Importance of Financial Forecasting in Business
Advisory & Compliance

Finance Proposals

Our intimate knowledge of what banks require when applying for finance will ensure the process is seamless.

It is likely a business will require finance from a bank at some time during its existence.  We have a close working relationship with banks to know what information is required in order to give you the best chance of securing the finance you are after.

We'll put together multi-year financial forecasts, along with supporting commentary and compiling the bank finance application in such a way it is understandable to the bank.  As part of compiling the multi-year forecasts, we will be able to assess the likelihood of your finance application being successful.

Using McIntyre Dick to help prepare your bank finance application will provide confidence to the bank that the financial forecasts have been well scrutinised as well as minimising requests for further information from the bank, saving your hard-earned time and money.

 

More Business Advisory services.

Our people focused approach is about getting to know your business like the back of our hands and building a lasting partnership based on honesty and trust, so you can grow, plan, and design your business for better.

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    Terms of Engagement

    As part of our membership obligations with Chartered Accountants Australia New Zealand (CAANZ) and Inland Revenue, we are required to hold a signed terms of engagement on file for our clients, it is likely you will have signed this through your proposal process. Future changes to this agreement will be communicated through our newsletter and updated on this page.

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    Succession Planning

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    Business Acquisitions

    We'll undertake due diligence and work alongside you when acquiring a business.