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Financial Management

Chapter 20

Terms

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Registered Bond
a bond registered in the owner's name by the issuing company
Equity Capital
money received from the owners or from the sale of shares of ownership in a business
Prime Interest Rate
the lowest rate charged by a bank for a short-term loan
Par Value
an assigned (and often arbitrary) dollar value printed on a stock certificate
Investment Banking Firm
an organization that assists corporations in raising funds, usually by helping sell new issues of stocks, bonds, or other financial securities
Lease
an agreement by which the right to use real estate, equipment, or other assets is temporarily transferred from the owner to the user
Unsecured Financing
financing that is not backed by collateral
Trustee
an individual or an independent firm that acts as a bond owner's representative
Cash Flow
the movement of money into and out of an organization
Commercial Paper
a short-term promissory note issued by a large corporation
Financial Plan
a plan for obtaining and using the money needed to implement an organization's goals
Budget
a financial statement that projects income and/or expenditures over a specified future period
Trade Credit
a type of short-term financing extended by a seller who does not require immediate payment after delivery of merchandise
Serial Bonds
bonds of a single issue that mature on different dates
Initial Public Offering (IPO)
when a corporation sells common stock to the general public for the first time
Mortgage Bond
a corporate bond secured by various assets of the issuing firm
Financial Management
all the activities concerned with obtaining money and using it effectively
Maturity Date
the date on which a corporation is to repay borrowed money
Promissory Note
a written pledge by a borrower to pay a certain sum of money to a creditor at a specified future date
Financial Leverage
the use of borrowed funds to increase the return on owners' equity
Sinking Fund
a sum of money to which deposits are made each year for the purpose of redeeming a bond issue
Term-Loan Agreement
a promissory note that requires a borrower to repay a loan in monthly, quarterly, semiannual, or annual installments
Bond Indenture
a legal document that details all the conditions relating to a bond issue
Long-Term Financing
money that will be used for longer than one year
Short-Term Financing
money that will be used for one year or less
Convertible Bond
a bond that can be exchanged, at the owner's option, for a specified number of shares of the corporation's common stock
Retained Earnings
the portion of a business's profits not distributed to stockholders
Cash Budget
a financial statement that projects cash receipts and expenditures over a specified period
Corporate Bond
a corporation's written pledge that it will repay a specified amount of money with interest
Debt Capital
borrowed money obtained through loans of various types
Preferred Stock
stock whose owners usually do not have voting rights but whose claims on dividends and assets are paid before those of common-stock owners
Common Stock
stock whose owners may vote on corporate matters but whose claims on profits and assets are subordinate to the claims of others
Speculative Production
the time lag between the actual production of goods and when the goods are sold
Debenture Bond
a bond backed only by the reputation of the issuing corporation
Risk-Return Ratio
a ratio based on the principle that a high-risk decision should generate higher financial returns for a business and more conservative decisions often generate lesser returns
Convertible Preferred Stock
preferred stock that the owner may exchange for a specified number of shares of common stock
Revolving Credit Agreement
a guaranteed line of credit
Private Placement
occurs when stock and other corporate securities are sold directly to insurance companies, pension funds, or large institutional investors
Capital Budget
a financial statement that estimates a firm's expenditures for major assets and its long-term financing needs
Floor Planning
method of financing in which title to merchandise is given to lenders in return for short-term financing
Factor
a firm that specializes in buying other firms' accounts receivable

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