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The management of Coker Corp. is doing a quick forecast of 20X9 using the modifi

ID: 2758675 • Letter: T

Question

The management of Coker Corp. is doing a quick forecast of 20X9 using the modified percentage of sales method in preparation for a more detailed planning exercise later in the month. The estimate is to assume a 11% growth in sales. All other line items are to be assumed to grow at the same rate except for fixed assets which is projected to increase by $92,000 due to an expansion program already underway. Approximate financial statements for the current year, 20X8, and a planning worksheet are shown below. The firm pays 9% interest on all of its debt. Assume the tax rate is a flat 25%. There are no plans for dividends or the sale of additional stock next year. Make a forecast of Coker's complete income statement and balance sheet. Enter your answers in thousands. For example, an answer of $12 thousands should be entered as 12, not 12,000. (Hints: The easiest way to grow a number by 11% is to multiply it by 1.11 rather than taking 11% and adding. Do not grow subtotals. For example, to grow Revenue and COGS by 11%, round each to the nearest thousand and subtract for Gross Margin. Don't grow interest, debt, or equity; use the debt/interest iteration technique.) Round your answers to the nearest whole thousand. Enter all amounts as a positive numbers.

Coker Corp. Current and Projected Income Statements
($000)
20X8 20X9 Revenue $624 $    COGS 300     Gross Margin $324 $    Expenses 146     EBIT 178     Interest (9%) 33     EBT $145 $    Inc Tax (25%)   36     Net Income $109 $   

Explanation / Answer

Ans 1

Ans 2

Coker Corp Current and Projected Income Statements
($000) 20X8 20X9 Amount Basis Amount Revenue      624.00 11% growth             693.00 COGS      300.00 % of Sales             333.00 Gross Margin      324.00 Revenue-COGS             360.00 Expenses      146.00 % of Sales             162.00 EBIT      178.00 Gross Margin-Expenses             198.00 Interest (9%)         33.00 (Existing Debt of 399*9%)               36.00 EBT      145.00 EBIT-Interest             162.00 Inc Tax (25%)         36.00 25% pf EBT               41.00 Net Income      109.00             121.00

Ans 2

Coker Corp Current and Projected Balance Sheets
   ASSETS 20X8 Basis 20X9 LIABILITIES & EQUITY 20X8 Basis 20X9 C/A      103.00 % of Sales             114.00 C/L         83.00 % of Sales         92.00 F/A      554.00 Net Addition of 92             646.00 Debt      399.00 Assumed Less Excess Cash used to repay the Debt at the endo of the year      372.00 Equity      175.00 Net addition of Net income of 2015      296.00 Total      657.00             760.00      657.00      760.00