Mile Stone 4: Financial Analysis and Funding

Using your learning from MBA 520 and MBA 640, analyze the projected costs, revenue streams, and net present value for the concept from launch until two years after the breakeven point. Be sure to include a budget, an assessment of assets and liabilities, your anticipated sources of funding, and the associated costs of attaining that capital as part of the analysis. Justify the analysis with relevant primary and secondary data in an appendix, specifying any relevant assumptions and limitations. You should include, among other support, sales forecasts, cash flow statements, income projections, and any other relevant calculations or financial reports.

Overview: For the capstone assessment, you will create a business implementation plan and audiovisual presentation for the product, service, or idea you have
been developing throughout your MBA coursework.
In Milestone Four, you will submit a financial analysis and funding plan, which includes your analysis of the projected costs, revenue streams, and net present
value for the concept from launch until two years after the breakeven point. Be sure to include a budget, an assessment of assets and liabilities, your anticipated
sources of funding, and the associated costs of attaining that capital as part of your analysis. Support your analysis with relevant primary and secondary data in
an appendix, specifying any relevant assumptions and limitations. You should include, among other support, sales forecasts, cash flow statements, income
projections, and any other relevant calculations or financial reports.
Critical Elements:

 Analyze the projected costs, revenue streams, and net present value for the concept from launch until two years after the breakeven point.

 Include the following as part of your analysis:

o Budget

o Assessment of assets and liabilities

o Anticipated sources of funding

o Associated costs of attaining that capital

 Include relevant proforma financial reports:

o Sales forecasts

o Cash flow statements

o Income projections

o All other relevant reports specific to your concept or idea

Guidelines for Submission: Your draft must contain all of the elements listed above. It should be 5 to 8 pages in length (excluding the title page, references, and
appendices) using 12-point Times New Roman font, with one-inch margins. You may include summary pictures, charts, graphs, or other explanatory diagrams as
needed to successfully explain the concept and implementation, but should use appendices for detailed supporting documentation. Your paper should follow
APA guidelines. You must include at least 5 scholarly sources. Cite your sources within the text of your paper and on the reference page.

Rubric:

Critical Elements Proficient (100%) Not Proficient (0%) Value

Main Elements Includes most of the main elements Does not include any of the main elements 20

Critical Thinking Provides logical conclusions and defends with examples/Does not provide logical conclusions 20

Financial Analysis Provides an analysis of projected costs, revenue streams, and net present value for the concept from launch until two years after the breakeven point/Does not provides an analysis of projected costs, revenue streams, and net present value for the concept from launch until two years after the breakeven point 15

Analysis Parts Provides a budget, an assessment of assets and liabilities, anticipated sources of funding, and the associated costs of attaining that capital as part of the analysis/Does not provide a budget, an assessment of assets and liabilities, anticipated sources of funding, and the associated costs of attaining that capital as part of the analysis 15

Financial Reports Provides proforma financial reports including sales forecasts, cash flow statements, income

projections, and other relevant reports specific to concept or idea/Does not provide proforma financial reports 15

Articulation of Response Submission does not have critical errors related to citations, grammar, spelling, syntax, or organization that prevent understanding of ideas/Submission has critical errors related to citations, grammar, spelling, syntax, or organization that prevent understanding of ideas 15

Total 100%