Subject category:
Finance, Accounting and Control
Published by:
Tecnologico de Monterrey
Version: 6 February 2019
Revision date: 20-Sep-2019
Length: 4 pages
Data source: Field research
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Abstract
This is a Spanish version. The owners of the company Totopitos Crujys, Francisco Garcia and Manuel Fernandez, planned to expand their product portfolio. They wanted to know if the time was right and if they required additional capital. They had a friend that had the urgency of investing their money and was interested in partnering with them, but they asked for financial information that they did not have well structured. They concluded that it was essential to hire a consultant who would provide them with sufficient tools to make a supported decision. The expert proposed them to do the following: a) build and examine their historical financial information to evaluate the operation of the company in the past and determine their current situation in terms of profitability and financial condition; and b) review financial projections in order to anticipate the future effect of current decisions.
Geographical setting
Region:
Americas
Country:
Mexico
Location:
Zamora
Featured company
Totopitos Crujys
About
Abstract
This is a Spanish version. The owners of the company Totopitos Crujys, Francisco Garcia and Manuel Fernandez, planned to expand their product portfolio. They wanted to know if the time was right and if they required additional capital. They had a friend that had the urgency of investing their money and was interested in partnering with them, but they asked for financial information that they did not have well structured. They concluded that it was essential to hire a consultant who would provide them with sufficient tools to make a supported decision. The expert proposed them to do the following: a) build and examine their historical financial information to evaluate the operation of the company in the past and determine their current situation in terms of profitability and financial condition; and b) review financial projections in order to anticipate the future effect of current decisions.
Settings
Geographical setting
Region:
Americas
Country:
Mexico
Location:
Zamora
Featured company
Totopitos Crujys