How to bring a Business Opportunity to Life: Getting a Loan

You've found an excellent business opportunity, andbalance sheet.
are eager to act on it as soon as possible, lest thatYou will also need to establish your credibility and skill,
opportunity slip. However, you lack the proper fundingas a way of proving that you have the expertise to
to get that business of the ground. What can you do?manage the business opportunity well. Do include your
One option is to borrow from friends and relatives;resume or bio-data, references, and any information on
another is to go to a financial institution like a bank andyour business partners.
apply for a business loan. The latter requires someFor filing purposes, you should also give your personal
preparation; after all, you will have to convince the loanidentification and social insurance number, a list of your
officer that you have a good business opportunity andbank accounts, your personal net worth statement
have the background and qualifications to make it(with a list of assets and liabilities), and credit
work.references. This will help the bank evaluate your credit
Most loan officers will ask for details about thehistory, and determine how high the "risk' the bank will
business opportunity, and how you plan to use thetake in lending you the money.
money to bring that idea to fruition. It's important thatIf you are Expanding an Existing Business
you give solid facts to back up your plans. You willIf the company is already in existence, and you are
present all of this in your business plan.getting a loan to expand it, you will also have to furnish
If You are Setting up a New Businessa copy of the company's bank accounts and credit
The business plan is when you take any businessreferences, a complete set of financial statements
opportunity, and give it form and structure. It starts withfrom the last three years, current year to date financial
an executive summary, which must state the amountstatements, and accounts payables and receivables.
you need to borrow, the kind of loan you plan to take,You will also need to supply the loan officer with a
and a short explanation of the business opportunitycompany history, a background of the existing
you want to pursue.products and services you provide, and statistics that
Aside from the Executive summary, you will also haveprove that there is a viable market for expansion. You
to present some documents to support your requestmay have to give industry statistics or research that
for a business loan. This includes, first and foremost,support that the business opportunity exists and that
your financial projections. The loan officer needs to beyour existing resources cannot sustain the possible
convinced that the business opportunity has a goodgrowth. You may also have to submit a plan of how
chance of making a good profit, which in turn willyou will allocate the money and the projected increase
enable you to pay the bank back. Documents includein revenues.
your income statement, cash flow projections, and