Statement of Forecasting Problem 1

Your automatic, self-adjusting feedback widget assembly has shown a disappointing sales trend recently, and you are projecting a sales decrease from $7 million to $6 million for next year.  This lower production will call for the shutdown of one of your older plants.  You plan to sell this plant instead, and expect to realize $500,000 (its current book value) for it.  You expect accounts receivable, inventory, cash, and accounts payable to remain the same percentage of sales.  Your material costs 45 cents per dollar of sales, direct labor about 20 cents per dollar of sales, salaries and administrative costs will be $175,000, depreciation, excluding the plant that you plan to sell, will be $400,000. Your company pays 40% of its income to taxes, and pays dividends of 25% of earnings after tax.  Interest expenses are 4% on the notes payable and 6% on the long term notes. Make a pro forma income statement and balance sheet for next year, and tell how much external financing will be needed.  The balance sheet for the end of this year is shown below.

Balance Sheet for end of year

Assets

 

Liabilities & Net Worth

Cash

 $   100,000

 

A/P

 $   450,000

A/R

250,000

 

Notes Payable

350,000

Inventory

450,000

 

Long Term Notes

2,450,000

Fixed Assets

3,250,000

 

Mortgage

0

Total Assets

 $4,050,000

 

Net Worth

800,000

 

 

 

Total Liabilities &
 Net Worth

 $4,050,000