Quantitative & Qualitative Analysis

Question 1

Quantitative Analysis

Answer 1

1) Asses the situation
2) Analyze major issues

Question 2

Quantitative Analysis - Step #1 Assess the situation

Answer 2

• determine the purposes (purposes statement)
• determine the information available to you (FS and Exhibits)

Question 3

Quantitative Analysis - Step #2 Analyze major issues

Answer 3

• Interpret and analyze excel findings into word
• include notes and assumptions
• conclude

Question 4

Qualitative Analysis

Answer 4

1) Assess the situation
2) Analyze the major issues
3) conclude and advise

Question 5

Qualitative Analysis - Step #1 Assess the situation

Answer 5

• users (shareholders, management, third party, etc)
• user objectives

Question 6

Qualitative Analysis - Step #2 Analyze major issues

Answer 6

• analyze risk and rewards (risk = lack of management expertise, reward = potential of future growth)
• explain why is it a risk and why it is a reward
• can also be analyzed as pros and cons list

Question 7

Qualitative Analysis - Step #3 Conclude and Advise

Answer 7

• make conclusion and recommendation that links back to user objectives
• identify ways to mitigate risk