Small business advice- let's discuss

3,658 Views | 24 Replies | Last: 5 yr ago by Exsurge Domine
Exsurge Domine
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So here is my situation, I would appreciate any and all advice.

I own a small business, we have over 100 employees and are involved in manufacturing. Our business has been absolutely booming we received large international orders secured by letters of credit drawn on extremely well rated European banks. As of two weeks ago we had 3 million dollars cash in the bank. Accounts receivable of 3.6 million, accounts payable of 4.5 million and a sales backlog of around $12,000,000.

The gigantic backlog is made up of around 4,000,000 of routine business about 30% of which is prepaid and the balance of which is net 30 or net 60. The remainder is a $6,000,000 (43% gross profit) chunk for a state owned corporation in North Africa which is secured by an irrevocable letters of credit drawn on two Major western European Banks. It was placed in December of last year with delivery in June of this year, LoC payments terms are cash against documents. The other order is a 2,000,000 order from South America of which I've received 50% down payment with balance due at time of order, this is due in about a month. Both orders do not seem to be currently in danger of cancellation or missed delivery due to the crisis.

My issue is this: I received about 50k in payments this week on my AR, when I should have received about 10x that amount. I have payroll of $300k every two weeks. I have huge amounts of raw material coming into manufacture the products I have sold to North Africa which have payment due well in advance of receipt of the LoC funds, due to the manufacturing time, which will tie up a good deal of my cash. New business is trickling in every day due to the status of the world, and I have literally no clue if my A/R collection is going to actually come in, even though these are all extremely solid accounts whom I've never had an issue with before. I need to keep my employees as we are extremely busy until just last week and I need to make the goods for the pending orders, and I need to keep my raw material vendors happy as they still owe me a few deliveries for the aforementioned works in progress. However, I cannot keep paying 600k a month for my employees in this diminished environment.

There are a lot of pitfalls and huge opportunities in this present market as we have a niche position as a domestic manufacturer when all of our competition is overseas. I have had numerous calls from customers wanting to expand their business due to distrust of the Chinese supply chain.

I literally have no idea what the future holds for the next 2-3 months with regards to the economy..... My directive to my staff has been to hold off on all stock replenishment jobs and raw material purchases and address the two orders in process, and sell from stock on everything else.

Thanks for humoring my long post and I'll owe you a beer.
Towns03
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I got 'C's in English so maybe I missed it, but what was the question??

If you need cash I'll buy your Viking flybridge for $35k.
Exsurge Domine
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Towns03 said:

I got 'C's in English so maybe I missed it, but what was the question??

If you need cash I'll buy your Viking flybridge for $35k.


No question, just soliciting advice
Towns03
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Ok, my best advice: with 100 people on your payroll find someone else to sweat the small stuff for you.
752bro4
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Are you the hardest working man in manufacturing?
Towns03
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Serious question: how are you looking on the due date of the African order(s)? The cash in the LOC is waiting. They can't delay payment. If your in a tight spot and regular customers aren't paying on time the foreign deals may be a good focus.
Exsurge Domine
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Towns03 said:

Serious question: how are you looking on the due date of the African order(s)? The cash in the LOC is waiting. They can't delay payment. If your in a tight spot and regular customers aren't paying on time the foreign deals may be a good focus.


The Africa order looks good, that was my directive to them; focus on that order, and the other one for South America, and forget the replenishment inventory jobs based on min/maxs which aren't applicable right now.
Exsurge Domine
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752bro4 said:

Are you the hardest working man in manufacturing?


No, until two weeks ago I was the hardest golfing man in manufacturing
AgLA06
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For a little piece of mind on cash flow you could always explore a small loan against your secured orders.

It could also allow you to keep up with your normal replenishment orders and keep your core customers happy that pay the bills while you continue to chase these cherry on the top contracts.

Otherwise, congrats on the orders! I'd recommend excercises as much as possible to help with stress and remember to have a regular beverage with someone you can confide/ ***** to.
Exsurge Domine
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AgLA06 said:

For a little piece of mind on cash flow you could always explore a small loan against your secured orders.

It could also allow you to keep up with your normal replenishment orders and keep your core customers happy that pay the bills while you continue to chase these cherry on the top contracts.

Otherwise, congrats on the orders! I'd recommend excercises as much as possible to help with stress and remember to have a regular beverage with someone you can confide/ ***** to.


Man I absolutely hate loans, but that's really good advice I may need to check into!
AgLA06
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Me too brother.

Sometimes it's worth a little percentage to free up operations and not fret over cashflow every day. Definitely worth sleeping at night during a period of high stress for a big order.

OverSeas AG
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Every knee shall bow and every tongue shall confess
Towns03
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AgLA06 said:

For a little piece of mind on cash flow you could always explore a small loan against your secured orders.

I looked into a loan against AR and even against a LoC once before (2012?). our usual bank wouldn't do either (Frost). We had to find some really sharky guy who gave us a terrible rate and needed all kinds of extra guarantees. no deal was made with the guy and we limped through the work financing ourselves.
Casey TableTennis
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Have you explored factoring your AR? How about offering Incentivized terms to induce earlier payment on outstanding AR? While both would give you a haircut, it sounds like that would be less concerning than mistimed cash/flow.

Are there any AP with companies you have strong relationships with? They may be willing to extend payment dates due to prior (or commitment to future) business.
cgh1999
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I'm a commercial banker in Houston. Would be happy to visit and offer some free advice.
exp
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752bro4 said:

Are you the hardest working man in manufacturing?


This post is so money
3 Toed Pete
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Exsurge Domine said:


My issue is this: I received about 50k in payments this week on my AR, when I should have received about 10x that amount. I have payroll of $300k every two weeks. I have huge amounts of raw material coming into manufacture the products I have sold to North Africa which have payment due well in advance of receipt of the LoC funds, due to the manufacturing time, which will tie up a good deal of my cash. New business is trickling in every day due to the status of the world, and I have literally no clue if my A/R collection is going to actually come in, even though these are all extremely solid accounts whom I've never had an issue with before. I need to keep my employees as we are extremely busy until just last week and I need to make the goods for the pending orders, and I need to keep my raw material vendors happy as they still owe me a few deliveries for the aforementioned works in progress. However, I cannot keep paying 600k a month for my employees in this diminished environment.

I literally have no idea what the future holds for the next 2-3 months with regards to the economy..... My directive to my staff has been to hold off on all stock replenishment jobs and raw material purchases and address the two orders in process, and sell from stock on everything else.

Thanks for humoring my long post and I'll owe you a beer.
Nothing of real value to add here but I believe your situation is fairly common in the industry right now and you are likely in better position than most. I'm concerned about my AR right now as I expect and know my customers are slowing their payments right now as everyone is delaying everything due to the events of the last couple of weeks. Sounds like you are doing the right thing cutting expenditures. Seems like AgLA06 had good advice on a short-term loan and perhaps you could furlough some of your workforce.

It would appear you have a good relationship with your suppliers so perhaps you could work out something to extend payment an extra 30 days temporarily. If you're a good customer of theirs some will be willing to do this.

I believe that once we are through the virus issues the economy is going to bounce back strongly - the key is cash flow over the next 2-4 months.
tmaggie50
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If you own the property and shop your company operates out of, you could look at doing a sale leaseback to get cash out of your property now.
jh0400
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tmaggie50 said:

If you own the property and shop your company operates out of, you could look at doing a sale leaseback to get cash out of your property now.


That's a rather extreme solution.

A working capital line of credit from a bank is likely the best option with receivables factoring the second best. A third option is to keep building inventory and slow pay your vendors.
tmaggie50
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jh0400 said:

tmaggie50 said:

If you own the property and shop your company operates out of, you could look at doing a sale leaseback to get cash out of your property now.


That's a rather extreme solution.

A working capital line of credit from a bank is likely the best option with receivables factoring the second best. A third option is to keep building inventory and slow pay your vendors.


Maybe so, just putting all options on the table. Depends on how much capital you have tied up in the real estate and how your positioned in it. In this scenario you have some control over the value and what your rent payment will be. Maybe it's a refinance to pull cash out.

Just pointing out that there is more ways to go about getting cash than a standard loan.
ChoppinDs40
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Take this FWIW. Our companies (work at a middle market PE firm) are experiencing all sorts of issues with this thing.

My advice, immediately furlough all unnecessary workers and consider the impact of the family first act and the non-essential business decrees rolling out across states. The sheriff may come shut you down.

Speak with your tax advisor about delaying tax payment (or filing at 4.15 if you overpaid and think you are entitled a refund).

Draw down as much cash as you can on any LOC you may have - banks are tightening right now and will be overloaded with work as covenants trip on their portfolio.

Slow pay vendors and work with any long-term relationships on reducing payments in the near-term - think rent.

Suspend capex and hiring.

Consider if your products to customers are "mission critical" or not. If not, you aren't getting paid - accept that and model it out.

EVERYONE is passing the buck right now. And unfortunately, the majority of it is going to end up on non-essential vendors, vendors that may be handcuffed by the gubmint (landlords), and employees.

Consider your vendors and other alternatives - if you stop paying those raw material vendors, and they shut you off, who else can you go to?

Some think this is over in 2 months, others think this is end-of-times financial crisis to the tune of the Great Depression. Be prepared for the worst and hope for the best.

3 of our businesses were shut down by state govts (PA, NY, and CA). We sell into automotive, e-commerce, distribution logistics and material handling, industrial water filtration, telecom and technology services.

The blood bath is just starting to be drawn.

ChoppinDs40
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Also, this.

https://www.americanbanker.com/news/gop-senators-seek-hefty-boost-to-small-business-relief-plan
Ragoo
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752bro4 said:

Are you the hardest working man in manufacturing?
without a doubt
Exsurge Domine
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Sorry ags, was banned shortly for unwittingly posting a cuss meme, but staff was cool and let me back in early.

Thanks for all of the great advice, my feeling echo a lot that was already posted here. I think I'm going to take my weekly cash receipts and chop it up between vendors prioritizing those that are crucial to service those that I still require raw material from to service the LoC order. I'm willing to bet many of my vendors aren't getting paid anything by their other customers, so they'll be happy with something rather than nothing.



Exsurge Domine
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Ragoo said:

752bro4 said:

Are you the hardest working man in manufacturing?
without a doubt


Haha, hopefully for not much longer
Exsurge Domine
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Wow feels like I wrote this forever ago rather than just 3 weeks. So the good news is that it looks like I'll be able to get about $1,200,000 from the PPP which should be an awesome payroll bridge until the big letter of credit orders are invoices and paid. This should be 100% granted as I need to keep my workers for at least another 2.5 months so we can manufacture and fulfill the orders I mentioned.

Past that I have no clue. We manufacture for pumps used in drilling water wells, mineral exploration holes, and oil&gas. Main drivers of business are new construction (doubtful), mining (should be good with metals prices), and obviously oil&gas drilling (looks terrible).

An ace in the hole we have is we're pretty much the only major manufacturer who makes our product in the USA left, and it seems like most people are soured on China, so we might have a much larger chunk of a smaller marker, since all of our competition is majority Chinese.
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