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Lecture Managerial accounting: Creating value in a dynamic business environment (10th edition): Chapter 7 - Ronald W. Hilton, David E. Platt

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Chapter 7 - Cost-volume-profit analysis. After completing this chapter, you should be able to: Compute a break-even point using the contribution-margin approach and the equation approach; compute the contribution-margin ratio and use it to find the break-even point in sales dollars; prepare a cost-volume-profit (CVP) graph and explain how it is used;...

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Cost-Volume-Profit

Analysis

Chapter 7

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The Break-Even Point

The break-even point is the point in the volume of activity where the organization’s revenues and expenses are equal.

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in units

× variable Unit

expense

Sales volume

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Contribution-Margin Approach

Here is the proof!

Total Per Unit Percent Sales ( 400 surf boards) $ 200,000 $ 500 100%

Less: variable expenses 120,000 300 60%

Contribution margin $ 80,000 $ 200 40%

Less: fixed expenses 80,000

Net income $

-400 × $500 = $200,000 400 × $300 = $120,000

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Contribution Margin Ratio

Calculate the break-even point in sales dollars  rather than units by using the contribution margin ratio.

Contribution margin

=

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Graphing Cost-Volume-Profit

Relationships

Viewing CVP relationships in a graph gives managers

a perspective that can be obtained in no other way

Consider the following information for Curl, Inc.:

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Break-even point

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Target Net Profit

We can determine the number of surfboards that Curl

must sell to earn a profit of $100,000 using the

contribution margin approach.

We can determine the number of surfboards that Curl

must sell to earn a profit of $100,000 using the

contribution margin approach.

Fixed expenses + Target profit

Unit contribution margin =

Units sold to earn the target profit

$80,000 + $100,000

$200 = 900 surf boards

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Applying CVP Analysis

Safety Margin

 The difference between budgeted sales revenue and

break-even sales rbreak-evenue.

 The amount by which sales can drop before losses occur.

Safety Margin

 The difference between budgeted sales revenue and

break-even sales rbreak-evenue.

 The amount by which sales can drop before losses occur.

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CVP Analysis with Multiple Products

For a company with more than one product, sales mix

is the relative combination in which a company’s

products are sold

Different products have different selling prices, cost

structures, and contribution margins

Let’s assume Curl sells surfboards and sail boards and see how

we deal with break-even analysis.

For a company with more than one product, sales mix

is the relative combination in which a company’s

products are sold

Different products have different selling prices, cost

structures, and contribution margins

Let’s assume Curl sells surfboards and sail boards and see how

we deal with break-even analysis.

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CVP Analysis with Multiple Products

Curl provides us with the following: information:

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CVP Analysis with Multiple Products

Weighted­average unit contribution margin

$200 × 62.5%

$550 × 37.5%

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CVP Analysis with Multiple Products

Break-even point

Break-even

Fixed expenses Weighted-average unit contribution margin

Break-even

$170,000 $331.25

Break-even

point = 514 combined unit sales

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CVP Analysis with Multiple Products

Break-even point

Break-even

point = 514 combined unit sales

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Assumptions Underlying

CVP Analysis

1. Selling price is constant throughout the

entire relevant range

2. Costs are linear over the relevant range

3. In multi-product companies, the sales

mix is constant

4. In manufacturing firms, inventories do

not change (units produced = units

sold)

1. Selling price is constant throughout the

entire relevant range

2. Costs are linear over the relevant range

3. In multi-product companies, the sales

mix is constant

4. In manufacturing firms, inventories do

not change (units produced = units

sold)

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CVP Relationships and the Income

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CVP Relationships and the Income

ACCUTIME COMPANY

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Cost Structure and Operating

Leverage

 The cost structure of an organization is the relative

proportion of its fixed and variable costs.

 Operating leverage is:

 the extent to which an organization uses fixed costs in its cost structure.

 greatest in companies that have a high proportion of fixed costs

in relation to variable costs.

 The cost structure of an organization is the relative

proportion of its fixed and variable costs.

 Operating leverage is:

 the extent to which an organization uses fixed costs in its cost structure.

 greatest in companies that have a high proportion of fixed costs

in relation to variable costs.

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Measuring Operating Leverage

Contribution margin Net income

Operating leverage

factor =

$100,000

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Measuring Operating Leverage

A measure of how a percentage change in sales will affect profits If Curl increases its sales by 10%, what will be the

percentage increase in net income?

A measure of how a percentage change in sales will affect

profits If Curl increases its sales by 10%, what will be the

percentage increase in net income?

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CVP Analysis, Activity-Based Costing, and Advanced Manufacturing Systems

An activity-based costing system provides a much more

complete picture of cost-volume-profit relationships and,

thus, it provides better information to managers.

Break-even

Fixed costsUnit contribution margin

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A Move Toward JIT and

Flexible Manufacturing

Overhead costs like setup, inspection, and material

handling are fixed with respect to sales volume, but they

are not fixed with respect to other cost drivers.

This is the fundamental distinction between a traditional

CVP analysis and an activity-based costing CVP

analysis.

Overhead costs like setup, inspection, and material

handling are fixed with respect to sales volume , but they

are not fixed with respect to other cost drivers.

This is the fundamental distinction between a traditional

CVP analysis and an activity-based costing CVP

analysis.

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Effect of Income Taxes

Target after-tax net

income

1 - t

= net income Before-tax

Income taxes affect a company’s

CVP relationships To earn a

particular after-tax net income, a

greater before-tax income will be

required

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