financial analysis
The management of Deep Pocket Fund have requested that you provide a detailed financial analysis
of each option and prepare a report that recommends a preferred option. The following requests have
been made about the analysis and report:
– The financial analysis is to be completed in Excel. The file is to be easily adjustable for different
scenarios and all inputs must be in the one sheet called ‘Assumptions’. The analysis of each solar
system type must be on a separate sheet.
– The report is to be short (600 words + 20% tolerance) and written in a manner that can be
understood by a person with a basic understanding of financial analytical tools.
– The report sections include: Summary, Methodology, Recommendations and Limitations.
o Summary: brief outline of the task and advises of the recommendation.
o Methodology: must explain and justify the methodology employed.
o Recommendations: recommend a preferred option. In addition, includes analysis on the
sensitivity of the decision to the discount rate (e.g. try between 5% and 15%).
o Limitations: must identify key limitations with the analysis (recommend additional analysis to
alleviate these limitations where appropriate)
– Disclaimer: While information collected is to provide a realistic setting, this case study is for educative purposes
only and should not be used for any other purpose. A
