Questions
You started Max Inc., a seed stage web-oriented entertainment venture, with 10,000 shares.

You started Max Inc., a seed stage web-oriented entertainment venture, with 10,000 shares. You do not expect to make a profit until year 4 when your net income is expected to be $4 million. An investor wants to invest $1.5 million in your venture. You and the investor agree that the required return on this investment is 40% and that the investor will exit at the end of year 4. Meanwhile, the common stock of TDC, a comparable firm, currently trades in the over the counter market at $10 per share. TDC’s net income for the most recent year was $300,000 and the firm has 150,000 shares of common stock outstanding. However, two years after this deal, it turns out that the venture needs an additional investment of $1 million. Another investor is willing to invest $1 million in your venture provided you give her 30% return. Calculate the percentage of ownership dilution suffered by the first-round investor after the second investment.                                                                                           

22.

FV investment1 = 1500000*1.4^4 =5,762,400.00

     
 

FV Venture = 5x$4M = $20M

     
 

% Investor 1 = 5,762,400.00/20M = 28.81%

     
 

% Founder = 1-28.81% = 71.19%

     
 

Total shares = 10,000/71.19% = 14,046.92

     
 

Shares issued = 14,046.92– 10,000 = 4,046.92

     
 

Second Round

     
 

% Investor 2 = (1000000*1.30^2)/20M = 8.45%

   

8.45%

 

       % Founder and 1st Investor = 1-8.45% = 91.55%

     
 

Total shares = 14,046.92/91.45%= 15.343.44

   

15343.44

 

% Investor 1 = 4,046.92/15,236.92= 26.38%

   

26.38%

 

%Dilution =(28.81%-26.38%)/28.81% = 8.45%

   

8.45%

In: Finance

Hide Folder Information Instructions You are the Chief Financial Officer for Bio Innovations, a private company...

Hide Folder Information

Instructions

You are the Chief Financial Officer for Bio Innovations, a private company operating since 1993. Bio develops and markets cancer drugs, and recently became a cloud provider for medical centers. You recently joined the company and have been encouraging the founder and executive chair, Mary Cooper, to take the company public. Mary is reluctant to do that primarily because of the nature of the business and her belief that GAAP financial statements place the company in an unfavorable position, especially against the background of its significant research and development expenditure that is expected to continue for the foreseeable future. Mary met an investment banker during her recent family vacation and immediately called you into her office on her return to tell you of the interaction with the banker who mentioned something to her about non-GAAP reporting. Mary is unsure of what he meant by non-GAAP reporting and how such reporting would create a favorable position for Bio, were it to go public. She is also fearful that she would face penalties if a publicly listed Bio engaged in what seems like a dubious reporting practice. Mary reluctantly asks for your advice as the investment banker is encouraging her to take the company public and wants to make a formal presentation to Bio’s board on going public

You are excited to hear about this development as the main reason you joined the company is that you felt it was an excellent candidate for a listing on the New York Stock Exchange. Further, your involvement would be a major career achievement.


Required:


Write a memo to Mary to update her on non-GAAP reporting, allay her concerns and prepare her for the upcoming meeting with the investment banker. Restrict you memo to non-GAAP reporting and related matters.

In: Accounting

Problem 23-04 Sarasota Company had the following information available at the end of 2020. SARASOTACOMPANY COMPARATIVE...

Problem 23-04

Sarasota Company had the following information available at the end of 2020.

SARASOTACOMPANY
COMPARATIVE BALANCE SHEETS
AS OF DECEMBER 31, 2020 AND 2019

2020

2019

Cash

$9,950

$4,010

Accounts receivable

20,550

12,960

Short-term investments

21,830

29,800

Inventory

42,340

35,030

Prepaid rent

2,990

12,090

Prepaid insurance

2,090

91

Supplies

990

75

Land

124,970

174,030

Buildings

353,000

353,000

Accumulated depreciation—buildings

(104,980

)

(86,810

)

Equipment

522,130

396,610

Accumulated depreciation—equipment

(128,890

)

(111,580

)

Patents

44,790

49,520

   Total assets

$911,760

$868,826

Accounts payable

$21,970

$31,740

Income taxes payable

5,030

3,980

Salaries and wages payable

4,980

3,020

Short-term notes payable

10,080

10,080

Long-term notes payable

60,150

70,050

Bonds payable

396,540

396,540

Premium on bonds payable

23,170

27,926

Common stock

241,390

218,640

Paid-in capital in excess of par—common stock

25,100

17,500

Retained earnings

123,350

89,350

   Total liabilities and stockholders’ equity

$911,760

$868,826

SARASOTA COMPANY
INCOME STATEMENT AND DIVIDEND INFORMATION
FOR THE YEAR ENDED DECEMBER 31, 2020

Sales revenue

$1,170,900

Cost of goods sold

752,630

418,270

Gross margin
Operating expenses
   Selling expenses

$78,540

   Administrative expenses

156,760

   Depreciation/Amortization expense

40,210

   Total operating expenses

275,510

Income from operations

142,760

Other revenues/expenses
   Gain on sale of land

7,960

   Gain on sale of short-term investment

4,000

   Dividend revenue

2,380

   Interest expense

(51,710

)

(37,370

)

Income before taxes

105,390

Income tax expense

39,370

Net income

66,020

Dividends to common stockholders

(32,020

)

To retained earnings

$34,000


Prepare a statement of cash flows for Sarasota Company using the direct method accompanied by a reconciliation schedule. Assume the short-term investments are debt securities, classified as available-for-sale.

In: Accounting

Carla Corporation provides a defined contribution pension plan for its employees. Under the plan, the company...

Carla Corporation provides a defined contribution pension plan for its employees. Under the plan, the company deducts 5% of each employee’s gross pay for each bi-weekly pay period. The company also contributes 6% of the employees’ gross pay to the pension plan. The combined pension contributions are then submitted to the pension trustee within 11 days of the end of the month in which the pay was earned.

For the first pay period of October (from Sunday October 1 to October 14, 2020), Carla’s total gross payroll was $174,000. Total gross payroll for the period October 15 through Saturday, October 28, 2020, was $173,000. The total anticipated payroll for the period October 29 through November 10, 2020, was $169,000 (employees worked Monday through Friday each week). On November 10, 2020, Carla submitted the pension contributions to the trustee for the month of October (including accruals up to and including October 31).

Prepare the October 14 journal entry to record the payroll, including employee and employer contributions to the pension plan. For simplicity, ignore income taxes and other statutory deductions. (Credit account titles are automatically indented when the amount is entered. Do not indent manually. If no entry is required, select "No Entry" for the account titles and enter 0 for the amounts.)

Date

Account Titles and Explanation

Debit

Credit

October 14

(To record payment of salaries and wages expense)

(To record company portion of pension expense)

Prepare the October 28 journal entry to record the payroll, including employee and employer contributions to the pension plan. For simplicity, ignore income taxes and other statutory deductions. (Credit account titles are automatically indented when the amount is entered. Do not indent manually. If no entry is required, select "No Entry" for the account titles and enter 0 for the amounts.)

Date

Account Titles and Explanation

Debit

Credit

October 28

(To record payment of salaries and wages expense)

In: Accounting

Problem 23-04 Sarasota Company had the following information available at the end of 2020. SARASOTACOMPANY COMPARATIVE...

Problem 23-04

Sarasota Company had the following information available at the end of 2020.

SARASOTACOMPANY
COMPARATIVE BALANCE SHEETS
AS OF DECEMBER 31, 2020 AND 2019

2020

2019

Cash

$9,950

$4,010

Accounts receivable

20,550

12,960

Short-term investments

21,830

29,800

Inventory

42,340

35,030

Prepaid rent

2,990

12,090

Prepaid insurance

2,090

91

Supplies

990

75

Land

124,970

174,030

Buildings

353,000

353,000

Accumulated depreciation—buildings

(104,980

)

(86,810

)

Equipment

522,130

396,610

Accumulated depreciation—equipment

(128,890

)

(111,580

)

Patents

44,790

49,520

   Total assets

$911,760

$868,826

Accounts payable

$21,970

$31,740

Income taxes payable

5,030

3,980

Salaries and wages payable

4,980

3,020

Short-term notes payable

10,080

10,080

Long-term notes payable

60,150

70,050

Bonds payable

396,540

396,540

Premium on bonds payable

23,170

27,926

Common stock

241,390

218,640

Paid-in capital in excess of par—common stock

25,100

17,500

Retained earnings

123,350

89,350

   Total liabilities and stockholders’ equity

$911,760

$868,826

SARASOTA COMPANY
INCOME STATEMENT AND DIVIDEND INFORMATION
FOR THE YEAR ENDED DECEMBER 31, 2020

Sales revenue

$1,170,900

Cost of goods sold

752,630

418,270

Gross margin
Operating expenses
   Selling expenses

$78,540

   Administrative expenses

156,760

   Depreciation/Amortization expense

40,210

   Total operating expenses

275,510

Income from operations

142,760

Other revenues/expenses
   Gain on sale of land

7,960

   Gain on sale of short-term investment

4,000

   Dividend revenue

2,380

   Interest expense

(51,710

)

(37,370

)

Income before taxes

105,390

Income tax expense

39,370

Net income

66,020

Dividends to common stockholders

(32,020

)

To retained earnings

$34,000


Prepare a statement of cash flows for Sarasota Company using the direct method accompanied by a reconciliation schedule. Assume the short-term investments are debt securities, classified as available-for-sale.

In: Accounting

Astro Co. sold 19,500 units of its only product and incurred a $45,700 loss (ignoring taxes)...

Astro Co. sold 19,500 units of its only product and incurred a $45,700 loss (ignoring taxes) for the current year, as shown here. During a planning session for year 2020’s activities, the production manager notes that variable costs can be reduced 50% by installing a machine that automates several operations. To obtain these savings, the company must increase its annual fixed costs by $145,000. The maximum output capacity of the company is 40,000 units per year.

ASTRO COMPANY
Contribution Margin Income Statement
For Year Ended December 31, 2019
Sales $ 721,500
Variable costs 577,200
Contribution margin 144,300
Fixed costs 190,000
Net loss $ (45,700)

1. Compute the break-even point in dollar sales for 2019. (Round your answers to 2 decimal places.)

2. Compute the predicted break-even point in dollar sales for 2020 assuming the machine is installed and there is no change in the unit selling price. (Round your answers to 2 decimal places.)

3. Prepare a forecasted contribution margin income statement for 2020 that shows the expected results with the machine installed. Assume that the unit selling price and the number of units sold will not change, and no income taxes will be due. (Do not round intermediate calculations. Round your answers to the nearest whole dollar.)

4. Compute the sales level required in both dollars and units to earn $150,000 of target pretax income in 2020 with the machine installed and no change in unit sales price. (Do not round intermediate calculations. Round your answers to 2 decimal places. Round "Contribution margin ratio" to nearest whole percentage)

5. Prepare a forecasted contribution margin income statement that shows the results at the sales level computed in part 4. Assume no income taxes will be due. (Do not round intermediate calculations. Round "per unit answers" to 2 decimal places.)

P.S. 1, 4, and 5 are the ones I mainly need help with.

In: Accounting

Splish Brothers Leasing Company signs an agreement on January 1, 2020, to lease equipment to Cole...

Splish Brothers Leasing Company signs an agreement on January 1, 2020, to lease equipment to Cole Company. The following information relates to this agreement.
1. The term of the non-cancelable lease is 6 years with no renewal option. The equipment has an estimated economic life of 6 years.
2. The cost of the asset to the lessor is $291,000. The fair value of the asset at January 1, 2020, is $291,000.
3. The asset will revert to the lessor at the end of the lease term, at which time the asset is expected to have a residual value of $29,100, none of which is guaranteed.
4. The agreement requires equal annual rental payments, beginning on January 1, 2020.
5. Collectibility of the lease payments by Splish Brothers is probable.

Assuming the lessor desires a 9% rate of return on its investment, calculate the amount of the annual rental payment required. (For calculation purposes, use 5 decimal places as displayed in the factor table provided and the final answer to 0 decimal places e.g. 5,275.)
a)Amount of the annual rental payment-
Prepare an amortization schedule that is suitable for the lessor for the lease term. (Round answers to 0 decimal places e.g. 5,275.)

SPLISH BROTHERS LEASING COMPANY (Lessor)
Lease Amortization Schedule

Date

Annual Lease Payment Plus
URV

Interest on Lease
Receivable

Recovery of Lease
Receivable

Lease Receivable

1/1/20

1/1/20

1/1/21

1/1/22

1/1/23

1/1/24

1/1/25

12/31/25

Prepare all of the journal entries for the lessor for 2020 and 2021 to record the lease agreement, the receipt of lease payments, and the recognition of revenue. Assume the lessor’s annual accounting period ends on December 31, and it does not use reversing entries. (Credit account titles are automatically indented when amount is entered. Do not indent manually. Record journal entries in the order presented in the problem.)

In: Accounting

Sandhill Company had the following information available at the end of 2020. SANDHILLCOMPANY COMPARATIVE BALANCE SHEETS...

Sandhill Company had the following information available at the end of 2020.

SANDHILLCOMPANY
COMPARATIVE BALANCE SHEETS
AS OF DECEMBER 31, 2020 AND 2019

2020

2019

Cash

$10,100

$4,020

Accounts receivable

20,580

12,830

Short-term investments

22,020

29,750

Inventory

42,390

34,710

Prepaid rent

3,020

12,030

Prepaid insurance

2,100

89

Supplies

1,000

74

Land

125,640

176,140

Buildings

347,130

347,130

Accumulated depreciation—buildings

(104,250

)

(87,940

)

Equipment

530,080

398,810

Accumulated depreciation—equipment

(130,600

)

(111,650

)

Patents

44,570

49,920

   Total assets

$913,780

$865,913

Accounts payable

$22,110

$32,240

Income taxes payable

5,010

4,010

Salaries and wages payable

5,000

2,990

Short-term notes payable

10,010

10,010

Long-term notes payable

59,650

70,450

Bonds payable

402,050

402,050

Premium on bonds payable

19,870

21,533

Common stock

241,660

220,690

Paid-in capital in excess of par—common stock

24,940

17,540

Retained earnings

123,480

84,400

   Total liabilities and stockholders’ equity

$913,780

$865,913

SANDHILL COMPANY
INCOME STATEMENT AND DIVIDEND INFORMATION
FOR THE YEAR ENDED DECEMBER 31, 2020

Sales revenue

$1,161,810

Cost of goods sold

753,770

408,040

Gross margin
Operating expenses
   Selling expenses

$79,370

   Administrative expenses

150,640

   Depreciation/Amortization expense

40,610

   Total operating expenses

270,620

Income from operations

137,420

Other revenues/expenses
   Gain on sale of land

7,980

   Gain on sale of short-term investment

4,040

   Dividend revenue

2,410

   Interest expense

(51,610

)

(37,180

)

Income before taxes

100,240

Income tax expense

39,060

Net income

61,180

Dividends to common stockholders

(22,100

)

To retained earnings

$39,080


Prepare a statement of cash flows for Sandhill Company using the direct method accompanied by a reconciliation schedule. Assume the short-term investments are debt securities, classified as available-for-sale.

In: Accounting

Delta Corporation has owned 45% of the voting stock of Egret Company for many years, originally...

Delta Corporation has owned 45% of the voting stock of Egret Company for many years, originally purchased at book value and reported using the equity method. Egret has reported significant net losses in recent years, and at the beginning of 2019, the carrying value of the investment is $1,000,000. Egret reports a loss of $3,000,000 for 2019, and the loss is considered other than temporary. In 2020 Egret unexpectedly reports net income of $900,000. Required:

a. What amount should Delta report on its 2019 income statement as equity in net loss of Egret?

b. What amount should Delta report on its 2020 income statement as equity in net income of Egret

In: Accounting

Company A purchases a stamping press on July 1, 2020. The press cost $53,000 and management...

Company A purchases a stamping press on July 1, 2020. The press cost $53,000 and management estimates its salvage value and useful life to be $3,000 and 5 years, respectively. TC recognizes depreciation on a straight-line basis and sells the equipment on January 1, 2023 for $11,000. Instructions Compute the following amounts:

1. Total depreciation expense - 2020 $

2. Total depreciation expense - 2021 $

3. Accumulated depreciation - 12/31/2022 $

4. Net book value of the stamping press - 12/31/2022 $

5. Gain (loss) on sale - 1/1/2023 $

6. Gain (loss) on sale assuming a sales price of $0 $

In: Accounting