Deliverable 3 – Evaluating Performance and Benchmarking Deliverable 3 – Evaluating Performance and Benchmarking

Assignment Content

  1. Competency
    Appraise the financial health and performance of a company.

    Student Success Criteria
    View the grading rubric for this deliverable by selecting the This item is graded with a rubric link, which is located in the Details & Information pane.

    Scenario
    The Corporate Director of Acquisitions has approached you to assist with preparing financial data to help identify a potential new acquisition for your company. They have narrowed down the target to two companies and need your help in selecting the best one. You agree to help and think that the best approach would be to take the two companies and prepare a vertical and horizontal analysis of both the income statement and balance sheets for two years of data.

    Instructions
    You discuss your plan with the director, and you both decide that you should create an Excel file containing four tabs, labeling the four tabs as follows:

    • Tab1: Income statement vertical analysis
    • Tab 2: Income statement horizontal
    • Tab 3: Balance sheet vertical analysis
    • Tab 4: Balance sheet horizontal analysis
    • In addition, you both decide it best to also create a Word document with your assessment of each companys performance and support which company is the better acquisition target.
    • Template to Use: