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A small business owner visits her bank to ask for a loan. The owner states that

ID: 2813847 • Letter: A

Question

A small business owner visits her bank to ask for a loan. The owner states that she can repay a loan at $2,300 per month for the next three years and then $4,600 per month for two years after that. If the bank is charging customers 8.25 percent APR, how much would it be willing to lend the business owner?

A small business owner visits her bank to ask for a loan. The owner states that she can repay a loan at $2,300 per month for the next three years and then $4,600 per month for two years after that. If the bank is charging customers 8.25 percent APR, how much would it be willing to lend the business owner?

Explanation / Answer


First calculate the value of loan at end of 3rd year for payment of $4600, then we can use that value of loan to discount up till 3 years to get present value today:

Using financial calculator BA II Plus - Input details:

#

I/Y = Rate or yield / frequency of coupon in a year = 8.25/12 =

              0.687500

PMT = Payment =

-$4,600.00

N = Total number of periods =

24

FV = Future Value =

$0.00

CPT > PV = Value of loan at end of 3rd year =

$101,452.54

Now, we can calculate the value of loan for payment stream of $2300 with loan value calculate above to get overall loan value:

Using financial calculator BA II Plus - Input details:

#

I/Y = Rate = 8.25/12 =

              0.687500

PMT = Payment =

-$2,300.00

N = Total number of periods =

36

FV = Value of loan at end of 3rd year (hence, it is FV here) =

-$101,452.54

CPT > PV = Value of loan =

$152,403.92

Using financial calculator BA II Plus - Input details:

#

I/Y = Rate or yield / frequency of coupon in a year = 8.25/12 =

              0.687500

PMT = Payment =

-$4,600.00

N = Total number of periods =

24

FV = Future Value =

$0.00

CPT > PV = Value of loan at end of 3rd year =

$101,452.54