Capstone – Project

Financial Modeling: Build 5 Year Rev & Expense Pro-Forma for new Cloud Practice

A Collaboration Between

Engagement Synopsis

BroadPoint Group is growing their Cloud Practice. They’re eager to gain more insights into the future of the business based on their new product and growth strategy. The goal is for the team of the MBA students to produce a working financial model predicting the 5 year revenue and expense for the Cloud Practice at BroadPoint Group.


  • Where will the students be going? Please add the specific address including Address, City, State and Zip Code.


  • Any required pre-reqs? What should the students know in order to be successful in this engagement?


  • If successful, what will the students learn?

Company Information

CompanyBroadPoint Group
Revenue3,000,000 - 10,000,000,
StageSmall Business
Hiring PotentialFormal Internship, Entry Level Full-Time

Company Overview

Over 50 years of technology operational, recruiting, and professional services experience in the Pacific Northwest. We understand the specific challenges you face and we can help you solve them using clear expectations and clear success criteria. With technology services, staffing and recruiting, we provide solutions that solve your business challenges and help your core business succeed.

Industry Mentors

Company Admin


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Course Info & Engagement Details

SchoolMasters in Business Administration (MBA)
Engagement Format -
CourseMBA APPLY Interterm (FALL 2019)
Students Enrolled120 Enrolled, 4-5 per group per project
Meeting Day & Time10/14 - 10/17/2019 on-site at host company
Student Time Commitment1-3 Hours Per Week
Company Time Commitment3-5 Hours
Duration0.43 Weeks

Project Topics

Academic Mentors

There are currently no supervisors assigned.

Assigned Students

There are currently no students assigned.

Program Timeline

Touchpoints & Assignments Due Date Submission

Key Milestones & Project Process

  • October 14, 2019 - Learn More about Business Model and Product

    Prepare to interview various team members on-site and virtually to learn more about the business…

    • What has been the business model to-date?
    • What new products are being introduced?
    • What are different key stakeholders expecting

  • October 15, 2019 - Deep Dive on Financial Model with Focus on Improvements

    1. Review current financial model
    2. Sketch out ways to improve the financial model
    3. Work with key stakeholders to make improvements to the model

    Suggested Deliverable:

    Present final model to BroadPoint Group Management

  • October 17, 2019 - Make Business Model Recommendations Based on New Financial Model

    • What key improvements can be made to cost and revenue structure?
    • Are there any alarming ratios or stats you can pull from the financial model to provide more insights to management?

    Suggested Deliverable:

    Present final insights to BroadPoint Group Management

Project Resources

There are no resources currently available