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MBA 640 Final Project Milestone ThreeGuidelines and Rubric Overview: The final project for this course is the creation of an external capital funding proposal. Most businesses face a landscape of...

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MBA 640 Final Project Milestone ThreeGuidelines and Rubric Overview: The final project for this course is the creation of an external capital funding proposal. Most businesses face a landscape of uncertainty and a never-ending stream of risks and opportunities. Managers must continually project the likely financial impact of decisions, make recommendations, act on those decisions, determine how to pay for them, and evaluate the costs and effectiveness of what has been done. Many decisions are short-term, routine, and operational. Others are longer-term investment decisions that require substantial new resources, such as developing new services, expanding into new geographic markets, or undertaking business combinations or spin-offs. Each requires managers to forecast, plan, and make decisions based on a thorough understanding of both internal and external factors that can affect a company’s financial success.For the summative assessment in this course, you will bring your finance and economics knowledge to bear by preparing an externalcapital funding proposal for a major international investment at a publicly traded corporation. In order to secure the support of potential financial backers, your proposal will need to lay out what the proposed investment opportunity is, how it fits within the company’s broader mission and goals, its financial impact, and the amount being requested and why (including alternative funding mechanisms considered). In addition, it will also need to include information on the organization’s context, risk factors, and microeconomic assumptions that could affect the success of the investment.Prompt: Submit a short paper that addresses Section III, Part C; Section V;and Section VI of the final project. Specifically,the following critical elements must be addressed:III.Justification:C.Financial impact. This section should discuss the project’s most likely financial implications and the consolidated financial projection with and without the project. Be sure to:1.Project the incremental, annual, and cumulative cashbenefits and outflowsassociated with the proposed expansionfor the next seven to 10years, using a spreadsheet or other relevant presentation vehicle to support your narrative. Be sure to justify your assumptions and methodology based on sound microeconomic and financial principles. For example, what assumptions have you made about demand, price, volume, capital purchase costs, incremental hiring, and so on? 2.Develop a consolidatedfinancial projection of revenue, pretax income, and cash flow for the overall business, over that same number of years, both with and without the proposed investment. Use a spreadsheet or other relevant presentation vehicle to support your narrative, being sure to describe any relevant assumptions. V.Financing: In this section, compare the proposed loan to alternative financing methods. Specifically:A.Weigh the pros and cons of raising money using internal financing mechanisms versus seeking funding through globalcapital markets via loans, commercial paper, bonds, or equity financing. Which might be viable alternatives should the loan not be approved? Support your answer with appropriate research and evidence.B.Assess the viability of a business combinationas a mechanism for expanding into the new market. Is this a reasonable option for the company? Why or why not? Support your answer with appropriate research and evidence. VI.Track Record: Use this section to persuade the lender that you are credit-worthy. You must:A.Convincingly argue that your organization is on solid financial footing, and thus at a low risk for default, supporting your argument with appropriate financial statements, ratios, and other indicatorsoffinancial performanceand health. B.Convincingly argue for your organization’s trustworthiness, providing credible evidence of legal and ethicalfinancial behavior. For example, this might include recent audit results; credit history; absence of significant lawsuits, recalls, or regulatory judgments; or other evidence designed to show that the company holds itself to the highest legal and ethical standards. RubricGuidelines for Submission:Your investment project and justification papershould beapproximately8–10pages in length(excluding spreadsheets, other exhibits, and list of referencesas necessary). It should be double-spaced with 12-point Times New Roman font and one-inch margins, and should use APA format for references and citations.Critical ElementsProficient(100%)Needs Improvement (75%)Not Evident (0%)ValueJustification: Financial Impact: ExpansionProjectsexpansion’sincremental, annual, and cumulative cashbenefits and outflowsover specified time period, using relevant presentation vehicle to support narrativeand justifyingassumptions and methodologybased on sound microeconomic and financial principlesProjectscashbenefits and outflowsover specified time period, using relevant presentation vehicle and justifyingassumptions and methodology, but response contains inaccuracies, omits key details, or is poorly grounded in microeconomic and financial principlesDoes not projectexpansion’sincremental, annual, and cumulative cashbenefits and outflowsover specified time period15Justification: Financial Impact: ConsolidatedDevelopsconsolidatedfinancial projection for overall businesswith and without the proposed investment over specified time period, using relevant presentation vehicle to support narrative and describingrelevant assumptionsDevelopsconsolidatedfinancial projection for overall businesswith and without the proposed investmentover specified time period, using relevant presentation vehicle and describingassumptions, but response contains inaccuracies or omits key detailsDoes not developconsolidatedfinancial projection for overall businesswith and without the proposed investmentover specified time period15Financing: Global Capital MarketsWeighspros and cons of raising money using internal financing versus global capital market mechanisms, identifyingviable alternatives based on appropriate research and evidenceWeighspros and cons of internal financing versus global capital market mechanisms, identifyingviable alternatives based on research and evidence, but response contains inaccuracies, omits key details, or research and evidence are not relevant or cursoryDoes not weighpros and cons of raising money using internal financing versus global capital market mechanisms15Financing: Business CombinationAssessesthe viability of a business combination as a mechanismfor expanding into the new market, supported byappropriate research and evidenceAssessesthe viability of a business combination as a mechanismfor expanding, supported byresearch and evidence, but response is cursory, contains inaccuracies, or research and evidence are not appropriateDoes not assessviability of a business combination as a mechanismfor expanding into the new market15Track Record: Financial PerformanceConvincingly argues that organization is on solid financial footing, supportedbyappropriate financial statements, ratios,and other indicators of financial performance and healthArgues that organization is on solid financial footing, supportedbyfinancial statements, ratios,and other indicators of financial performance and health, but argument is cursory, contains inaccuracies, or supporting evidence is not credible, appropriate, or convincing for lendersDoes not argue thatorganizationis on solid financial footing15Track Record: Legal and EthicalConvincingly arguesfor organization’s trustworthiness, providing credible evidence of legal and ethical financial behaviorArguesfor organization’s trustworthiness, providing evidence of legal and ethical financial behavior, but argument is cursory, contains inaccuracies, or evidence is not credible or convincing to lendersDoes not argue for organization’s trustworthiness, providing evidence of legal and ethical financial behavior15Articulation of ResponseSubmission has no major errors related to citations, grammar, spelling, syntax, or organizationSubmission has major errors related to citations, grammar, spelling, syntax, or organization that negatively impact readability and articulation of main ideasSubmission has critical errors related to citations, grammar, spelling, syntax, or organization that prevent understanding of ideas10Total100
Answered Same Day May 21, 2021

Solution

Vasudha answered on May 28 2021
160 Votes
Nordstrom Investment Project in Greater China
Introduction:
    NORDSTROM headquartered in Seattle is the one of the top most apparel company in North America. Company wants to expand its operations in Greater China region planning to start from Shanghai. This project takes us to the plan details of timing, geography, spend capacity of the target population and cashing on the climatical aspect of the region. The strategies which company can adopt to harness the market share. The options available for the external capital funding and how the company can place itself against the competitors.
With the market share of more than 30% thru e-commerce, with the 5 unique selling concepts and having 116 full line stores spread across North America. Nordstrom is ever expanding company making its inroads in Main Land China.
Microeconomic and Financial Principles associated with this Investment:    
Demand for the Products: The Chinese Government’s Commitment towards World Trade Organization, Government has opened up foreign investment in major sectors of the economy and economy has developed to create immense demand in the apparel segment.
The demand can be created not only in the retail market segment but also digitally. With the implementation of robust technology in the supply chain management, the delivery time can be shortened and rush orders can be handled more economically, thus demand is matched with the supply to boost revenue earning capacity of the company and meeting revenue as close to the budgeted numbers. Tourist from all over the world flaunting to Shanghai for various reasons, frequent expos, visitors, to expand business, education etc., this creates huge demand for apparel.
Price Volume: Inventory management and frequent changes in hot designs are the challenges faced by the apparel industry throughout the world. To overcome this situation company should concentrate on the win-win solution for offloading the excess inventory, by off-price sale, offer week, online and offline marketing strategies. Pricing the products to cater to all section of the society and expanding every avenue for product offerings.
Capital Purchase Costs: Major FDI participants in China are from America, there is an ease in investment as foreign investors can directly manage the company and even for the collaboration with the Chinese company, these companies are more productive than Chinese firms. Yuan Chinese cu
ency is undervalued this puts in the advantageous position for the foreign investors. Another favorable point is that, expanding in this country low labor cost for the quality work.
Productivity Adjusted rates in China.
Although company has decided to invest in Shanghai region profoundly, in order to study the market practically and putting a strong foot, company can plan for 10 stores across the city. Company should work with the local contact in selecting the best location and can work on the similar line as expanded in Canada to get the best possible result. Company should aim to start the opening of stores by the end of the year 2020.
The Company is aiming at low-risk investments, with FDI Chinese manufacturers can use all major factors of production such as, Capital, labor, energy and raw materials more efficiently.
Population: Shanghai population is increasing at the rate of 2.88% at an annual rate. The city is emerging as a big financial hub and has become a global city. Shanghai is known as the Paris of the East, this title itself sets the expectation for the kind of market the city has and future demand and expansion for the apparel industry and Nordstrom’s in particular.
Ref: World Population Review
III. (2) Consolidated Financial Projection:
Availing loan in China is quick, with the average decision process of 5 days and if the process is longer and complex, it will take maximum 3 months. Interest Rates ranging from 3.92% to 24%. With non-performing loans relatively low, Banks are Optimistic in lending loans to the big and successful business names like Nordstrom.
Attached the Excel showing how...
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