Client engagement outline

You are acting as an outside consultant to Gentry Inc. and have been hired to help the company with the IPO on the primary market so that it can expand internationally. Be sure to review the Course Project Introduction before you start this project.

Gentry Inc. is a mid-sized tech firm (200 employees and $300 million in revenue) and has been privately held since the firm’s inception ten years ago. The organization’s board of directors is keen on expanding the operations globally to take advantage of a growing market. Based on reports from the research and development team, the organization can increase its profitability metrics by 15 to 25% if it expands the operations to China, Japan, and Germany. Becoming a multinational organization will not be easy. To finance this expansion, the board of directors has decided to take the organization public and issue some bonds to raise an additional $50 million. The research team has already determined that the organization meets the financial requirements outlined by the Securities Exchange Commission. The goal is to maximize the Initial Public Offering (IPO), and the leadership must efficiently manage the capital, measure the risk of the investments, and ensure the financial metrics are robust relative to similarly sized organizations

Create an outline with all of the items that need to be addressed for you to complete the client engagement. The final page of your outline should be an APA References page.

Include your initial plans for:

  • growth strategies
  • capital structure
  • risk identification, which is all covered in subsequent weeks of the projects

Use a numerical outline with subcategories to complete this assignment. See example below:

  1. Expanding XYZ Inc
  2. History
    1. Background
    2. Locations
    3. Customers
  3. Growth Strategies
  4. Etc.

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