PROJECTION/CMA REPORT
PROJECTION/CMA REPORT
CMA stands for Credit Monitoring Arrangement report wherein the past and projected financial performance of a business is compiled in a certain format with all the required financial metrics and ratios to help Bankers and Financial Analysts ascertain the financial health of a business. Most Bankers request a business loan applicant to prepare CMA report to understand the flow and application of funds in a business. A professionally prepared CMA report can improve the chances of obtaining bank loan.
Monitrix is the largest business services platform in India, offering a variety of services like CMA report preparation, company incorporation, trademark registration, GST registration, income tax filing and more. Monitrix can help you prepare a CMA report for your business. Get a free consultation for CMA report preparation and bank loan syndication through Monitrix by scheduling an appointment with an Monitrix Advisor.
DIFFERENT TYPES OF BANK LOAN FACILITIES
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Term Loan
Term loan is sanctioned by Banks for purchase of fixed assets like land, building, equipment and other types of assets. Repayment is fixed over a period of 5 years with EMI payments or bullet payments.
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Working Capital
Working capital loan is sanctioned by Banks for working capital purposes like holding of inventory, receivables and build-up of other current assets in a business. Working capital facilities are renewable every year.
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Letter of Credit
Letter of credit is a type of facility from a Bank guaranteeing a buyer's payment to a seller, in the event that the buyer is unable to make payment on the purchase as per terms of the transaction.
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Bank Guarantee
Bank guarantee is a promise from a bank that the liabilities of a party will be met by the Bank in the event that the party fails to fulfill contractual obligations. Bank guarantees are typically requested while executing large projects.
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Mortgage Loan
Mortgage loans are loans that are backed by real property by putting a lien on the property being mortgaged. The funds generated from a mortgage loan can be used by the business for any purpose.
STEPS INVOLVED IN CMA REPORT PREPARATION
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1. Engagement Advisory
A Business Expert will review the business profile, financial information and loan documentation to understand the background of the business.
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2. ADraft Report
Based on the information gathered, the draft CMA report is prepared.
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3. Final Report
Post the preparation of draft report and discussion with client, final CMA report is prepared, verified and submitted.
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