Finalize Pitch Book

MONDAY

Team Meeting & E-mails

9:00 AM

Client Introduction

9:30 AM

Company Research

11:30 AM

12:30 PM

3:00 PM

TUESDAY

Team Meeting & E-mails

9:00 AM

Market Analysis

9:30 AM

Financial Modelling

10:30 AM

Lunch with Client

12:30 PM

Industry Review

3:00 PM

WEDNESDAY

Team Meeting & E-mails

Team Meeting & E-mails

9:00 AM

Manager Check-In

Manager Check-In

1030 AM

12:00 PM

1:00 PM

Develop Pitch Book

Develop Pitch Book

7:00 PM

THURSDAY

Team Meeting & E-mails

Team Meeting & E-mails

9:00 AM

Due dilligence (M&A)

Due dilligence (M&A)

11:00 AM

Lunch with Client

Lunch with Client

1:00 PM

Training Session

Training Session

2:00 PM

Financial Modelling

Financial Modelling

4:00 PM

FRIDAY

Leadership Meeting

Leadership Meeting

9:00 AM

Finalize Pitch Book

Finalize Pitch Book

9:30 AM

Relationship Building

Relationship Building

10:00 AM

1:00 PM

Weekly Summary Report

Weekly Summary Report

2:00 PM

Congratulations!

Congratulations!

Finalize Pitch Book

Finalize Pitch Book

It is time to compile all your work and finish the Pitch Book for the client.

Assignment Task

From the Bank of America Simulation, complete Task Four