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Supporting Student Notes:

 So how do you get ready for the executive meeting?

 Fact Finding:
 • From publically available documents plus any internal awareness:
 • Where is the profitability coming from?
 • Where is the pain coming from?
 • Which businesses are growing?
 • Which businesses are being managed for growth and which for return?
 • Were changes in profitability due to anomalous or one-time occurrences (merger or restructuring charges, or the sale

    or acquisition of businesses and portfolios) or to recurring or operating performance?
 • Were mergers well executed?
 • How long did they take to complete?
 • How successful has the integration of the two organisation’s systems and corporate cultures been?

 External Conditions:
 • Look at all of the external market conditions specific to our account: their competitors; their market positioning and

    market share; their target markets and consumers; the impact of regulation and technology change on their business;
    and so on
 • We are analyzing the business impacts and challenges they face externally
 • The result is that we then have a great range of material to discuss with the senior management in the account
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