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9609 · 5.2.2

Internal and external sources of finance flashcards

Revision flashcards for Cambridge 9609 Internal and external sources of finance (syllabus 5.2.2). Flip, recall, then mark a real past-paper question.

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    Internal source examples?

    Retained profit, sale of redundant assets, reducing inventory, tighter credit control.

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    External source examples?

    Share issue, bank loan, overdraft, debentures, leasing, trade credit, crowdfunding, venture capital.

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    Retained profit advantage?

    No interest, no dilution, no repayment schedule — if profits exist.

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    Share issue disadvantage?

    Dilutes ownership and control; flotation costs for PLC.

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    Overdraft vs loan?

    Overdraft: flexible short-term facility. Loan: fixed amount, fixed term — for planned investment.

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    Leasing?

    External — acquire asset without large upfront cost; no ownership (operating lease).

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    Trade credit?

    Pay suppliers later — free short-term finance if paid within discount period.

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    Venture capital?

    External equity for high-growth start-ups — investors expect high returns and often influence.

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    What is Retained Profit?

    The portion of a company's net profit that is not distributed to shareholders as dividends but is instead reinvested into the business. It is a key source of internal finance.

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    Define Gearing.

    A financial ratio that measures the proportion of a company's capital that comes from debt. A high gearing ratio (e.g., over 50%) indicates high financial risk as the business is heavily reliant on borrowed funds.

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    What is Venture Capital?

    A form of private equity finance provided by venture capital firms or funds to start-ups, early-stage, and emerging companies that have been deemed to have high growth potential. In return for the high-risk investment, venture capitalists take an equity stake.

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    Explain Debt Factoring.

    A financial service where a business sells its accounts receivable (invoices) to a third party (a factor) at a discount. This provides the business with immediate cash but reduces the profit margin on the sales.

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    What is the 'opportunity cost' of using retained profit?

    The dividend payments that shareholders miss out on when a business decides to reinvest its profits instead of distributing them. This can lead to shareholder dissatisfaction if the reinvestment does not generate a sufficiently high return.