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If the firm is operating at full capacity and no new debt or equity is issued, w

ID: 2760083 • Letter: I

Question

If the firm is operating at full capacity and no new debt or equity is issued, what external financing is needed to support the 20 percent growth rate in sales? (Do not round intermediate calculations.)

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If the firm is operating at full capacity and no new debt or equity is issued, what external financing is needed to support the 20 percent growth rate in sales? (Do not round intermediate calculations.)

The most recent financial statements for Fleury Inc., follow. Sales for 2015 are projected to grow by 20 percent. Interest expense will remain constant; the tax rate and the dividend payout rate will also remain constant. Costs, other expenses, current assets, fixed assets and accounts payable increase spontaneously with sales. FLEURY, INC. 2014 Income Statement Sales Costs Other expenses $751,000 586,000 22,000 Earnings before interest and taxes Interest paid $143,000 18,000 $125,000 50,000 laxable income Taxes (40%) Net income $ 75,000 Dividends Addition to retained e $30,000 45,000 arnings FLEURY, INC. Balance Sheet as of December 31, 2014 Assets Liabilities and Owners Equity Current assets Current liabilities $ 21,040 Accounts payable $ 55,200 Cash Accounts receivable 14,400 $ 69,600 $134,000 Net plant and equipment $240,000 Common stock and paid-in surplus $120,000 33,360 Notes payable Inventory 70,320 Total Total Fixed assets $124,720 Long-term debt Owners' equity 41,120 $161,120 $364,720 Retained earnings Total Total assets $364,720 Total liabilities and owners' equity

Explanation / Answer

Answer

Fleury Inc. (income statement)

Figures in $

Particulars

2014

2015

Formula

Sales

a

751000

901200

751000*1.2

Costs

b

586000

703200

586000*1.2

Other expenses

c

22000

26400

22000*1.2

Earnings before interest & taxes (a-b-c)

d

143000

171600

Interest paid

e

18000

18000

Taxable income (d-e)

f

125000

153600

Taxes (40%)

g

50000

61440

Net income       (f-g)

h

75000

92160

dividend

i

30000

36864

92160*(30000/75000)

Additional to retained earnings (h-i)

45000

55296

Fleury Inc.

Balance sheet of December 31, 2015

Figures in $

Liabilities & owner's Equity

Amount

Assets

Amount

Accounts payable

66240

(55200*1.2)

Current assets

149664

Notes payable

14400

(124720*1.2)

Long term debt

134000

Fixed assets

288000

(240000*1.2)

Owner's equity

Common stock and paid in surplus

120000

Retained earnings

96416

(55296+41120)

External financing needed

6608

437664

437664

Answer : External financing needed to support the 20 percent growth rate in sales is $ 6608

Fleury Inc. (income statement)

Figures in $

Particulars

2014

2015

Formula

Sales

a

751000

901200

751000*1.2

Costs

b

586000

703200

586000*1.2

Other expenses

c

22000

26400

22000*1.2

Earnings before interest & taxes (a-b-c)

d

143000

171600

Interest paid

e

18000

18000

Taxable income (d-e)

f

125000

153600

Taxes (40%)

g

50000

61440

Net income       (f-g)

h

75000

92160

dividend

i

30000

36864

92160*(30000/75000)

Additional to retained earnings (h-i)

45000

55296