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SME's Capital Budgeting Survey

Sample Survey

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1.Your participation in this survey is completely anonymous and your responses will remain confidential.

Again, thank you for your help and support.

How many people are employed at your company?

None

1 - 5

6 - 10

11 - 50

51 - 150

151 - 250

Over 250

What were on average total annual sales for the last accounting year?

Less than £1 million

£1 - 5 million

£5 - 10 million

£10 - 20 million

£20 - 50 million

Greater than £50 million

Years (Average)

Is your chief financial officer...

An outsider?

A family member?

6.How often do you use the following capital budgeting techniques when appraising major investments?

	Never	Rarely	Often	Always
Payback	Never	Rarely	Often	Always

ARR (Accounting Rate of Return)	Never	Rarely	Often	Always

IRR (Internal Rate of Return)	Never	Rarely	Often	Always

NPV (Net Present Value)	Never	Rarely	Often	Always

Why do you not use such methods?

8.If you use any of the following criteria choose the statement that best describes its use.

	Do Not Use for outright Rejection or Acceptance	Do Use for outright Rejection or Acceptance
Payback	Do Not Use for outright Rejection or Acceptance	Do Use for outright Rejection or Acceptance

ARR	Do Not Use for outright Rejection or Acceptance	Do Use for outright Rejection or Acceptance

IRR	Do Not Use for outright Rejection or Acceptance	Do Use for outright Rejection or Acceptance

NPV	Do Not Use for outright Rejection or Acceptance	Do Use for outright Rejection or Acceptance

Years

How does your company derive the discount rate used in the appraisal of major capital investments?

Weighted average cost of capital is used

Interest payable on debt capital is used

An arbitrarily chosen figure is used

An historical rate of return is used

Other

11.Do you adjust your chosen discount rate for:

	Yes	No
Inflation?	Yes	No

Tax?	Yes	No

How do you finance your investments?

Retained funds

Bank credit/loan

Finance house credit/loan

Hire purchase or Leasing

New equity

Other (please specify)

13.How influential are the following factors when considering the acceptance or rejection of investment projects?

	Not important	Somewhat important	Important	Very important
Availability of finance	Not important	Somewhat important	Important	Very important

Advice from accountant	Not important	Somewhat important	Important	Very important

Advice from suppliers	Not important	Somewhat important	Important	Very important

Advice from customers	Not important	Somewhat important	Important	Very important

What competitors' do	Not important	Somewhat important	Important	Very important

Repaying debt on time	Not important	Somewhat important	Important	Very important

Partner(s)' decisions	Not important	Somewhat important	Important	Very important

Intangible benefits of the project	Not important	Somewhat important	Important	Very important

Avoid profit distribution	Not important	Somewhat important	Important	Very important

14.How important are the following objectives?

	Not Important	Somewhat Important	Important	Very important
Increasing profitability	Not Important	Somewhat Important	Important	Very important

Increasing sales growth	Not Important	Somewhat Important	Important	Very important

To provide a service to the community	Not Important	Somewhat Important	Important	Very important

Increasing employement	Not Important	Somewhat Important	Important	Very important

Downsizing activity	Not Important	Somewhat Important	Important	Very important

To remain the same	Not Important	Somewhat Important	Important	Very important

Job security	Not Important	Somewhat Important	Important	Very important

Self-fulfilment	Not Important	Somewhat Important	Important	Very important

Can you briefly describe the process undertaken for evaluating potential investment projects?

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SME's Capital Budgeting Survey

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