Overview
Objective
This capstone assignment requires you to deliver a strategic financial recommendation to the board of directors of one of your selected companies. Drawing on your prior analysis, ratio evaluation, and forecasting, you will present a well-supported proposal that addresses the company’s financial direction, ethical alignment, and long-term value creation.
Company Focus
Choose one of the two companies you’ve studied throughout the term. You will act as a financial advisor presenting to the board.
Deliverables
You will submit a Board Presentation (8-10 slides) that includes the following components:
1. Executive Summary (1 slide)
- Brief overview of the company’s financial health
- Key findings from your analysis and forecasting
- Summary of your strategic recommendation
2. Financial Analysis Highlights
- Recap of key financial ratios and trends
- Summary of your forecasted income statement
- Visuals (charts/tables) from Excel to support your findings
3. Strategic Recommendation
Choose one of the following strategic directions to recommend:
Option | Description |
Growth Strategy | Recommend expansion into new markets, product lines, or acquisitions |
Cost Optimization | Recommend operational efficiencies, restructuring, or divestitures |
Capital Allocation | Recommend dividend policy changes, share buybacks, or debt restructuring |
Ethical Realignment | Recommend changes to align more closely with ethical/biblical standards |
Your recommendation should include:
- Financial justification (supported by your analysis and forecast)
- Strategic rationale (industry trends, competitive positioning)
- Ethical considerations (especially if recommending realignment)
- Risks and mitigation strategies
4. AI Integration
Use an AI tool to:
- Validate your strategic recommendation
- Explore industry benchmarks or peer strategies
- Identify potential risks or alternative approaches
Include a brief summary of how AI supported your final recommendation and cite the tool used.
Submission Checklist
- ✅ Final presentation (8 slides minimum, 10 slides maximum)
- ✅ Supporting Excel file with updated forecast and visuals
- ✅ Citation of AI tool used
Use Apple as the company
Docs is added info if needed