Kyle Peterdy – CFI Education – Boss Brewing Inc. – Connecting Capital Structure & Credit Structure

Description

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Kyle Peterdy – CFI Education – Boss Brewing Inc. – Connecting Capital Structure & Credit Structure

Boss Brewing Inc. – Connecting Capital Structure & Credit Structure
Step into the shoes of a SME lender and explore an interesting and common scenario – where the business owner has their mind made up about a borrowing request, but they don’t totally understand the risk implications. Together, we will:

• Explore criteria against which we can evaluate credit requests.
• Use an analysis tool to calculate financial ratios for various borrowing scenarios.
• Interpret financial ratios and recommend an appropriate credit structure.

Overview
Boss Brewing Inc. – Connecting Capital Structure & Credit Structure
Understanding a borrowing request and its associated risks is a critical skill for commercial lenders. In this practice lab, we’ll step into the shoes of a SME lender to analyze a borrowing request from both the lender and borrower’s perspectives, with an eye to understanding how the proposed credit structure may impact the client’s capital structure and other important financial ratios.

We’ll analyze the client’s financial statements and look to identify how their priorities may differ from those of the lender, before working towards a proposal that will satisfy the needs of both parties.

Boss Brewing Inc. – Learning Objectives

Upon completing this practice lab, participants will be able to:

• Appreciate how dramatically the intended purpose of loan proceeds can impact a borrower’s capital structure.
• Compare multiple borrowing scenarios and calculate key lending ratios.
• Think critically about how credit structure and capital structure are connected.
• Make appropriate recommendations around a credit structure that satisfies both client needs and bank guidelines.

Who Should Take This Lab?
This lab is a great building block for early career business and commercial bankers, including relationship managers, analysts, and adjudicators. Other credit professionals like asset-based lenders, commercial real estate lenders, equipment finance professionals, and commercial loan brokers will also get enormous value.

What you’ll learn

• Introduction
  Course Introduction
• Background & Context
  Capital Structure vs. Credit Structure
  Prospect Background & Context
• Debrief
  Balance Sheet
  Income Statement
  Cash Flow Statement
• Priority List
  Priority List
• Lender’s Perspective
  Lender’s Perspective
  Sub Debt – Considerations
  Purchase Equipment – Considerations
  Take out Equipment Leases – Considerations
  A Different Perspective on Priorities
  Introduction to the Ratio Analysis Tool
• Boss Brewing Scenarios
  Debt Inputs
  Coverage
  Liabilities
  Equity
  Liquidity
  Ratio Debrief
• Sources and Uses of Funds
  Assignment
• Summary
  Sources and Uses of Funds
  Final Thoughts

This Course is Part of the Following Programs

Commercial Banking & Credit Analyst (CBCA)
Boss Brewing Inc. – Connecting Capital Structure & Credit Structure is part of the Commercial Banking which includes 58 courses.

• Skills Learned
  Financial Analysis, Credit Structuring, Risk Management
• Career Prep
  Commercial Banking, Credit Analyst, Private Lending

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