Assignment Tasks:

To create a pro forma statement:

Summarize the company and explain CVP and Capital budgeting. Use outside resources to best explain CVP and capital budgeting.

Identify and list the various costs-fixed and variable, direct and indirect-required to execute the project.

Calculate the break-even point for the project and the expected financial returns. (This is the work you have been doing in the CVP template).

Make sure you show your Excel formulas or provide calculations so your instructor can review your work. The completed template must accompany the slide presentation.

Include a brief discussion of key points of any intangible benefits or costs associated with the project.

Supplement your pro forma statement with sufficient background information to enable a prospective investor to decide if your company is worth investing in.

The detail must have enough historic data to give an investor an understanding of trends.

You should also have sufficient written background so that a potential investor understands the business. Use the speaker notes area of your presentation to add background information that you would communicate verbally in a presentation. This background information should be 1 to 2 pages in length.