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Problem 12-6 Additional Funds Needed The Booth Company\'s sales are forecasted t

ID: 2629950 • Letter: P

Question

Problem 12-6
Additional Funds Needed

The Booth Company's sales are forecasted to double from $1,000 in 2012 to $2,000 in 2013. Here is the December 31, 2012, balance sheet:

Booth's fixed assets were used to only 50% of capacity during 2012, but its current assets were at their proper levels in relation to sales. Spontaneous liabilities and all assets except fixed assets must increase at the same rate as sales, and fixed assets would also have to increase at the same rate if the current excess capacity did not exist. Booth's after-tax profit margin is forecasted to be 3% and its payout ratio to be 55%. What is Booth's additional funds needed (AFN) for the coming year? Round your answer to the nearest dollar. Please provide step by step calculations so I can learn. Your AFN is wrong. In my text it says that the calculation for AFN = Increase in assets - increase in liabilities - addition to retained earnings. Please provide calculations as to how you got your figures. Thank you.

$ ________________

Cash $  100 Accounts payable $   50 Accounts receivable 200 Notes payable 150 Inventories 200 Accruals 50 Net fixed assets 500 Long-term debt 400 Common stock 100 Retained earnings 250 Total assets $1000 Total liabilities and equity $1000

Explanation / Answer

Hi

This might helpful to you. Doesn't answer your exact question, just for info I copied here..

(14-8) At year end 2004 , total assets for Bertin Inc. were $1.2 million and accounts by payable were $375.000 sales , which in 2004 were $2.5 million , are expected to increase by 25 percent in 2005. Total assets and accounts payable are propor tional to sales and that relationship will be maintained. Bertin typically uses no current liabilities other than accounts payable. Common stock amounted to $425.000 in 2004, and retained earnings were $295.000 Bertin plans to sell new common stock in the amount of $75.000 The firm's profit margin on sells is 6 percent; 40 percent of earning will be paid out as dividends.

a. what was Bertin's total dept in 2004 ?

b. how mush new , long term dept financing will be needed in 2005? (Hint :AFN New stock = New long term dept.) Do not consider any financed feedback effects.

Cash                                   $100              Accounts payable             $50

Accounts receivable           200             Notes payable                     150

Inventories                          200              Accruals                              50

Net fixed assets                 500             Long term debt                    400

                                                                                                                              

              100                   Common stock

              250                    Retained earnings

Total assets                  $1.000            Total liabilities and equity   $1.000

Booth's fixed assets were used to only 50 percent of capacity during 2004, but is current assets were at their ropor levels . All assets except fixed assets increase at the same rate as sales , and fixed assets would also increase at the same rate if the current excess capacity did not exist. Booth after tax profit margin is forecasted to be 5 percent, and its payout ratio will be 60 percent . what is Booth's additional fund's needed (AFN) for the coming year ?

14-8     a.  

          $1,200,000 = $375,000 + Long-term debt + $425,000 + $295,000

      Long-term debt = $105,000.

Total debt = Accounts payable + Long-term debt

           = $375,000 + $105,000 = $480,000.

      Alternatively,

Total debt = - Common stock - Retained earnings

           = $1,200,000 - $425,000 - $295,000 = $480,000.

b.   Assets/Sales (A*/S) = $1,200,000/$2,500,000 = 48%.

L*/Sales = $375,000/$2,500,000 = 15%.

2002 Sales = (1.25)($2,500,000) = $3,125,000.

AFN = (A*/S)(?S) - (L*/S)(?S) - MS1(1 - d) - New common stock

    = (0.48)($625,000) - (0.15)($625,000) - (0.06)($3,125,000)(0.6) - $75,000

    = $300,000 - $93,750 - $112,500 - $75,000 = $18,750.

Alternatively, using the percentage of sales method:

                                    Forecast

                                     Basis %               Additions (New

                                                                2004     2005 Sales             Financing, R/E)          Pro Forma

Total assets                        $1,200,000             0.48                                         $1,500,000

Current liabilities                $ 375,000            0.15                                          $ 468,750

Long-term debt                    105,000                                                                 105,000

Total debt                        $ 480,000                                                              $ 573,750

Common stock                      425,000                                    75,000*                 500,000

Retained earnings                  295,000                                  112,500**             407,500

   Total common equity        $ 720,000                                                            $ 907,500

Total liabilities   

   and equity                      $1,200,000                                                             $1,481,250

AFN = Long-term debt =                                                                               $   18,750

*Given in problem that firm will sell new common stock = $75,000.

**PM = 6%; Payout = 40%; NI2005 = $2,500,000 x 1.25 x 0.06 = $187,500.

Addition to RE = NI x (1 - Payout) = $187,500 x 0.6 = $112,500.