For this assignment, apply the next three steps of the nine-step assessment process detailed in

Assessing a Companys Future Financial Health (i.e., Step 5: External Financing Need, Step 6: Target
Sources of Finance, and Step 7: Viability of 3-5 Year Plan) to compose further assessment of the
company/competitor pairing analysis as below:
1. Current financial plan. Interpret current equity valuations in order to recommend strategic
solutions regarding future financial goals. Consider how stock splits and stock dividend
allocations can impact the plan.
2. Future external financing needs. To support growth, companies need capital, and external
financial needs are vital any firms future success. Describe external financing needs sufficient
to support your ongoing analytical assumptions and pro forma financial statements for your
chosen company and competitor.
3. Access to target sources of external financing. You will need to consider the amount of
financing, timing, length of time required, and deferability of financing options.
4. Viability of a 3-5 Year Plan. Assess the consistency of the plan with the firms goals, and the
achievability of both the operating plan and the financing plan you are proposing.

1
Unsatisfactory
0.00%
70.0 %Content
70.0 %
Incorporation of
the Required Set
of Assessment
Elements and
Subsection Data

2
Less than
Satisfactory
74.00%

3
Satisfactory
79.00%

4
Good
87.00%

5
Excellent
100.00%

The required set of The required set of The required set of The required set of The required
assessment
assessment
assessment elements assessment
set of
elements and
elements and
and subsection data is elements and
assessment
subsection data is subsection data is incorporated, but
subsection data is elements and
not present.
incorporated, but minimal detail or
present, and is
subsection data
the information
support is provided incorporated in
is present and
provided is
for one or more
full. The
comprehensive.
incomplete,
components.
submission
The submission
inaccurate, or
encompasses
further
otherwise
essential details incorporates
deficient.
and provides
analysis of
appropriate
supporting
support.
evidence
insightfully and
provides
specific
examples with
relevance.
Level of detail
is appropriate.

20.0
%Organization &
Effectiveness
8.0 % Thesis
Paper lacks any
Development and discernible overall
Purpose
purpose or
organizing claim.

Thesis is
insufficiently
developed or
vague. Purpose is
not clear.

Thesis is apparent
and appropriate to
purpose.

Thesis is clear and Thesis is

forecasts the
comprehensive
development of
and contains
the paper. Thesis is the essence of
descriptive and
the paper.
reflective of the Thesis

7.0 % Argument
Logic and
Construction

Statement of
purpose is not
justified by the
conclusion. The
conclusion does
not support the
claim made.
Argument is
incoherent and
uses noncredible
sources.

Sufficient
justification of
claims is lacking.
Argument lacks
consistent unity.
There are obvious
flaws in the logic.
Some sources have
questionable
credibility.

arguments and
statement
appropriate to the makes the
purpose.
purpose of the
paper clear.
Argument shows Clear and
logical
convincing
progressions.
argument that
Techniques of
presents a
argumentation are persuasive
evident. There is a claim in a
smooth progression distinctive and
of claims from
compelling
introduction to
manner. All
conclusion. Most sources are
sources are
authoritative.
authoritative.

Argument is orderly,
but may have a few
inconsistencies. The
argument presents
minimal justification
of claims. Argument
logically, but not
thoroughly, supports
the purpose. Sources
used are credible.
Introduction and
conclusion bracket
the thesis.
5.0 % Mechanics Surface errors are Frequent and
Some mechanical
Prose is largely
Writer is clearly
of Writing
pervasive enough repetitive
errors or typos are
free of mechanical in command of
(includes spelling, that they impede mechanical errors present, but they are errors, although a standard,
punctuation,
communication of distract the reader. not overly distracting few may be
written,
grammar,
meaning.
Inconsistencies in to the reader. Correct present. The
academic
language use)
Inappropriate word language choice
and varied sentence writer uses a
English.
choice or sentence (register) or word structure and
variety of effective
construction is
choice are present. audience-appropriate sentence
used.
Sentence structure language are
structures and
is correct but not employed.
figures of speech.
varied.
10.0 %Format
5.0 % Paper
Template is not
Appropriate
Appropriate template Appropriate
All format
Format (use of
used appropriately template is used, is used. Formatting is template is fully elements are
appropriate style or documentation but some elements correct, although
used. There are
correct.
for the major and format is rarely
are missing or
some minor errors
virtually no errors
assignment)
followed correctly. mistaken. A lack of may be present.
in formatting
control with
style.
formatting is
apparent.
5.0 %
Sources are not
Documentation of Sources are
Sources are
Sources are
Documentation of documented.
sources is
documented, as
documented, as
completely and
Sources
inconsistent or
appropriate to
appropriate to
correctly
(citations,
incorrect, as
assignment and style, assignment and
documented, as
footnotes,
appropriate to
although some
style, and format appropriate to
references,
assignment and
formatting errors may is mostly correct. assignment and
bibliography, etc.,
style, with
be present.
style, and
as appropriate to
numerous
format is free
assignment and
formatting errors.
of error.
style)
100 % Total
Weightage