Financial Analysis for Jitterbug Pty Ltd

Save this file under a name unique to you. Preferably start the file name with your family name and first name and the relevant year and study period.

Highlight and delete this message.

[ENTER THE TITLE OF THE REPORT INCLUDING THE NAME OF THE BUSINESS BEING INVESTIGATED]

for

[Enter the name of the client]

[Enter the date of submission]

prepared by

[Enter your name]

Executive Summary

Write this section last

Do not include sub headings

Use single line spacing and italics

Be brief – no more than 200 words

Include a brief summary of all sections

Purpose and scope

Type of analysis

Most significant findings

Most important recommendations.

Highlight and delete this message.

[Click here and insert your text for the Executive Summary]

Contents

To update the page numbers in the contents table below, when you have completed your report:

- left click on the table below

- right click and select Update Field

- ensure “Update page numbers only” is selected

- click OK

Highlight and delete this message.

Executive Summary i

Contents i

Introduction 1

Profitability 1

Liquidity 1

Financial Stability 1

Conclusion 1

Recommendation 1

Reference List 1

Introduction

Background

Jitterbug Pty Ltd was purchased at the beginning of 2008 by Shane Long, the only shareholder of the company. Shane would undertake a major upgrade to increase the profitability. In order to complete improvements, Shane would like to borrow $600,000 from Fitzory Bank.

Purpose

The purpose of this report is to provide a recommendation whether Fitzory Bank should approve $600,000 loan to Jitterbug Pty Ltd. To assess the financial health of Jitterbug Pty Ltd, it will be based upon the evaluation Profitability, Liquidity and Financial Stability.

Scope

The scope of this report is to analyse the current financial situation of Jitterbug Pty Ltd based on last three years financial statements. The analysis is to evaluate Profitability,...