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Family Business Sources Of Capital

Thursday 21 February, 2008

Sources of funding are governed by pecking order principles as indicated in Table 9.1 below.

Table 9.1 also shows that, irrespective of generation of ownership, family business owners are most favourably disposed towards the use of cash flow and retained profits as sources of capital.

For first and second generation businesses these sources are followed by bank overdraft, shareholders' funds, and bank loans.

Third to fifth generation firms appear to place greater reliance on shareholders' funds and family loans, but less on leasing finance than their first or second generation counterparts.

External equity finance

Consistent with UK findings (Poutziouris et al., 2002), external equity finance seems to be the least favoured source of capital by families in business.

Moreover, fewer family proprietors, 27.6% (39.6% for non-family businesses) are prepared to consider offering part of the ownership of their business to secure funding for growth. As shown in the Table 9.1, non-family firms are more likely to utilise equity finance, shareholder funds, and "other" sources of finance than family firms.

Sources Of Capital

 

Author Credits

This article is an extract from “The MGI Family and Private Business Survey 2006”. The RMIT University team that developed and conducted this Survey comprises Professor Kosmas X Smyrnios and Mr Lucio Dana. MGI Boyd Principals Ms Sue Prestney and Mrs Naree Brooks provided valuable input during the research process. For more information concerning this survey, please contact MGI Boyd, Melbourne – Sue Prestney; P: +61 3 9521 3000 or E: melbourne@mgiboyd.com.au or W: www.mgiboyd.com.au
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