Guide

Why do banks turn down professional services firms for loans?

Because a firm of people holds almost nothing a bank can secure against. No property, no plant, no inventory — the value is in client relationships a bank cannot lend on. A revenue-based funder looks at recurring billings instead, which are predictable and verifiable in a way collateral is not.

Why the bank says no

Bank lending is built around security. An agency, consultancy or accounting practice has laptops and a lease, and neither is collateral in any meaningful sense.

The value of the firm walks out at six o'clock. Underwriters know it, and a model built on recoverable assets has nowhere to put a business whose assets are people.

Payment terms are the practical squeeze. You carry salaries for thirty, sixty or ninety days before a client pays, so the borrowing need is structural rather than occasional.

What each underwriter weighs

A BANKA REVENUE-BASED FUNDERPERSONAL CREDIT SCOREheavysomeCOLLATERAL TO PLEDGEheavynot looked atTWO YEARS OF TAX RETURNSheavynot looked atTIME IN BUSINESSheavysomeMONTHLY BANK DEPOSITSsomeheavyDEPOSIT CONSISTENCYnot looked atheavyINDUSTRY AND STATEsomeheavy
The same business, read two different ways. A bank decision is built on credit, collateral and filed accounts; a revenue-based funder builds it on the money moving through your account. That is the whole reason a bank decline says very little about whether you can be funded.

What a revenue-based funder reads instead

Recurring billings are among the most predictable revenue an underwriter sees. Retainers and repeat engagements produce a deposit pattern that is easy to verify and hard to fake.

Client concentration is the thing that will actually be examined. One client at sixty per cent of revenue is a genuine risk, and it changes the offer more than the absence of collateral does.

A line of credit generally fits better than a lump sum, because the need is a gap between payroll and payment rather than a one-off purchase.

What to have ready before you apply

Six months of business bank statements.

Roughly what share of revenue your largest client represents. It will come up.

Whether billings are retainer or project — recurring revenue is priced better.

Sources

Related questions.

Does client concentration stop me getting funded?
Rarely stops it, often changes it. One client above half your revenue usually means a smaller amount or a higher rate, because losing that client is the risk being priced.
Can I fund a hire before the revenue arrives?
Yes, and it is a common use. Underwriting is on existing deposits, so the offer reflects the business you have rather than the one the hire is meant to build.
Is a line of credit better than an advance here?
Usually, if you qualify. The need is a timing gap that opens and closes, and a line of credit charges only for what is drawn.

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