Vision Country Club: Analysis of the Financial Plan Report

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Major challenges

From the analysis of the financial plan described herein after, Vision Country Club faces major challenges to sustaining itself amid increasing competition in the global leisure industry.

For instance, Vision Country Club immediate challenge is balancing rising expenditure and its projected income. Vision Country Club self sustaining business model means that the club relies on income from sale of services as well as membership fees for survival. Thus, increasing net profits margin is essential towards maintain its ambitious growth projections.

Profit making

To increase its net profits, Vision Country Club has earmarked sales, marketing and promotion as its major tool through such a growth is to be achieved.

To support this, large sums of money have been set aside for an expansive sales, marketing and promotion drive. This is aimed at directly reaching its target consumer base, which mostly consists of the high end market leisure seekers, sports men and women as well as business executives.

In addition to sales and marketing, Vision Country Club also aims at raising a significant amount of income from membership fees. Membership fee is set at US $ 2000. This is besides a variety of services offered at Vision Country Club, and all of which are charged separately, thus multiplying income.

Break even analysis

The cost from operations is to be relatively high.

However, due to the high guest turnover, the monthly break even is projected to be attained after mid month.

Vision Country Club’s monthly sales of service are projected to be US $ 1735000, while the monthly operating cost is expected to be US $ 526500.

Thus the break even point is estimated to be US $ 107108. Therefore, it takes 100 members spending more than US $ 1000 each every month, for the Club to break even

Projected growth

Vision Country Club annual growth rate is projected at an average of 80 % for the entire duration of five years under consideration.

This is largely expected to be sustained by a steady increase in inflow of customers over the five years duration coupled with low expenditures.

It is expected that most of the income is to be accrued from sports related services as well as dining, both of which are expected to accrue more than 80% of the total sales by the fifth year. However, due to the unexpected changes in market conditions, technology and other unprecedented occurrences, expenditures are expected to raise significantly within the five years, leading to a negative net worth.

This is not to be misconstrued to mean that Vision Country Club profit making abilities are affected negatively. Such negative figures are as a result of bank overdrafts, which it is projected are to be offset from the sixth year to avoid accruing interest on them.

Financial indicators

One of the major indicators of the growth of Visions Country Club is steady financial growth.

By operating in the highly competitive tourism sector, Visions Country Club heavily relies on peak seasons to make profits.

While holidays are expected to accrue steady source of income, overall annual growth is of major importance.

The direct cost of running business at Visions Country Club is expected to be high, which is attributed to sustaining sufficient workforce throughout the year. As such, boosting customer turnover is of paramount importance if Visions Country Club is to attain its bottom line.

Profit and loss – projected estimates

It is estimated that Visions Country Club will start accruing profits from the second year of the five year duration under consideration, and that the profit margin will increasingly grow as the business grows. This is hinged on projected increase in customer turnover, which automatically increases the demand of services offered at the club.

In calculating the profit and loss account, a few issues have been put into consideration.

Since Visions Country Club is a service firm, calculating the cost of sales does not incorporate the cost of goods sold; instead the cost of sales only incorporates the cost of good services sold.

Additionally, only naturalized non-Saudis are subject to pay payroll tax (Dept of Zakat and Income Tax n.pgn). Visions Country Club intends to maximize on this provision by employing native Saudis, thus minimizing the cost of fees accrued from payroll tax

It is expected that the gross annual income of the first five years to average at US $ 1.5 million; income for the first year are expected to be minimal and are projected to be around US $ 0.4 million, while the fifth year is expected to register the highest profit margin at US $ 3.6 million.

The sale of services is expected to quadruple in five years, to US $ 3.6 million.

This is boosted by a number of factors namely:

  • Consistent and value driven sales, marketing and promotion activities
  • Gradual increase in club membership
  • Increase in membership increases demand for services and translates to direct increase in total sale of services
  • Low cost of sales, attributed to customer driven marketing

Minimum expenses owing to a number of reasons such as: low flat depreciation rate, low rates of payroll taxes (Saudi Arabia is a tax haven for native Saudis). Thus most of the employees are natives of Saudi Arabians.

Full cash flow account

Figures at Year 5 reflect a negative cash balance. This is facilitated by bank overdraft, which funds increase in cash expenses.

Increased cash expenses are accrued from increased operational expenses.

Increased cost of doing business is accrued from increase in demand for services; salaries and wages, utilities, purchase of additional assets increase, thus increasing the company expenses

Vision country club projected balance sheet

As indicated in the table below, the figure project an unhealthy balance sheet for Vision Country Club.

The net worth for the company has diminished considerably by more than US $ 2.7 million.

A negative cash balance has a negative effect on the company’s net worth.

However, the unhealthy net worth figures are as a result of a significant decrease in asset values especially the current cash assets.

The negative net worth at the end of five years is not indicative of the company’s inability to make profits but reflects increase in expenses.

Increased expenses are a primary factor in calculating the net worth.

The net worth is further diminished by inclusion of other liabilities not included in Year 1 to year 3.

Such liabilities include loan repayments which begin at year five, diminish in fixed assets through sale of assets as well as depreciation.

Balance sheet.

Conclusion

The financial plan takes into consideration a period of five years under which Vision Country Club expects to make tremendous financial growth.

This growth is based on increased sales of services which are to be boosted by extensive sales marketing and promotion activities, aimed at increasing customer turnover.

Increased customer turnover translates in high increased demand of services; thus sales of services increase.

Vision Country Club does not currently depend on external investment; it is operated under a self sustaining model, and is the basis of its projected financial growth.

This model faces a number of challenges.

For instance the ever increasing operation cost, however diminishes net inflow of cash.

Other challenges include depreciation of assets, increase in cash expenses, and increase in the direct cost of sales among other expenses.

The effects: a negative cash balance implying that cash out flow exceedingly outweighs cash inflow. This reflects negatively on the company’s net worth statement; at the end of five years, the company has a negative net worth.

This is regardless of the gradual increase in gross sales margins as well as net profits.

Thus, the negative net worth is not as a result of fall in business but as a result of increased expenses, which are as a result of overdraft made to fund the extra and unprecedented operational costs.

Therefore, it is predicted that the company is to make profits for the five years running.

However, on the long term this is likely to diminish net profits.

Given the current scenario, Vision Country club has is set to achieve its goal of attaining profitability

Measures to mitigate imminent risks.

Offset the overdraft immediately after year 6, to mitigate the risk of accruing interest on these.

Increase the value of other current assets to reduce the net worth deficit.

Minimize the purchase of assets unless they absolutely necessary.

Adopt measures that will enable the club control expense margins low.

Sell nonoperational assets to offset cash flow imbalances.

Seek ways to increase membership even further; this has numerous benefits.

It increases the cost of services sold.

It increases direct income through sale of membership.

Works Cited

Dept of Zakat and Income Tax. Tax On Individuals : Persons Subject To Tax , 2012. Web.

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