Archive for the ‘market cycles’ Category

Looking for the path to right debt management March 3rd, 2010

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There are two possibilities here, either management will attempt to acquire all the equity with their own money or, more likely, with traditional bank finance; or if the buy-out is an EPO, a specialist EPO financier will provide both equity and debt support. To prepare your company for this type of buy-out you need to be aware of the following:

Where the management is buying your business without any borrowings, the central issue is whether the business is attractive enough for them to offer you your asking price. In these circumstances, the transaction is more like a trade sale than a management buy-out.

Where the management is putting up some of the purchase price only and is borrowing the rest, the business will still need to comply with the traditional MBO, because the business assets will be security for the borrowings. This is very important because, from my experience, most management/employee buy-outs that fail do so because they are unable to acquire the finance they need.

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Prepare your business for the future – use valid CSS and HTML November 13th, 2009

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The fact that your financial website is rendering just fine on all current browsers is no guarantee that a business site that contains invalid markup will as render fine in the future. What is more, there are no guarantee that your website will be displayed fine (or at all) in the constantly increasing number of non-traditional devices such as PDAs and mobile phones. As companies involved in the browser business make further efforts to make their products compliant to web standards, the issue of “rendering fine” in specific browsers becomes moot, anyway. Standards-compliant markup your financial website will be even more of an assurance that it will work properly on every platform in contrast to error-laden and proprietary markup.

Designing your real estate or loans website to the current level of standard indicates your website should be marked up using the so called XHTML – an XML-compatible version of plain old HMTL. If you resort to this format will allow your business to venture into the inevitable world of XML without the necessity for any significant alterations of your financial site’s structure. XML features can be added without much time and effort involved.

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Differences between short-term and long-term loans November 4th, 2009

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2A simple approach is to differentiate between short-term and long-term liquidity constraints and the reasons leading to the constraints. If deteriorating fundamentals are the driving force, an indepth credit analysis should specify the point in time when a company will run out of cash. The thing an investor has to decide is whether current trading levels compensate sufficiently for the uncertainty of improving fundamentals and hence the ability to preserve enough liquidity in the long term.

If litigation (e.g. asbestos, tobacco) forces a company to trade at distressed levels, usually short-term liquidity is in place so that the risk of an imminent default is low. If a company cannot resolve its litigation issues in the long term, bankruptcy is then a probable scenario.

Accounting fraud is accompanied by the most severe price movements. The analysis of sources and uses of cash will help to determine the recovery value. Of course, it is in such cases almost impossible to find a reliable fair value of the company’s debt so that enormous price swings in the bond prices can be expected on a daily basis. Equity value will converge towards zero within a short period of time.

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