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G K B & Associates
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0120-3130570
info@gkb.associates
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CMA Report Preparation

At G K B & Associates, we excel in preparing accurate, comprehensive CMA reports tailored to meet bank requirements and enhance your chances of smooth loan sanctioning.

Benefits of Professional CMA Report Preparation

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    Facilitates Quick Loan Approvals – Helps banks understand your financial position clearly.
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    Accurate Financial Forecasting – Reflects realistic projections for revenue, expenses, and cash flows.
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    Improved Credibility – Demonstrates transparency and professionalism to lenders.
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    Customized for Your Business Needs – Tailored reports for various industries and business sizes.
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    Compliance with Banking Norms – Adheres strictly to RBI and banking guidelines to avoid delays.

    • Documents Needed for CMA Report Preparation

    1. 1. Audited financial statements (balance sheet, profit & loss accounts) for the past 3 years
    2. 2. Latest interim financial statements (if available)
    3. 3. Bank statements and loan details
    4. 4. Projected financial statements including turnover and profitability estimates
    1. 5. Details of existing borrowings and repayment schedules
    2. 6. Business plan or project report (if applicable)
    3. 7. Tax returns for last 3 years
    4. 8. Any other relevant financial documents

    Our Process for CMA Report Preparation

    01
    Comprehensive Data Collection & Analysis

    We gather all necessary financial documents, understand your business model, and assess historical performance.

    02
    Financial Forecasting & Report Drafting

    Our experts prepare detailed projections of sales, expenses, working capital requirements, and repayment capacity, complying with banking standards.

    03
    Review & Final Delivery

    We review the draft with you, make necessary adjustments, and deliver a polished CMA report ready for submission to banks or financial institutions.

    Frequently Asked Questions

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    A CMA (Credit Monitoring Arrangement) Report is a financial document prepared for banks and financial institutions to assess a company’s creditworthiness before granting loans or credit facilities.
    A CMA Report helps businesses:
    • Secure loans and credit from banks
    • Present accurate financial health to lenders
    • Plan for working capital and financial requirements
    • Avoid loan rejections due to incomplete or inaccurate reports
    A typical CMA Report includes:
    • Historical financial statements
    • Projected balance sheets and profit & loss accounts
    • Cash flow statements and working capital analysis
    • Break-up of term loans and existing liabilities
    • Financial ratios and assessment of repayment capacity
    CMA Reports are required by:
    • Businesses applying for bank loans or credit facilities
    • Companies seeking working capital limits or project financing
    • Enterprises planning expansion or new projects
    We provide end-to-end CMA services, including:
    • Analyzing historical financial data
    • Preparing accurate projected financial statements
    • Drafting a bank-ready CMA Report
    • Ensuring compliance with RBI guidelines
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