Walker Partnership (Scotland) LLP

"IFA UK Accountancy Practice of the Year 2009.  Where accuracy, honesty & value come first."

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Course Title: Dealing with the Bankers

Duration: 1 day
Designed for:

Business advisors who wish an insight into how Bankers reach lending decisions for businesses
Course Objectives:

To assist participants in increasing the success rate for their Business clients in obtaining funding from their Bankers first time, by letting them understand how Bankers think, what information a Banker will look for and how they will analyse that information so that they can be better equipped to assist their Business clients.
About the Course:

Research has shown that achieving Business finance is the most difficult area for Businesses.

During this workshop we will concentrate the mind on this very important area and assist participants to understand how a banker thinks what they want /need in terms of information and how they interpret /monitor that information.

Thereby participants will be better equipped to provide the best advice possible to clients.
Course Content:

  • How does a Banker think?
    		•
  • The basics of lending money
  • What are their Likes/Dislikes
  • Key Questions

  • What information is looked for & how should this be provided ?
    		•
  • Types of information/obtained from

  • How is that information analysed ?
    		•
  • Key analysis undertaken on Business Plans & Financial Information
  • Monitoring of Businesses by Banks

  • Syndicate work on real live case studies
    		•
  • Case studies will consist of a Start Up Business & an Existing Business

  • Case studies presentation & review
    		•


  • Workshop summary & review
    		•