An overview of the financial strengths and weaknesses of the company and an explanation of how those elements will be leveraged and minimized to insure that the loan will be a good solid investment and financially manageable

Presentation to Lender

Analyze the pro forma statement for Kristin Raina Interior Designs created in the previous module and create a detailed PowerPoint presentation with speaker’s notes to demonstrate why the bank should give Kristin a loan. The amount requested and loan terms should be financially manageable and you need to justify the amount requested in your presentation. Your presentation should include:

  • A clear explanation of how much money is being requested from the lender and how the money will be used to expand the business.
  • An overview of the 12 Month Pro Forma Budgeted Income Statement created in the previous module.
  • An analysis of the budgeted income statement that includes key financial ratios (see Module 3 for a listing of key financial ratios).
  • An overview of the financial strengths and weaknesses of the company and an explanation of how those elements will be leveraged and minimized to insure that the loan will be a good solid investment and financially manageable. Make sure to use financial ratios to support your argument and help sell this idea to the lender).
  • Finally, keep in mind that the audience of this presentation will be the lender and that the goal of this presentation is to sell the interior design company as a good investment to the potential lender.

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