CIM Preparation for Vail Mountain Corp
Budget: $250 – $750 USD
I have been tasked with making a CIM for Vail Mountain Corp. I do not have enough time to complete it and my assigned tasks by the deadline, Monday at Noon. Below are the requirements sent to me by my boss:
Executive Summary
Introduction and Overview of the Firm
History
Products and Services
Major Competitors
Industry Analysis
Industry Summary
Industry Trends and Industry Outlook
Degree of Competition/ Market Shares/ Economic Moat
Key Industry Drivers
Overall Conclusions about the Industry
Management Team
Brief bios and photos (if available) for senior management including the Chairman of the Board, CEO, CFO, and heads of Marketing, Human Resources, Operations, Information Technology, Legal and Compliance, and others if appropriate. This information can be found in the Proxy Statement, in the 10K, and in Cap IQ.
State your overall conclusions about Management.
Financial Analysis of the Firm
Past 5 Years Financial Statements
Ratio Analysis- include comparisons to the industry averages and competitors’ ratios
Show the ratios by category. Show the ratios and then discuss the analysis and comparisons. Then do the next category with its ratios and discussion. Do this for each of the categories and ratios below:
Liquidity- CR, QR
Asset Utilization- ACP, Inv Turnover, FAT, TAT
Debt- D/TA, D/SE, EBIT/Int
Profitability- GPM, OPM, NPM, ROA, ROE
Overall Conclusions from the Ratio Analysis
Proforma Statements
Identify and Explain Income Statement Assumptions- Base, Best, and Worst Cases
Proforma Income Statements
Identify and Explain Balance Sheet Assumptions- Base, Best, and Worst Cases
Proforma Balance Sheets
Valuation- Show and explain the calculations. Assume the company is private; it does not have public market value. Do not the public market value in any calculations.
DCF Values
Precedent Transaction Values
Public Comparables Values
Valuation Football Field
Overall Conclusion about the Value
Attached Below is the example my boss provided me.
Executive Summary
Introduction and Overview of the Firm
History
Products and Services
Major Competitors
Industry Analysis
Industry Summary
Industry Trends and Industry Outlook
Degree of Competition/ Market Shares/ Economic Moat
Key Industry Drivers
Overall Conclusions about the Industry
Management Team
Brief bios and photos (if available) for senior management including the Chairman of the Board, CEO, CFO, and heads of Marketing, Human Resources, Operations, Information Technology, Legal and Compliance, and others if appropriate. This information can be found in the Proxy Statement, in the 10K, and in Cap IQ.
State your overall conclusions about Management.
Financial Analysis of the Firm
Past 5 Years Financial Statements
Ratio Analysis- include comparisons to the industry averages and competitors’ ratios
Show the ratios by category. Show the ratios and then discuss the analysis and comparisons. Then do the next category with its ratios and discussion. Do this for each of the categories and ratios below:
Liquidity- CR, QR
Asset Utilization- ACP, Inv Turnover, FAT, TAT
Debt- D/TA, D/SE, EBIT/Int
Profitability- GPM, OPM, NPM, ROA, ROE
Overall Conclusions from the Ratio Analysis
Proforma Statements
Identify and Explain Income Statement Assumptions- Base, Best, and Worst Cases
Proforma Income Statements
Identify and Explain Balance Sheet Assumptions- Base, Best, and Worst Cases
Proforma Balance Sheets
Valuation- Show and explain the calculations. Assume the company is private; it does not have public market value. Do not the public market value in any calculations.
DCF Values
Precedent Transaction Values
Public Comparables Values
Valuation Football Field
Overall Conclusion about the Value
Attached Below is the example my boss provided me.