Choosing the Right Lender and the Right Loan

When you are looking for business financing, the need may be so immediate that you are tempted to jump at the first offer, like a pre-qualified line of credit offer that arrives in your mailbox. But lenders and loans vary considerably and finding the best financing for your business involves more than just taking what comes along or comparing a few interest rates.

 

Evaluating lending sources

 

Who you get a loan from can be just as important a consideration as what kind of loan you get. Consider these issues when you’re assessing different lending sources:

 

·         Accessibility: You may be able to find a loan on a toll-free hotline, through a Web site, or with a business credit card, but the convenience could cost you through higher upfront charges or a higher interest rate. And who will you talk with after the ink is dry and a problem or additional need comes up?

 

·         Wide range of capabilities: Your financing needs may be simple and relatively easy to satisfy now, but in the future you could need more sophisticated financing services for challenges like a major expansion or change in direction.

 

·         Sizeable resources: A successful company can grow more rapidly than you expect, and the need for financing support will expand with the business. You can’t afford to be limited by your lender’s size, lending limitations or lack of knowledge about your business.

 

·         Balanced credit decisions: You’ll want a lender who can take into account your total picture, including all of your business’s assets and potential. A lender with an in-depth understanding of your business can look past temporary aberrations to make informed decisions.

 

·         Commitment: The movement of interest rates and the relative health of market sectors can make lenders eager to offer cash one moment and reluctant the next. You want a lender committed to supporting the small- to midsize business market, regardless of the fluctuating economic climate.

 

Gauging loan flexibility

 

It is also important for your lender to have enough flexibility to adapt your credit terms to your business’s individual circumstances. You don’t have to settle for a one-size-fits-all program that, in the long run, could hinder your progress. Your financing program should accommodate the amortization terms, prepayment and reborrowing conditions, rates, range of usage and loan configurations that fit your needs.

 

For example, a conventional term loan may be appropriate for your medium-to-long-term credit needs, such as financing an equipment purchase or real estate transaction. However, what if your company has periodic high cash balances? Could you use these to prepay your loan and reduce interest costs? If you prepay your balance, could you reborrow those funds to finance other needs as they arise? Not all companies have the same cash flow profiles and not all need the same loan features.

 

By taking the time to assess your company’s situation and evaluating the lending options available to you along with the characteristics of the lender, it may be possible to choose a loan that’s flexible enough to meet your current and evolving needs.

For more information call 1.866.4ML-BUSINESS (465-2874) or e-mail us at AskMLBiz@ml.com.

Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, not a bank, and the WCMA account is not a bank account. Banking services are provided by licensed banks or by third parties through arrangements with licensed banks. Unless otherwise indicated, investment products are not FDIC-insured, not guaranteed by a bank and may lose value.

Working Capital Management Account, Loan Management Account, WCMA and LMA are registered service marks of Merrill Lynch & Co., Inc.

The WCMA® account is a product of Merrill Lynch, Pierce, Fenner & Smith Incorporated.

The WCMA® Commercial Line of Credit, which is linked to the WCMA® account, is offered through Merrill Lynch Commercial Finance Corp.

Term loan financing and the WCMA Reducing Revolver Loan are offered through Merrill Lynch Commercial Finance Corp.


Financing, including the WCMA Reducing Revolver loan, is through Merrill Lynch Commercial Finance Corp., 222 North LaSalle Street, 17th Floor, Chicago IL 60601-California Loans made pursuant to a Department of Corporations California Finance Lenders license.  Programs, options and property types are not available in all states and are subject to change.  Certain conditions, restriction and costs may apply, Not all features are available with all programs.  All loans are subject to credit review and approval. 

WCMA Reducing Revolver is a service mark of Merrill Lynch & Co., Inc.

Should the value of securities pledged as collateral decrease below a certain level (as specified within the loan document), the deposit of additional assets and/or liquidation of assets may be required. Securities-based loans cannot be used for investment purposes. A complete description of the loan terms can be found in the Loan Agreements. When considering Merrill Lynch financing, take into account your individual requirements, portfolio makeup and risk tolerance, as well as capital gains taxes, portfolio performance expectations and investment time horizon.

Related Products and Services

Term Loans

  • Grow your business with mid- to long-term business financing with fixed- and adjustable-rate financing. Or take advantage of our innovative WCMA Reducing RevolverSM Loan that combines term financing with the convenience of revolving credit.

Commercial Line Of Credit

  • Cover operating expenses or accommodate seasonal fluctuations with a commercial line of credit through your Working Capital Management Account® (WCMA® account).

Income-Producing Real Estate Financing

  • Locate a competitively priced loan that fits your needs – either for investment growth or increased income – by leveraging your real estate financing options.

Securities-Based Lending

  • Increase your borrowing power without liquidating investments by pledging eligible securities in your portfolio to secure financing for your business.

Reporting

  • View, download and print reports showing all your loan activity – from payments to balances – with the convenience of Merrill Lynch Business Center Information Reporting.