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View Full Version : Getting a Bank Loan: SMEs Must Do Their Bit


Rob
10-26-2009, 05:10 AM
In my blog today (http://www.smallbusinesssuccess.biz/forum/blog.php?b=449) I feature a story about a new service being offered by the UK’s business advisory service, Business Link.

Dubbed the ‘Financial Intermediary Service’, the aim is to provide independent support to small businesses that have been turned down by banks for finance. Business Link will assist in reviewing the proposal and to come up with ways of strengthening it.

The UK’s Forum for Private Business (FPB) has rightly responded by urging banks to support the initiative but then goes on to quote examples from its members of how banks have treated them badly and relationships have broken down.

Coming from a banking background you would expect me to come leaping to the defence of banks but not so … well just a bit! During this crisis banks have undoubtedly panicked and viable businesses have suffered. It’s going to take a while to bring a balance back but entrepreneurs have their part to play as well.

It has always been my hobby horse that SMEs do little to help themselves when approaching banks for finance (which is why I wrote ‘The Secrets of Getting Your Bank Manager to Say Yes’). They turn up with a scrappy piece of paper (sometimes two if you’re lucky!) outlining a few facts about the deal and then expect the banks to fallen over themselves to grant a loan. They may have got away with it during the good times when money was freely flowing but times have changed.

Today, small business owners must present a reasoned and well thought out Business Plan which clearly shows what is needed and why.

SMEs complain that they no longer have a relationship with their bank manager because decision-making has been centralized. I agree but you still have to cultivate a relationship with your manager if he is to understand your business and present your case to the ‘powers that be’. Just as in a marriage, a relationship needs to be worked on if it is to flourish.

What do you think?

Blantant plug … you can find out more about my ebook, ‘The Secrets of Getting Your Bank Manager to Say Yes’ at Small Business Loan Help (www.smallbusinessloanhelp.co.uk).

PaulSimister
10-30-2009, 04:52 PM
Down with banks

Up with the small businesses.

Rob is right, small businesses who want loans owe it to themselves to prepare properly. Just imagine that you were in their position and someone came along wanting to borrow £20,000, £50,000 or even £100,000.

You ask a few questions and it quickly becomes clear that these owners haven't given it much thought. Even worse they may be borrowing to plug the gap caused by business problems that they haven't resolved.

You'd say No wouldn't you?

Rob's book is terrific and a great read for anyone thinking about asking a bank for a loan or overdraft.

Dr.Jose Sebastian
11-11-2009, 08:44 AM
Rob is absolutely right. The small and medium scale entrepreneurs can significantly increase their chances of getting finance by doing a bit of homework. But in developing countries like India, the bank managers do not have any incentive to give loans. The manager who gives 100 SME loan will be denied promotion if one or two loans go bad. On the other hand another one who has denied a 100 will be promoted. Generally young bank managers are better risk takers than old ones who are more concered about their retirement benefits. The entrepreneurs can shop around to find favourable bank managers.

Persistence always pays. Some bank managers have the habit of simply saying 'No'. It could be just a strategy to assess the seriousness of the person. 'If he is committed about his project, let him come again' could be the approach. Even during this testing times, it is not altogether difficult to get bank loans. Here the books like that of Rob is a great help.

Dr. Jose Sebastian
Institute for Enterprise Culture and Entrepreneurship Development

Alden01
09-20-2011, 01:10 PM
I agree but you still have to cultivate a relationship with your manager if he is to understand your business and present your case to the ‘powers that be’.

Rob
09-20-2011, 07:52 PM
I agree but you still have to cultivate a relationship with your manager if he is to understand your business and present your case to the ‘powers that be’.

You're absolutely right. If you don't invest the time in helping the Bank Manager understand your business then you are doing yourself a disservice.

Regretfully, at the lower end of the scale, most lending to SMEs is now assessed via a credit scoring model so there is little or no chance to positively influence via a strong relationship.

I look at this aspect of banking in my book 'Loan Sharp: Get the Business Finance You Deserve' (http://www.amazon.co.uk/gp/product/1905823770?ie=UTF8&tag=smallbusin040-21&linkCode=as2&camp=1634&creative=6738&creativeASIN=1905823770) which is available on Amazon and a number of other online bookstores.

Peter01
10-07-2011, 01:47 PM
Your idea is awesome to communicate to the manager so as he can represent you somewhere. This tip can work I think. Thanks for such suggestive post.