Case Problem Solutions
Chapter 2
| 2-3 | 2-5 |

 Case 2-3 Analysis of Cash Flow for a Small Business
     All financial decisions involve a trade-off between risk and return. The offer to work for an investment firm for $40,000 per year may be much less risky than running one's own business. Charles would need to consider, however, how likely it is that the employment with the investment firm will continue indefinitely. For example, could a downsizing in the economy cause the firm to cut Charles's position?
    Charles has experienced for himself the risks and rewards of running a business. To date, the business has not produced significant profits; only $11,500 over a two-year period. However, the significant increase in commissions revenue from one year to the next is very encouraging. This is an example of the potential rewards from running a business.
      This case also illustrates the difference between income and cash flow. Because depreciation is not a cash flow, there is a significant difference between the cash flow for each of the two years and net income. Assuming the revenues and all of the expenses other than depreciation result in cash flows to the business, the cash inflow for the first year is $(11,000) + $15,000 (add back of depreciation) or $26,000. The cash inflow for the second year is even better, after adjusting for depreciation: $22,500 + $15,000 or $37,500.
Case 2-5 Barbara Applies for a Loan
      It is unlikely that the banker would consider making the loan on the basis of the quarterly income statements alone. The most recent balance sheet tells the banker about the overall financial strength of the company and it is an integral part of any loan analysis. As the chief financial officer for the organization, you have a responsibility to provide the banker with the necessary information needed to make an informed decision on the loan. Barbara would rather not show the banker the balance sheet because it would reveal the substantial loan already on the books. You are obligated, however, to provide the balance sheet to the bank if it would be relevant to their decision. Without it, it is unlikely the bank will make the loan.