The first step to beginning the research for the Integration Assignment is to compile background information about the company and product/service.
Listed in the boxes below are the best resources for your first assignment:
Public companies are required to file financial information with the SEC. Each year a public company will produce a 10-K annual report.* This report provides valuable information that goes beyond the balance sheet and income statements. Usually, the entire year is recapped and you will learn about the external and internal forces affecting the company.
Read the 10-K closely, especially these two sections:
Here are few places to get a company's 10-K:
*Note: A foreign company (a "foreign private issuer") that trades in the United States files a Form 20-F annual report. A foreign company files a 20-F if 50% or less of its outstanding voting securities are held by U.S. investors; once a company crosses that threshold it must file the same SEC forms as a U.S. company.
These library databases contain company SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis and reports. SWOT reports are typically available for public companies and may be available for large private companies. If you cannot locate a SWOT report for your company in any of these databases please ask a librarian for assistance.
These databases are the best starting points for company, market and industry research.
Most company web sites are structured to provide key pieces of valuable information. Check for: