Palmer Limited - The Case Centre

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Palmer Limited

Case

Reference no. 9B01N020

Subject category: Finance, Accounting and Control

Authors: Stephen R Foerster (Ivey Business School, Western University); James E Hatch (Ivey Business School, Western University); John A Humphrey (Ivey Business School, Western University)

Published by: Ivey Publishing

Originally published in: 2001

Version: 2002-04-16

Length: 9 pages

Data source: Generalised experience

Topics: Cash budgeting; Financial planning; Budgeting; Cash flow

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Abstract

The accountant for Palmer Limited, a sheet metal sub-contractor, has been asked to provide a monthly cash budget along with the projected income statement and balance sheet for her client. The request came about because the banker is concerned about whether Palmer Limited can repay its loan. There is a Spanish version available ‘9B01NS20’.

Location:

Canada

Industry:

Special trade contractors

Size:

Small

Other setting(s):

1999