Question

Capital Structure (Ch 16) What are the Pros and cons (tradeoffs) of using debt rather than...

Capital Structure (Ch 16)

What are the Pros and cons (tradeoffs) of using debt rather than equity Modigliani-Miller graphs?

What are the Types of cost of financial distress Factors impacting the likelihood of financial distress AHP case (general ideas, no facts need to be memorized)?

What are the Methods for deciding on capital structure (e.g. EBIT-eps analysis, coverage analysis, etc….)?

Homework Answers

Answer #1

1. Pros of using debt rather than equity :-

  • Maintain ownership: You become obligated to make the agreed-upon payments on time when you borrow from the bank or another lender, but that's the end of your obligation. You retain the right to run your business however you choose without outside interference.
  • Tax deductions: This is a huge attraction for debt financing. In most cases, the principal and interest payments on a business loan are classified as business expenses and they can, therefore, be deducted from your business's income at tax time. It helps to think of the government as a “partner” in your business in this case, with a 30 percent ownership stake or whatever your business tax rate is.
  • Lower interest rate: Analyze the impact of tax deductions on the bank interest rate. If the bank is charging you 10 percent for your loan and the government taxes you at 30 percent, there's an advantage to taking a loan you can deduct.

Cons of using debt rather than equity :-

  • Repayment: Your sole obligation to the lender is to make your payments, but you'll still have to make those payments even if your business fails. And your lenders will have a claim for repayment before any equity investors if you're forced into bankruptcy.
  • High rates: Even after calculating the discounted interest rate from your tax deductions, you might still be faced with a high-interest rate because these will vary with macroeconomic conditions, your history with the banks, your business credit rating and your personal credit history.
  • Impacts on your credit rating: It might seem attractive to keep bringing on debt when your firm needs money, a practice knowing as “levering up,” but each loan will be noted on your credit report and will affect your credit rating. The more you borrow, the higher the risk becomes to the lender so you'll pay a higher interest rate on each subsequent loan.
  • Cash and collateral: Even if you plan to use the loan to invest in an important asset, you’ll have to be sure that your business will generate a sufficient cash flow by the time repayment of the loan is scheduled to begin. You’ll also most likely be asked to put up collateral to protect the lender in the event that you default on your payments.

2.Types of cost of Financial Distress Factors impacting the likelihood of financial distress :-

a. Upper Bound on Costs of Financial Distress
Unobserved Debt at Face Value

b.Lower Bound on Costs of Financial Distress
Unobserved Debt at Face Value

c.Upper Bound on Costs of Financial Distress
Unobserved Debt at Credit Spread of Safest Bonds

d.Lower Bound on Costs of Financial Distress
Unobserved Debt at Credit Spread of Safest Bonds

3.

The EBIT-EPS approach to capital structure is a tool businesses use to determine the best ratio of debt and equity that should be used to finance the business' assets and operations.

At its core, the EBIT-EPS approach is a way to mathematically project how a balance sheet's structure will impact a company's earnings.

Coverage Analysis is a systematic review of all procedures listed in the study protocol's schedule of events to determine which ones are 'billable' and where these services should be billed.

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