash, and assignment number. This should be left justified, with the page number right justified. For example: | KaykayJSKS7000-8-5 | Save a copy of your assignments: You may need to re-submit an assignment at your instructor’s request. Make sure you save your files in accessible location. Academic integrity: All work submitted in each course must be your own original work. This includes all assignments, exams, term papers, and other projects required by your instructor. Knowingly submitting another person’s work as your own, without properly citing the source of the work, is considered plagiarism. This will result in an unsatisfactory grade for the work submitted or for the entire course. It may also result in academic dismissal from the University. | | | |SKS7000-8 |Dr. Milton Kabia ...
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...Change Model for XYZ, Inc. expansion MGT435: Organizational Change (BFL1407A) March 3, 2014 Change Model for XYZ, Inc. expansion As the executive for XYZ, Inc. in looking at the company’s decision to begin its first international expansion by opening a store in Shanghai, China; I propose that take a look at which change model would fit best with what we want to achieve. Choosing the best change model to is key to the success of the change whether it be short term such as this one or long term such as the one that XYZ, Inc. plans on taking on in about one years’ time. According to J.W. Weiss, “While change models, per se, do not provide the "one best way" or "the truth" of diagnosing organizations, they offer both theoretical and practical ways to understand complex situations. Burke (2008) offered five uses of organizational models: * First, models help reduce the complexity of thousands of things "going on" into manageable categories. * Second, models help point out aspects of organizational activities and dimensions that demand attention. * Third, models highlight the interconnectedness of organizational properties like culture, structure, and strategy. * Fourth, models provide a common language and vocabulary. * Fifth, models offer a sequence of actions that users can follow in particular change situations. Change models offer theoretical and practical ways to better understand complex situations. For the short term small scale change...
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...XYZ CONSTRUCTION CO., INC. FINANCIAL STATEMENTS DECEMBER 31,20X1 SAMPLE FINANCIAL STATEMENTS Page 2 Balance Sheet Page 3 Statement of Income and Retained Earnings Page 4 Statement of Cash Flows Pages 5 - 6 Notes to Financial Statements Pages 7 - 13 ACCOUNTANTS' REVIEW REPORT FINANCIAL STATEMENTS SUPPLEMENTAL INFORMATION Schedules of Earnings from Contracts and Contract Costs Page 14 Schedules of General and Administrative Expenses and Other (Income) Expense Page 15 Schedule of Contract Revenues, Costs and Profits Page 16 JONES, HENLE . SCHUNCK THOMAS N. HENLE. CPA KARL E. SCHUNCK, CPA JOHN S. PALMER, CPA MICHAEL R. HUHN, CPA JAMES F. KEPKE, CPA CRAIG A. CLEVELAND, CPA GLEN A. THOMAS, CPA CHRISTOPHER D. YORK. CPA The Board of Directors XYZ Construction Co. Inc. Danville and Irvine, California We have reviewed the accompanying balance sheet of XYZ Construction Co., Inc. as of December 3 1, 20x1 and the related statements of income and retained earnings, and cash flows for the year then ended, in accordance with Statements on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants. All information included in these financial statements is the representation of the management of XYZ Construction Co., Inc. A review consists principally of inquiries of company personnel and analytical procedures applied to financial data. It is...
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...flyer which outlines the key offerings at XYZ Construction INC. This flyer will be used to educate potential customers on the services offered by the firm. Who is XYZ Construction XYZ Construction, Inc. is a privately owned company founded in the 1950s. The owners have decided to transform the business from one of private ownership to public ownership and plans for its Initial Public Offering (IPO) to be in 12 months. XYZ Construction, Inc. performs horizontal construction work including roads, airfields, and bridges. The company’s headquarters is in Denver Colorado and has 16 field offices located in 11 states (Silver, 2012). Products and Services XYZ Construction, INC provides horizontal construction work including roads, airfields, and bridges. The company has a workforce which includes heavy and light equipment operators, civil engineers, and project managers along with an administrative staff in the headquarters facility with support staff in each of the 16 field offices (Silver, 2012). Marketing Strategy Construction companies market themselves effectively differentiate their services from the competition and stand a much better chance of driving qualified new business (Hernandez, 2008). The result should be an increase growth in a field that suits your company’s specific sales goals and identity (Hernandez, 2008). In short, the flyer should outline the marketing strategies for XYZ Construction Company and how they will develop a particular specialty...
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...XYZ Company, Inc: Analyzing Pro Forma Statements Karen E. Estremera Pizarro University of Phoenix FIN/571 - Foundations of Corporate Finance June 23, 2014 Prof. Victor Mojica – Rivera Analyzing Pro Forma Statements Pro Forma Statements are financial statements that a company prepares to consider the effects of potential activity (Pro Forma Statement, 2013). It is a financial statement showing the forecast or projected operating results and balance sheet, as in pro forma income statements, balance sheets, and statements of cash flows ((Parrino, Kidwell, and Bates, 2012). The XYZ Company, Inc. is looking to increase the sales in the next five years with the introduction of a new product in their organization. The following paper will review XYZ Company’s five-year financial plan to grow the organization. To achieve the company growth the strategy is introduce a new product and maximize capacity. Through increased sale, we will be getting fixed assets with the excess cash and will be taking loan if is necessary to cover any additional costs arise or are not sufficiently measured. Below in Figure 1-1, the pro forma income statement shows a 12% increase in gross sales for the year 2014 and 11 % in the next five-years. Therefore, in same proportion have been estimated the increase in the cost of sales, then other operating expenses and selling expenses will increase in the same ratio of sales. The increase in cost of sales are the purchases of raw...
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...Analyzing Pro Forma Statements FIN 571 Stacey Pitcher April 20, 2015 Analyzing Pro Forma Statements XYZ Company, Incorporated (“XYZ Company”) was incorporated in October 1st 2013 and started trading in early January 2014. XYZ Company specializes in growing and supplying organic foods in the Cambridge area in Massachusetts and over the last 12 months has had significant success in penetrating the Cambridge market especially as the benefits of organically produced foods gain traction in the New England area and throughout the United States. Overall, demand for organic foods in the US grew by an average of 11% in 2014 and based on a detailed analysis of the Cambridge market, XYZ Company expects demand to closely track this overall growth rate not only in 2015 but over the next five year period. Initiative The initiative that XYZ Company has decided to implement is a corporate expansion to meet the projected increased demand for organic foods in the Cambridge area over the next five year period. Based on a detailed analysis of the Cambridge market, XYZ Company expects demand to grow by 10% annually over the forecast period. To meet this projected demand, XYZ Company intends to expand its business by taking the following specific steps; 1. Increase its total assets including working capital needs to build up the capacity required to meet the expected increased sales; and 2. Source sufficient funding to finance the planned capacity expansion through a mix of affordable...
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...that different channels can be directly compared in terms of efficiency and effectiveness. Prominent Placement has created a hypothetical scenario to illustrate how this guide can be used in assessing an organization’s marketing expenditures. We have also provided blank worksheets at the end for your convenience. We hope you find this guide both useful and valuable – we’re interested in your feedback, so let us know your thoughts! Best wishes, The Prominent Placement Team ©2001-2006 Prominent Placement, Inc. www.prominentplacement.com 404-373-9727 6 Steps to Calculating Your Marketing ROI Please note: for the sake of simplicity, figures within the hypothetical scenario below are rounded throughout. Scenario: XYZ Company markets and sells a syndicated industry report to a business audience. The company’s annual revenue is $4,000,000. XYZ Company markets itself through various channels, currently spending an equal $42,000 amount within each channel. The company is exploring search marketing as a new channel opportunity and wishes to assess...
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...September 2005 Project Portfolio Management at XYZ Pharma Early morning, Monday 29th August 2005. John Smith, head of portfolio management and strategic planning, was paging through the slides he had prepared for the Portfolio Management Board (PMB) meeting which would start at 9 am, and which was scheduled to last until Friday. “We have been preparing this meeting for weeks”, he thought, “and it seems the PMB has some tough decisions to make”. The PMB of XYZ Pharma, the pharmaceutical division of XYZ, one of the world’s leading companies in the life science sector, convenes yearly in August to review the composition of the research and development (R&D) project portfolio. It also meets on a monthly basis to monitor the project portfolio and make decisions regarding new developments. According to John Smith, “The PMB is an important decision making body because it shapes the future of the company by determining its product pipeline”. The PMB members include the CEO of XYZ, the CEO of XYZ Pharma, the heads of the different business units, the heads of Development, Research, Global Marketing and Strategic Planning, the regional heads for the US, Europe and Japan and the functional managers for Regulation, Clinical, Licensing, Technical Research and Development, and Patents. The portfolio group, led by John Smith, had analysed the project portfolio carefully and had highlighted several potential threats that required action. According to John, “There will be an indepth discussion...
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...NORTHCENTRAL UNIVERSITY ASSIGNMENT COVER SHEET Learner: Chandra Taylor THIS FORM MUST BE COMPLETELY FILLED IN Please Follow These Procedures: If requested by your mentor, use an assignment cover sheet as the first page of the word processor file. The assignment header should include the Learner’s last name, first initial, course code, dash, and assignment number (DoeJXXX0000-1) justified to the left and the page number justified to the right. Keep a Photocopy or Electronic Copy of Your Assignments: You may need to re-submit assignments if your mentor has indicated that you may or must do so. Academic Integrity: All work submitted in each course must be the Learner’s own. This includes all assignments, exams, term papers, and other projects required by the faculty mentor. The known submission of another person’s work represented as that of the Learner’s without properly citing the source of the work will be considered plagiarism and will result in an unsatisfactory grade for the work submitted or for the entire course, and may result in academic dismissal. | | SKS7000-8 | Xui Bai | | | Foundations for Doctoral Study in Business | Assignment #7 | | | <Add Learner comments here> ------------------------------------------------- ------------------------------------------------- ------------------------------------------------- Faculty Use Only ------------------------------------------------- ------------------------------------------------- ...
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...September 2005 Project Portfolio Management at XYZ Pharma Early morning, Monday 29th August 2005. John Smith, head of portfolio management and strategic planning, was paging through the slides he had prepared for the Portfolio Management Board (PMB) meeting which would start at 9 am, and which was scheduled to last until Friday. “We have been preparing this meeting for weeks”, he thought, “and it seems the PMB has some tough decisions to make”. The PMB of XYZ Pharma, the pharmaceutical division of XYZ, one of the world’s leading companies in the life science sector, convenes yearly in August to review the composition of the research and development (R&D) project portfolio. It also meets on a monthly basis to monitor the project portfolio and make decisions regarding new developments. According to John Smith, “The PMB is an important decision making body because it shapes the future of the company by determining its product pipeline”. The PMB members include the CEO of XYZ, the CEO of XYZ Pharma, the heads of the different business units, the heads of Development, Research, Global Marketing and Strategic Planning, the regional heads for the US, Europe and Japan and the functional managers for Regulation, Clinical, Licensing, Technical Research and Development, and Patents. The portfolio group, led by John Smith, had analysed the project portfolio carefully and had highlighted several potential threats that required action. According to John, “There will be an indepth discussion...
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...September 2005 Project Portfolio Management at XYZ Pharma Early morning, Monday 29th August 2005. John Smith, head of portfolio management and strategic planning, was paging through the slides he had prepared for the Portfolio Management Board (PMB) meeting which would start at 9 am, and which was scheduled to last until Friday. “We have been preparing this meeting for weeks”, he thought, “and it seems the PMB has some tough decisions to make”. The PMB of XYZ Pharma, the pharmaceutical division of XYZ, one of the world’s leading companies in the life science sector, convenes yearly in August to review the composition of the research and development (R&D) project portfolio. It also meets on a monthly basis to monitor the project portfolio and make decisions regarding new developments. According to John Smith, “The PMB is an important decision making body because it shapes the future of the company by determining its product pipeline”. The PMB members include the CEO of XYZ, the CEO of XYZ Pharma, the heads of the different business units, the heads of Development, Research, Global Marketing and Strategic Planning, the regional heads for the US, Europe and Japan and the functional managers for Regulation, Clinical, Licensing, Technical Research and Development, and Patents. The portfolio group, led by John Smith, had analysed the project portfolio carefully and had highlighted several potential threats that required action. According to John, “There will be...
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