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ROBLEM (40 o remote controlled tank crawler that can traverse vertically and horizontally over he surface tank to measure the tank thickness using Electro Magnetic

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ROBLEM (40 o remote controlled tank crawler that can traverse vertically and horizontally over he surface tank to measure the tank thickness using Electro Magnetic Acoustic ransducer (EMAT). This new device will replace the current unsafe inspection ethod which requires man lift and leaves contaminant on the tank surface. There re at least 15000 tanks in petro-chemical industry require thickness inspection each ear in the US. Recognizing this as good business opportunity, the team wants to art a new business called SMEGGAN Industries to manufacture and sell the Tank rawler device. The team estimates $500,000 would be needed for this startup. pts totall A team of senior engineering students at CSUF has designed investor has agreed to purchase 75% of the company stock for S 300,000 in cash. For the remaining of the e team agree to pledge the tank crawler patent, valued at $100,000, to the new company. For the additional 00,000 the team is required to present the bank with the business plan with 3-year balance sheets and Profit and Loss L) statements for a 3-year loan at 12% simple interest payable in full at the end of the 3rd year. The bank wants to see ear balance sheets and P&L statements to make sure that the company will be able to pay off the loan at the end of to obtain additional investment, short term and new equipment for expansion in year 3. The npany financial planning data are presented in table 1 below. TABLE 1-SMEGGAN INDUSTRIES INVESTMENT AND SALES FORECASTS OPERATING REVENTE FORECAST Sales units Sales Revenue ( $2500 unit) Merchandise Retarned (5% of sales) 30 S0 S500.000 51,000,0001 51 so IS475 $1,750 S30 $950,000 $1,662,5 TOT COST OF COODS SOLD (COGS) Production costs ( $600unit) MARKETING AND SELLING COSTS Personel Salaries $240 Facility Lease: $24.000 year-3 year lease Business Insurance S0 S0 $10 TOT $128,000 $178,000 $265 SHAREHOLDER INVESTMENT&BANK LOANS Interiectual Property Value appraised at startup Shareholder Investment of S300,000 in year 0. Additional evestment of $200,000 in year 3 $300,000 S $100,000 $200,000 Bank loan, 3year, 12% simple interest, interest only payment | Pay off lomn Loan due at the end of year 3 Short term loan of S50 000 n year 3 to buy additional equipment for growth $50 CAPITAL EQUIPMENT PURSCHASE Specialy equipment purchase: $65,000 in year 1 for startup additional $120,000 in year 3 for growth Depreciation method for equipment 565,000 $120,000 MACRS, 3 years property are asked to review the company business data in table 1 and complete the three-year financial plan as follow Page 3 a) (10 pts) From the financial planning data statement in table 2B. in table 1 complete the missing information in year 3 of the PRL INCOMES AND EXPENSES EAR0 EAR 1 YEAR 2 Operating Revveues and Expenses Merchandive Return ) Tetal Cost ef goods and senvices (COGS) Seling and promoion $1 21,665 $28,893 General Adminstratve (CtA) 240,000 Total Operating Expeese Operating Incomme Yon-Operating revesues and Expenses Revenues) and Expenses) Interest $12,000 $12 Total Non-Operating tncome Net Profir (Loss) Before Taxes $191,108 $43,336 $6500 Income Tares $57,781.93 Net Profit After Taxes_ Depreciation: Total Operating Expense: Operating Income: Net Profit (loss) before taxes Income Tax: Net Profit (Loss) after taxes (3 pts) (1 pts (1pts) (1 pts) 3 pts) (1 pts . e ) (5 pts) The economy is projected to have inflation rate of 3% per year. From the financial data, determine the after tax cash flow in actual dollar ATCF(AS) in current year and the after tax cash flow in real dollar ATCF(R) in year 0 dollars: ATCF (AS) ATCF (RS) YR. 0 (5 pts) If the rate of return of this business is low, it may turn the investor or the bank away. Is it proper for the team to inflate market revenue forecasts and profit margin to show growth to obtain loan from the bank and attract investors to invest into the company? Page 4 of c) (20 pts) From the financial planning data in table 1 and the completed the P&.l statement in table 28, complete year 3 of the balance sheet in table 38 TABLE 3B- SMEGGAN INDUSTRIES BALANCE SHEET-3 YEARS ASSETS YEAR 0 YEAR EAR 2 YEAR 3 Curreat assets Cash $335,000 $400,000 5562,218 50 Iaventories so Total current assets $335,000 $400,000 5562.218 Fixed assets 565,000 521.665 565,000 565,000 S0 Total fixed assets S65,000 S14.443 Other Assets Intangibles $100,000 $100,00 $100,000 $100,000 S100.000 S100,000 5500,000 $100,0 Total other assets TOTAL ASSET $$00 000 $$,43,436 5676,661 LIABILITES Current liabilities (Short term) 50 Accounts payable Notes payable s0 s0 s0 50 30 s0 Total current liabilities Loag-term liabilities S0 $100,000 5100,000 Bank Notes $100,000 TOTAL LIABILITY simeon- S100.000 $400,000 176,66 5400,000 $400,000 Common stock Retained earnings S576,661 5400,000 5500,000 $443.336 $543,336 TOTAL EQUITY- 5676,661 TOTAL LIABILITY AND EQUITY UMMARY OF ANSWERS TO MISSING INFORMATION IN YEAR 3 BALANCE SHEET ITEMS ITEMS Cash (2 pts) Total Current Asset (1 pt.) Equipment (2 pts) Accumulated depreciation Total Fixed Asset (1) otal Asset (2pts) Notes Payable (1pt) Total Current Liability (2pts) Common Stock (2pts) Retain Earnings (2pts) Total equity (1pt Total Liability and Equity 2pts) (1pt)

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