It is now time to prepare your final report, summarizing the findings and analysis. Your report should include the following:
- A comprehensive summary of the firm that you chose to study and your initial assessment you conducted in Phase 1 before you conducted your formal financial analysis
- A summary of your findings after you conducted your financial ratio analysis in Phase 2, including any major concerns or findings that you encountered while conducting the analysis
- A summary of your findings after you prepared the firm's pro forma statements and what you learned about the firm while performing this task
- A summary of your findings after determining the sustainable growth rate for your subject company and your analysis of your comparison of the actual to the sustainable rates and the strategies you would recommend going forward
Finally, you should compare and contrast your initial assessment of the firm (Phase 1) to your new assessment after completing your comprehensive analysis.