Assignment task:
As a manager of the Fortune 500 company (Apple Inc.) you need to be able to determine larger funding sources by creating a financial plan to help reduce duplication of resources, identify requirements and risks, and determine various financing options. Completing this planning is an essential step for all businesses to take if they want to succeed.
You decide to create a financial plan for leaders of Apple Inc. to help distinguish between sources, requirements, and risks associated with various types of long- and short-term financing capital structure that your company can potentially use in the future.
Assessment Deliverable:
Draft a 3- to 4-page financial plan for your company. This plan should include sections for a business case and profit-and-loss statements for 2025, 2026,and 2027. Include the following items:
- A business case that includes a description, type of business, and sources of funding
- A profit-and-loss statement for a 3-year period in Microsoft Excel (2025, 2026, and 2027).
- Project revenue for 2025, 2026, and 2027. State realistic assumptions, such as growth per year, in your projections.
- Estimate direct costs, including capital, marketing, labor, and supply, for 2025, 2026, and 2027.
- A conclusion that includes an explanation of what working through a financial plan can do for a company.