Accounts and finance

Table of Contents

1. Topic pack - Accounts and finance - introduction
2. 3.1 Sources of finance - notes
3. 3.1 Sources of finance - questions
   1. Forms of finance - case study
   2. Forms of finance - overdraft report
   3. Forms of finance - sole trader report
   4. Forms of finance - short answer questions
   5. Tesco: sale and leaseback
   6. SouFun: Flotation IPO
4. 3.2 Investment appraisal - notes
5. Investment appraisal
6. 3.2 Investment appraisal - questions
7. 3.3 Working capital - notes
8. 3.3 Working capital - questions
9. 3.4 Budgeting - notes (HL only)
10. 3.4 Budgeting - questions
11. 3.5 Final accounts - notes
12. 3.5 Final accounts - questions
13. 3.5 Final accounts - simulations and activities
14. 3.6 Ratio analysis - notes
15. 3.6 Ratio analysis - questions
16. 3.6 Ratio analysis - simulations and activities
17. Printable version

Forms of finance - sole trader report

David Merchant operates as a sole trader and is considering turning his business into a private limited company. He asks you to produce a report outlining the merits of such a move as well as the case for remaining as a sole trader, with your personal recommendation.