Overview of the Case Study Analysis The Valuation and Financing of Lady M Confections

Overview of the Case Study Analysis The Valuation and Financing of Lady M Confections

In this activity, you will analyze a case study and answer a few questions based on it. Given below are a few guidelines for how you will need to approach this activity.

Read the case study provided in the next segment, and answer the given questions.

Submit your responses in the form of a PDF. document. The minimum length of the document should be 2 pages (double-spaced).

Ensure that your report is formatted as per theAPA format guidelines,

Use the Excel worksheet template provided in the next segment to calculate the required values.

Upload the Excel file on Google Drive and include the Drive link in the PDF document for the Excel file in the report.

Ensure that you provide open access to the Excel file.

Submit thePDF documenton the platform, ensuring theExcel Drive linkispresent onthe report's first page.

Given below are the details of this activity.

Type- Individual Project

Grading weightage- 30%

Total marks- 25

Case Study Introduction

The case study document is attached below for your reference.

The Valuation and Financing of Lady M Confections

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Please refer to the Excel template attached below. This Excel worksheet will help you calculate the required values, such as the firm's break-even point in terms of income, free cash flow, and perpetuity.

Case Study Analysis: Excel Template

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What to discuss in the report:

How many cakes would Lady M need to sell in a year to break even? Does this number seem feasible?(5 marks)

What is your recommendation? Should Romaniszyn open a new location in the World Trade Center?(5 marks)

What is Lady Ms enterprise value? Does it matter if one uses an EBITDA multiple or a perpetuity growth formula for a terminal value? How much of an equity stake should they give to the Chinese investors?(5 marks)

What do you think of Romaniszyns and Tom's baseline assumptions? Are they realistic?(5 marks)

Do you think they should take the Chinese investors' offer? Why/why not?(5 marks)

Grading Guidelines

Grading Rubrics

Element of Marketing Plan Description Marks

Question 1

How many cakes would Lady M need to sell in a year in order to break-even? Does this number seem feasible? Use the break-even analysis Excel worksheet to determine the break-even point. (2 marks)

Explain in about 150 words if it would be feasible to produce the desired number of cakes. (3 marks) 5 markQuestion 2

What is your recommendation? Should Romaniszyn open a new location in the World Trade Center? In about 250 words, explain your recommendation for Romaniszyn if they should open a new location in World Trade Center. (5 marks) 5 markQuestion 3

What is Lady Ms enterprise value? Does it matter if one uses an EBITDA multiple or a perpetuity growth formula for a terminal value? How much of an equity stake should they give to the Chinese investors? Use the Projected FCF and Perpetuity Growth Method Excel worksheet to determine if it matters if one uses the EBITDA multiple or a perpetuity growth formula for a terminal value. (2 marks)

Explain in about 150 words your recommendation on how much equity stake they should give the Chinese investors. (3 marks) 5 markQuestion 4

What do you think of Romaniszyns and Tom's baseline assumptions? Are they realistic? In about 250 words, explain your thoughts on Romaniszyn and Tom's baseline assumptions. Justify your response, why their assumption is or is not realistic. (5 marks) 5 markQuestion 5

Do you think they should take the Chinese investors' offer? Why/why not? In about 250 words, explain your recommendation if they should take the Chinese investor's offer. (5 marks) 5 mark

Project Overview

As a part of this project, each learner will be required to deep-dive intofour concepts(one each week) and present a report of their findings in the form of a one-page memo (total 4 memos).

In evaluating the memos, the following five criteria will be used:

Following directions- Make sure you write in memo style in a way that you are addressing it to the class and start off with your summary of the topic early in the memo so readers can glean the key points right away.

Analysis- Have you identified the key issues in the research including theories and concepts? Is your interpretation of the information supported by facts from relevant resources? Are the theories and expert opinions backed by facts and are they logical?

Clarity- Is the writing clear and concise? Is there a statement of purpose at the start and a summary of your analysis at the end? Is there a logical flow to the report?

Resources- Are there proper references to find the sources of your memo? Your memo must summarize research findings from at least ONE source OUTSIDE the course content such as literature, websites, interviews, etc., that provides a majority of the content relevant to the topic of choice.

Presentation- Are there spelling, typing, grammar, or punctuation errors? Is it professional in appearance? As the name implies, the one-page memos are to be

A maximum of one page in length,

Single-spaced, and

No smaller than 10-point font.

Overall, the goal of this project is to provide a concise and organized summary of your learning in the course on supply chain management. By following these guidelines, you should be able to create a memo that effectively conveys your understanding of the course material and your ability to apply it to real-world situations.

Sample memos are attached for your reference.

Evaluation Criteria

The total weightage of the individual assignment in the course is20%. Learners will be evaluated based on the following guidelines:

Guidelines Description Marks

Analysis 2 marks will be awarded if key concepts are clearly identified in the research including theories and concepts. The interpretation of concepts should be supported by facts from relevant resources and should flow logically 2

Clarity 1 mark will be awarded for a clear and concise report. There should be a statement of purpose at the start and a summary of your analysis at the end 1

Resources 1 mark will be awarded if your memo includes research findings from at least ONE source OUTSIDE the course content (videos on the LMS) such as literature, websites, interviews, etc., that provides a majority of the content relevant to the topic of choice 1

Formatting and Presentation 1 mark will be awarded for a well-formatted memo with no grammatical errors. Each memo should not be great than one page 1

Note: This evaluation criteria(max marks - 5)pertains toone memo.Each learner needs to submit four memos (one for each week). Therefore, the maximum marks for the project are 20 marks.