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Business Question

Post ID: 3480397

Create an 8–10 slide presentation to your staff describing the analysis you completed, linking what tools you utilized and why you chose those tools. Use data to support your evidence-based financial decisions. Also explain your recommendations to maximize stakeholder value, translating those to tactical outcomes to be implemented by your staff.

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Introduction

This assessment builds on your prior work in Assessments 1 and 2. In this assessment, you will:

  • Apply the theories, models, and practices of finance to the financial management of an organization.
  • Analyze financing strategies to maximize stakeholder value.
  • Apply financial analyses to business planning and decision making.
  • Use data to support evidence-based financial decisions.

Scenario

The senior leadership has approved your recommendations to move forward. You are now tasked with operationalizing your recommendations. Meeting with your staff, you will translate recommendations to strategies. You will explain how you used financial analysis to develop these recommendations, discussing the financial tools you will use to monitor implementation progress.

Your Role

You are one of the high-performing financial analyst managers at ABC Healthcare Corporation and are under consideration for a promotion to director of operations. (This is a fictitious company and doesn't refer to any actual company.)

Instructions

In this assessment, imagine you are presenting to your staff a summary of the reports presented to senior leadership earlier (Assessments 1 and 2). Follow these steps to complete this presentation:

  • Provide an overview of your analysis, linking what tools (financial statements, ratios, industry trends, capital structure) you utilized in Assessments 1 and 2 and why you chose these tools.
    • Start by presenting the overall current financial condition of the company as presented to senior leadership (Assessments 1 and 2).
    • Be sure to provide a rationale for why certain tools were utilized.
  • Analyze financing strategies to maximize stakeholder value, such as cost cutting, opening new markets, new products, stock buy-backs, other ways to increase earnings, and possible mergers and acquisitions.
    • This focuses more on how to do better in the future to increase the price of an organization's stock and incorporates the concept of risk in financial planning.
  • State the recommendations, which can include the same recommendations as in Assessment 1. But also focus on additional ways you may not have considered earlier to maximize stakeholder value through strategies that can be newly adopted by the company, that is, expansion to a new geographical market, the development of a new dividend policy, changes in capital expenditures, reduction of workforce. Include evidenced-based academic citations.
    • What would be the benefit of each of your recommendations, in addition to maximizing stakeholder value in purely financial terms? In addition to the financial strategies, what are other non-financial strategies to maximize shareholder value by increasing the strength of the company, for instance, providing stock options to employees. See the article “Shareholder Value Maximization Strategies” (available in the Assessment 3: Short-Term Cash Management reading list) for examples of different ways to maximize shareholder value.
  • Evaluate and recommend financial tools that can be used to monitor the progress resulting from the recommendations and the going financial health of the company. Provide a rationale for why these are the most appropriate tools.

Important: While you can use the same recommendations as in Assessment 1, be sure to add to them and not just to reiterate your earlier recommendations.

Important: Remember not just to provide recommendations of strategies, but also to evaluate and recommend tools to monitor progress.

Additional Requirements

  • Written communication: Ensure written communication is free of errors that detract from the overall message and quality. Be sure to use a bullet format in your slides but also include detailed narrative supported by relevant literature citations in the notes section.
  • References: Use at least three scholarly resources. Consult the MBA Program Guide for information on searching the library's business databases for scholarly and peer-reviewed articles. The MBA Program Guide – Topics section has a page specific to searching within the topic "Managerial Finance," where you can find some databases and keyword suggestions to help you get started.
  • Length: 8–10 content slides, in addition to title and reference slides.
  • Font and font size: Use Times New Roman, 12 point.

Your faculty will use the Financial Engineering to Enhance Shareholder Value scoring guide to review your deliverable as if they were your CEO. Review the scoring guide prior to developing and submitting your assessment.

Eportfolio

This assessment demonstrates your competency in applying knowledge and skills required of an MBA learner in the workplace. Include this in your personal eportfolio.

Competencies Measured

By successfully completing this assessment, you will demonstrate your proficiency in the following course competencies and scoring guide criteria:

  • Competency 1: Apply the models and practices of finance to the financial management of an organization.
    • Provide an overview of an analysis of the current financial condition of a company.
  • Competency 2: Analyze financing strategies to maximize stakeholder value.
    • Analyze financing strategies to maximize stakeholder value.
    • Make recommendations of strategies focused on maximizing stakeholder value.
  • Competency 4: Use data to support evidence-based financial decisions.
    • Evaluate and recommend financial tools to be used to monitor the progress of recommendations.
  • Competency 5: Communicate financial information with multiple stakeholders.
    • Create a presentation that is organized and clear, and communicates effectivelyUse the resources linked below to help complete this assessment.Collapse All

      Risk Management

      The following resources may be useful in learning about risk management:
      • Ross, S. A., Westerfield, R. W., Jaffe, J. F., & Jordan, B. D. (2024). Corporate finance: Core principles and applications (7th ed.). McGraw-Hill.
        • Chapter 10, "Risk and Return: Lessons from Market History," pages 287–315.
        • Chapter 11, "Return and Risk: The Capital Asset Pricing Model (CAPM)," pages 316–356.
          • These two chapters advance the concept of risk by relating it to return. The concepts of risk and return are directly correlated. They affect investment and capital project selection and are incorporated in corporation and investment value.
        • Chapter 12, "Risk, Cost of Capital, and Valuation," pages 357–389.
          • This chapter deals with one of the most well-known financial concepts: the cost of capital, or how to figure the threshold rate for investment projects.
      Refer to these resources if you need clarification or additional support:
      • Assessment 3: Risk Management reading list.

      Efficient Market Hypotheses and Behavioral Finance Models

      The following resources may be useful in learning about efficient market hypotheses and behavioral finance models:
      • Ross, S. A., Westerfield, R. W., Jaffe, J. F., & Jordan, B. D. (2024). Corporate finance: Core principles and applications (7th ed.). McGraw-Hill.
        • Chapter 13, "Efficient Capital Markets and Behavioral Challenges," pages 390–422.
          • This chapter contrasts two of the primary theories of investing: the efficient market hypothesis (EMH) and the behavioral finance view. They are primarily mutually exclusive concepts and color investors' view of how much they can impact investment returns.
      Refer to these resources if you need clarification or additional support:
      • Assessment 3: Efficient Market Hypotheses and Behavioral Finance Models reading list.
      • Assessment 3: Costs of Financing reading list.

      WACC and Capital Structure

      The following resources may be useful in learning about capital structure:
      • Ross, S. A., Westerfield, R. W., Jaffe, J. F., & Jordan, B. D. (2024). Corporate finance: Core principles and applications (7th ed.). McGraw-Hill.
        • Chapter 14, "Capital Structure: Basic Concepts," pages 423–450.
        • Chapter 15, "Capital Structure: Limits to the Use of Debt," pages 451–479.
          • These two chapters deal with the capital structure of a firm, that is, how a firm will finance itself, via debt or equity. These chapters examine the features, benefits, and negatives of financing through both financing types.
      Refer to these resources if you need clarification or additional support:
      • Assessment 3: WACC and Capital Structure reading list.
      • Assessment 3: Calculating WACC and Maximizing Shareholder Value reading list.

      Dividend Policies and Short-Term Finance

      The following resources may be useful in learning about dividend policies and short-term finance:
      • Ross, S. A., Westerfield, R. W., Jaffe, J. F., & Jordan, B. D. (2024). Corporate finance: Core principles and applications (7th ed.).
        • Chapter 16, "Dividends and Other Payouts," pages 480–514.
          • This chapter discusses dividend policy deals with real returns to shareholders. Short-term financial planning is the essential discipline of finance to ensure that the firm's liquidity is intact and that ongoing operations of the firm are secure.
        • Chapter 18, "Short-Term Finance and Planning," pages 551–582.
          • In this chapter, see how short-term financial planning is the essential discipline of finance to ensure that the firm's liquidity is intact and that ongoing operations of the firm are secure.
      Refer to these resources if you need clarification or additional support:
      • Assessment 3: Short-Term Cash Management reading list.
      • Assessment 3: Dividend Policies reading list.

      Career Center

      As you wrap up this course, it is a good time for you to reflect on how you can apply the knowledge you have gained and talk about it professionally. Possible opportunities could include performance review conversations, promotion proposals, and salary negotiations, as well as resume accomplishment statements, interview responses, and professional networking conversations.Access Capella's Career Development Center for resources that can help you make the most of your experience and education to achieve your goals, including how to use your personal eportfolio effectively to showcase your work as part of a job search. used only reference below Najda-Janoszka, M., & Sawczuk, M. (2023).Exploring the barriers of multi-stakeholder value co-creation– the museum context. Journal of Organizational ChangeManagement, 36(4), 603–620. https://doi.org/10.1108/JOCM-04-2023-0126Karzon, A. L., Kadakia, R. J., Coleman, M. M.,Bariteau, J. T., & Labib, S. A. (2022). The rise of total anklearthroplasty use: A database analysis describing casevolumes and incidence trends in the United States between2009 and 2019. Foot & Ankle International, 43(11), 1501–1510. https://doi.org/10.1177/10711007221119148