Default Category
-
Loren Rathbone's Investment: The Flashing Red Light
Brian LaneCase IVEY-9B16N066-EFinanceIn 2008, a retired farmer from Moose Jaw, Saskatchewan, was facing a challenging investment decision. He had recently met with a real estate investment representative about an opportunity near Edmonton, Alberta. The farmer understood land, but investing in real estate was new for him. The 11 per cent bond return that the representative enthusiastically described made the opportunity seem very appealing. On the other hand though, the farmer wonder...Starting at €8.20
-
Thistle Links: An Equity Financing Exercise
Ian Dunn; Martin EidenbergCase IVEY-W26409-EAccounting and ControlOn October 31, 2021, Thistle Links Inc. (Thistle), a sports management company headquartered in Toronto, Ontario, had just finished its fiscal year 2021. During the year, the company had experienced a wide variety of occurrences related to its equity financing activities. Starting with the shareholders’ equity section of the previous year’s statement of financial position, Thistle’s accountant is tasked with recording all transactions that occurr...Starting at €8.20
-
Zarr Tech: Next Steps for a Growing Business
Julie Gosse; Martin EidenbergCase IVEY-9B19A046-EEntrepreneurship, MarketingIn 2018, founder and chief executive officer of Zarr Tech Canada Inc. (Zarr Tech), understood the need for his young business to continue along its impressive growth trajectory. However, he was unsure how this goal could best be achieved. Given the increaStarting at €8.20
-
NCEM: Improving Accounting Processes for a Canadian Charity
Brian LaneCase IVEY-9B21B004-EAccounting and ControlThe general director of Northern Canada Evangelical Mission (NCEM) wanted to make some changes to the organization’s accounting system to coincide with the calendar year-end. The changes involved consolidating the financial records for 20 separate ministries operating across the country to reduce the number of redundant, time-wasting, manual entries needed and to align the general ledger accounts with the charitable activities report required by ...Starting at €8.20
-
BusBoard Prototype Systems Ltd.: Making Sense of Foreign Exchange
Brian Lane; Craig WilsonCase IVEY-9B20N020-EEntrepreneurship, Finance, StrategyBusBoard Prototype Systems Ltd. (BusBoard), a company based in Calgary, Alberta, that designed and manufactured printed circuit boards targeted at the electronics hobbyist market, managed foreign-currency transactions on a transaction-by-transaction basis. The company’s general manager had been buying and selling CAD and USD while attempting to maximize the company’s value, timing transactions based on previous experience and professional judgmen...Starting at €8.20
-
A Broken Trust
Brian Lane; Vince Bruni-Bossio; Suresh KalagnanamCase IVEY-9B15N027-EFinanceBased on client meetings, this case profiles a situation in 2014 where pension plan members are struggling to make decisions due to inappropriate account reporting. A sense of urgency permeates the case. The husband’s pension account has recovered much of the value he lost in 2007, but he is concerned that another loss could occur, at a point in his life where he will not have time to recover. Two themes are addressed through a discussion involvi...Starting at €8.20
-
Hairstrong: Working Out a Marketing Plan
Julie Gosse; Martin EidenbergCase IVEY-W34635-EEntrepreneurship, MarketingHairstrong Inc. (Hairstrong) sold hair scrunchies, and the business’s founder had experienced significant success since selling her first products in September 2019. Sales had reached CA$90,000, and media coverage came from outlets such as Good Morning America, Chatelaine, and Global News. However, the founder wanted to expand on the early success to double current total annual revenue and consider making Hairstrong her full-time occupation. This...Starting at €8.20
-
Siesta Splash: Ringing Up Marketing Success
Julie Gosse; Martin EidenbergCase IVEY-W27965-EEntrepreneurship, MarketingIn March 2021, Siesta Splash sold colourful rings exclusively through Instagram. By the beginning of July 2021, the entrepreneurial venture had managed to exceed CA$20,000 in sales and had accumulated almost 2,000 Instagram followers. However, this success merely created more questions for the owner about how to continue to grow and scale her business. She wondered if expanding Siesta Splash’s product line, for instance by selling earrings, was a...Starting at €8.20
-
Smith Family Financial Plan (A)
Brian Lane; Nathalie JohnstoneCase IVEY-9B13N005-EFinanceThe Smith family is in a cash crunch. Even with a combined gross family income of $80,000 per year, monthly cash outflows are still greater than inflows. Joel and Amber Smith are aware of these cash flow problems, but do not understand where their money goes and struggle to set financial goals. They have contacted a financial advisory firm to help them develop a plan and set realistic future goals. The Smiths face financial problems common to you...Starting at €8.20
-
Smith Family Financial Plan (B)
Brian Lane; Nathalie JohnstoneCase IVEY-9B13N006-EFinanceThis is a supplement to Smith Family Financial Plan (A), product 9B13N005.Starting at €5.74