Evaluation Memo: North Florida Lubes
first 4 sections of the investor presentation (pp. 4-33)
the following sections of the memo.
Please limit the memo to no more than two pages.
simple income statement forecast model for the company, based on the
assumptions included in the Excel workbook.
a brief description of the company.
Please use complete sentences and describe the company without copy/pasting
from the Executive Summary of the presentation.]
should Take 5 consider investing in NFL?
Bullet point format preferred.]
are the key risks you have identified regarding Take 5’s potential investment
in NFL? Bullet point format preferred.]
your recommendation of whether or not you think Take 5 should move forward with
the potential acquisition of NFL; please include supporting rationale for your
recommendation. There is no right or
wrong answer. Please use complete
Initial Investment Evaluation Memo: North Florida Lubes (“NFL”) Instructions: 1