financing capital structures

As a manager of the Fortune 500 company selected in one, you need to be able to determine larger funding sources by creating a financial plan to help reduce duplication of resources, identify requirements and risks, and determine various financing options. Completing this planning is an essential step for all businesses to take if they want to succeed.


You decide to create a financial plan for leaders of the Fortune 500 company selected in week one to help distinguish between sources, requirements, and risks associated with various types of long- and short-term financing capital structure that your company can potentially use in the future.


Assessment Deliverable

Draft a 3- to 4-page financial plan for your company. This plan should include sections for a business case and profit-and-loss statements for 2024, 2025, and 2026. Include the following items:

  • A business case that includes a description, type of business, and sources of funding
  • Note: Use your Wk 5 Assessment Prep: Business Case Research assignment and feedback.
  • A profit-and-loss statement for a 3-year period (2024, 2025, and 2026).
  • Project revenue for 2024, 2025, and 2026. State realistic assumptions, such as growth per year, in your projections.
  • Estimate direct costs, including capital, marketing, labor, and supply, for 2024, 2025, and 2026.
  • A conclusion that includes an explanation of what working through a financial plan can do for a company.


Cite references to support your assessment according to APA guidelines. Use the APA Template in the Writing Center if you write a paper. The APA Template is in Microsoft Word. Use the Sample PowerPoint in the Writing Center if you write a presentation. And include speaker notes with each slide except the title and reference pages. If you need help locating the APA Template of Sample Presentation, send me a private message.


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