The Process:

Since this is your first consulting job for this client, you want to do it right. After all, this could lead to additional analysis opportunities for you down the road.  After benchmarking with other financial consultants, and viewing some of their work, you feel you need to provide the following information to your client:

Brief history and description of the company – background, primary product/service offerings, customers, business sector(s), etc.

Financial analysis of XYZ Company – based on data provided from the last four financial reports (Annual Reports and 10Ks).  (note: you must choose a publicly-traded corporation in order to be able to access this data)

Based on discounted free cash flows, determine enterprise value, equity value and value per share.

Weighted average cost of capital details

Report on the strengths and weaknesses of any financial trends of XYZ Corporation

XYZ Company’s competitors – who are they, size, background, etc.

XYZ Company’s industry – what are trends in this industry?

Based on your research, where do you think XYZ Company is going to be in three to five years? Provide the valuation on 3 to 5 years going forward. To help answer this question you need to know the company as well as the industry.  Make sure you provide and support the assumptions used to project the company’s future. 

Recommendations – what are you advising your client to do?

Bibliography – You know your client is going to want to verify the information provided in your report, therefore you will provide references in a bibliography.

Read less