CASING PREP

revenue

volume (number sold) * price

cost

fixed cost + variable cost

profit

revenue - costs

profit margin

profit / revenue

ROI

profit / investment

breakeven point

fixed costs / sales price - variable costs

ROA

Profits / Total assets

what should you do after getting the prompt?

• take notes after you hear the prompt

• ask “Is it okay if I can double check the prompt?”

• say the prompt back with key components

What should you do after clarifying the prompt?

• ask “Could I ask a few questions?” or “I have a couple questions”

• ask questions!

• maybe historical data, current revenue streams, market share, competition

What should you do after the questions?

• ask for a minute to think this through

• come up with 3-4 buckets

• say an initial statement “I definitely think this goal is attainable, but it’s important to take a look at…”

• describe each bucket

What should you do when given exhibits or additional info?

• explain the takeaways from what you are seeing

• show how this changes your original stance (if at all)

final recommendation

“I recommend that company…because of this, this, and this”

• talk about risks

• mention next steps

• talk about areas that need more research