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Case
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Reference no. 9A99N022
Subject category: Finance, Accounting and Control
Authors: O Richardson (Ivey Publishing, Western University); David G Burgoyne (Ivey Business School, Western University); John A Humphrey (Ivey Business School, Western University)
Published by: Ivey Publishing
Originally published in: 1999
Version: 2000-06-11
Length: 8 pages
Data source: Generalised experience
Topics: Financial analysis; Bank lending
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Abstract

A machine tools distributor is planning to build an extension onto its warehouse. The owner is concerned how to source the $100,000 required to finance the expansion. Options include borrowing from a bank, borrowing from a private lender, or issuing shares. This case is intended to introduce students to financial analysis. The concepts of ratio analysis, projected statements and debt repayment are central to the case. The case requires students to draft a set of projected statements to determine the amount of required financing, assess the financial health of the company and its ability to take on more debt.
Location:
Canada, USA
Industry:
Machinery except electrical
Size:
Small
Other setting(s):
1995
Teaching note
-
Reference no. 8A99N22
Subject category: Finance, Accounting and Control
Authors: O Richardson (Ivey Publishing, Western University); David G Burgoyne (Ivey Business School, Western University); John A Humphrey (Ivey Business School, Western University)
Published by: Ivey Publishing
Originally published in: 1999
Version: 1999-12-21
Length: 6 pages
Data source: Generalised experience
View full details

About

Abstract

A machine tools distributor is planning to build an extension onto its warehouse. The owner is concerned how to source the $100,000 required to finance the expansion. Options include borrowing from a bank, borrowing from a private lender, or issuing shares. This case is intended to introduce students to financial analysis. The concepts of ratio analysis, projected statements and debt repayment are central to the case. The case requires students to draft a set of projected statements to determine the amount of required financing, assess the financial health of the company and its ability to take on more debt.

Settings

Location:
Canada, USA
Industry:
Machinery except electrical
Size:
Small
Other setting(s):
1995

Related

Teaching note
-
Reference no. 8A99N22
Subject category: Finance, Accounting and Control
Authors: O Richardson (Ivey Publishing, Western University); David G Burgoyne (Ivey Business School, Western University); John A Humphrey (Ivey Business School, Western University)
Published by: Ivey Publishing
Originally published in: 1999
Version: 1999-12-21
Length: 6 pages
Data source: Generalised experience
View full details