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10 Finance Terms You Should Know As A Business Owner

A LIST OF THE MOST IMPORTANT BUSINESS FINANCE TERMS EVERY BUSINESS OWNER SHOULD BE AWARE OF.

Whether you are an entrepreneur or a seasoned business owner, you know that things can get overwhelming at times, especially when you have to talk financing. In this article, we’ll go over a few finance terms that can help you in your conversation with any banking professional.

Asset

Consider an asset a resource a business owns. These resources can include inventory, cash, buildings, patents, etc. In business, assets assist in generating income. A business owner can think of assets as the foundation of their business.

Business Asset Categories

Typically, a business asset is classified into one of these three categories: tangible, intangible, and intellectual property. Businesses that are striving for success should offer a balanced combination of all three.

Tangible Assets

Tangible assets include everything that you can touch! For example, things like:

  • Cash
  • Vehicles
  • Equipment
  • Buildings
Intangible Assets

Intangible assets do not exist in physical form. For example, things like:

  • Goodwill
  • Brand Equity
  • Customer Lists

An intangible asset can also be a strong representation of the clout of your business. For example, your business’s reputation and credibility in the industry.

Intellectual Property

Intellectual Property is a variation of an intangible asset. Must like an intangible asset, this particular asset does not typically take physical form.

  • Trademarks
  • Patents
  • Logos

Capital

Capital is the total amount of resources available to your business and is equal to your equity and debt. When someone refers to “working capital,” they are referencing a business’s current assets minus current liabilities. Working capital is an essential part of a company’s financial and operational health. An efficient working capital allows a business to maintain smooth operations and can assist in building a company’s earnings and profitability.

Cash flow

Cash flow is the movement of money in and out of your business. Any business owner loves this word as long as the “cash flow” is positive. If you’re on the flip side and in the negative, just hearing the word cash flow can hurt.

Types Of Cash Flows In Business

Cash flow can be broken down into two categories, inflows and outflows.

Inflows

Anything income or revenue related will be considered an “inflow” of cash. Examples of inflows include:

  • Tax Refunds
  • Interest Earned
  • Lease Revenue
Outflows

This is the amount of money a business has paid out within a certain amount of time. Typically, outflows consist of expenses and can include payments to:

  • Suppliers
  • Banks

Collateral

Collateral is any property a borrower pledges to a lender just in case of a default. For example, if the business owner fails to repay the loan at any point, the lender can take the property. Most of the time, especially for small business owners, collateral is required for significant bank loans and commercial mortgages. However, in a smaller term loan or line of credit, collateral may not be necessary.

Popular Types of Collateral

When applying for business financing, it’s important to remember that a borrower may be asked to put down some form of collateral to compensate for any unreturned borrowed money if the problem arises. These are the most common types of business collateral.

  • Real Estate
  • Cash Secured Loan
  • Invoice Collateral
  • Inventory Financing
  • Blanket Liens

Equity

Consider equity as a business owner’s interest in a company. Equity is equal to your assets minus your liabilities. Investopedia does a great job explaining the components of equity and how it works in this article.

Expense

Expenses are the costs of running your business big or small. A lot of the time, a company tries to minimize costs while not skipping out on essentials. On an income statement, business expenses are subtracted from revenue to arrive at a company’s taxable net income. These types of expenses can include, but are not limited to:

  • Advertising
  • Education
  • Equipment Rentals
  • Interest Paid
  • Office Supplies

Liabilities

A business’s liabilities are financial debts or obligations. There are two types of liabilities: current and long-term.

Current Liabilities

Current liabilities are due in the next year. Typical current liabilities include:

  • Accounts Payable
  • Wages
  • Taxes
Example of Current Liability

For example, if you have a 20-year mortgage on an apartment building, next year’s payments owed will be listed in the current liabilities section.

Long-Term Liabilities

Long-term liabilities are not due until at least a year later. Typical long-term liabilities include:

  • Long-term loans
  • Capital leases
  • Deferred compensation
Example Of Long-Term Liability

Let’s take that same 20-year mortgage on your apartment building. The remaining balance will be shown as a long-term liability.

Profit

Profit is the net income or the “bottom line.” These are revenues minus costs for a given period. Typically, business owners will use profits to help grow a company.

Revenue

Revenue, also known as gross income and sales, revenue is the money you earn from operations. For example, marketing or sales efforts help generate or increase revenues. You direct your marketing and sales activities to generate revenues.

Valuation

How much is your business worth? The worth of your business is your “valuation” and is most important when seeking funding from investors.

Popular Business Valuation Methods

  • Asset-Based
  • Market Value-Based
  • Revenue Basis
  • ROI
  • Book Value

Business Education Is Important

If you are looking to communicate with any type of financial expert on a more professional level, educating yourself on finance terms is a great place to start. If your next step is to finance your business, be sure to check out how the loan origination process works and how it applies to your particular situation.