TAILIEUCHUNG - Lecture Hospitality financial management: Chapter 10 - DeFranco, Lattin

The tenth chapter delves into the need for an investment package. The authors discuss how a professional investment package is prepared to gain approval for funding. The components of an investment package and evaluation of investment package in explained in detail. | Chapter 10 The Investment Package Copyright © 2007 by John Wiley & Sons, Inc. All rights reserved Chapter Overview The Need for an Investment Package Components of an Investment Package Evaluation of an Investment Package Lender Owner/Investor Copyright © 2007 by John Wiley & Sons, Inc. All rights reserved Need for the Investment Package First step in gaining approval for funding is the preparation of a professional investment package The investment package should tell the story and sell the project to capital sources Copyright © 2007 by John Wiley & Sons, Inc. All rights reserved Parts of the Investment Package Executive summary Fact sheet Business plan Source and use of funds statement Photographs or renderings Third-party confirmation Project budget Qualifications of the project team Investment analysis Personal financial data Copyright © 2007 by John Wiley & Sons, Inc. All rights reserved Executive Summary Brief recap of the project stating: How much capital is needed Why the request should be approved Major operational and financial benefits of the deal When seeking debt financing the executive summary should include: Key loan terms being requested Highlight the project’s LTC, LTV, and DSCR Copyright © 2007 by John Wiley & Sons, Inc. All rights reserved Fact Sheet One-page description of the key components of the project Should succinctly answer the basic questions the reader wants answers to with regard to the project Copyright © 2007 by John Wiley & Sons, Inc. All rights reserved Sample Fact Sheet Hotel Information Location The Huntington Hotel is located in downtown Charleston, on the peninsula, one mile northwest of the city’s historical district. The hotel enjoys a wonderful location, overlooking the river and is only one block from the city’s minor league baseball park. The Citadel is one mile to the north and the state’s largest medical complex is only half a mile to the south. US Highway 17, the main highway providing access to the peninsula from the .

• Quản trị kinh doanh
• Financial management
• Hospitality financial management
• Hospitality industry management
• The investment package
• Financial statement
• International trade transactions
• Fundamentals of financial management
• Financial statement analysis
• International financial management
• Quản lý tài chính
• Multinational financial management
• Exchange rates
• Financial environments
• Overview of Financial Management and the Financial Environment
• The financial environment
• Forms of business organization
• Determinants of stock pricing
• Financial instruments
• Practical financial management
• Financial background
• Financial statements
• Financial planning
• Financial system
• Financial ratio
• IT financial management
• Setting the scene
• IT financial management maturity
• Parameters influencing IT financial management
• Costs of IT financial management
• More quantifiable benefits
• Overview of roles
• Analysis of financial reports
• Analyzing financial statements
• Management decision making
• Foundations of financial management
• Review of accounting
• Financial analysis
• Financial forecasting
• The financing decision
• Financial leverage
• Current asset management
• Paper F7
• Revision kit 2016
• Management Financial
• Financial Management Exam Review
• Review of Financial Management
• Study text 2016
• Lecture Multinational financial management
• International financial reporting standards
• Foreign exchange risk management
• Financing decisions
• Investment decisions
• Role of management
• International cash management
• Cash flow analysis
• Centralized cash management
• Intermediate financial management
• Financial options
• Corporate valuation
• Corporate governance
• Financial markets
• Cash flow
• Analysis of financial statements
• Ratio analysis
• Interest rates
• Financial institutions
• Forecasting sales
• Business environment
• Limited liability company
• Common size analysis
• Statement analysis
• Break even analysis
• Break even point