The owners of The Big Grape (TBG) are looking to expand their business’ offerings in 2020 and
beyond. Their management team have asked you to prepare a report for the Board of Directors on
the financial health of the business from 2016-2019 and provide advice on the opportunities for
Over past years, key areas of concern to the Board have been working capital management
and liquidity with a strategic focus on return to shareholders. Now the Board is looking further
forward. The management team hopes that your analysis will show that the business is
healthy and has the financial resources – or possible access to them – to expand their
You may not have all the information to complete a full analysis so you will need to include in your
report the information you need and why – the management team is expecting this.
You have been given the:
? Financial ratios downloaded from the organisation’s financial reporting system
? Company information – background, vision, strategy
This information is found on the following pages.
In formal or business report format, you must address the following:
? your assessment of the financial health of the organisation from 2016 to 2019 and the
opportunities for future growth. This would include an explanation of the ratios or other
data you are using to support your analysis.
? any additional information that you need to complete your analysis that may not have
? an explanation of at least 3 (but not limited to) recommendations – relating to areas of
strategic focus – that the management team can take to the owners to ensure the
future success of the business (see following pages).
You should use the ratios you have reviewed in lecture and tutorial notes and activities to help
you organise your analysis.
Your report is to be submitted through Turnitin. Please refer to the Faculty assessment
regulations for more information. A marking guide is available on MyWAI under the
assessment information tab.
You may also refer to the Faculty of Higher Education Glossary to check on the format of a
Business Report or to the LRC information pages that explain the format for a formal report.