Commercial Lending Advice

Commercial lending works differently to home lending. There is no standard product, less published pricing, and far more variation between lenders in what they will accept as security and how they assess a business. Two lenders can look at the same business and reach entirely different conclusions. Knowing which ones to approach, and how to present the case, tends to matter more than the rate on offer.

What commercial lending advice involves​

Commercial finance is a broad category rather than a single product. It includes borrowing to buy business premises, to fund equipment or vehicles, to manage cash flow, to acquire a business, or to fund a development. Each has its own lenders, its own security requirements and its own assessment approach.

Unlike home lending, commercial lending is largely negotiated rather than advertised. Terms, pricing and conditions vary based on the strength of the business and how the application is presented.

How a mortgage broker helps with commercial lending

Commercial property purchase

Buying the premises your business operates from, or buying commercial property as an investment. Deposit requirements are generally higher than residential, loan terms are often shorter, and lenders assess the property type and the tenant closely.

Equipment and asset finance

Vehicles, machinery, fit out and plant. Often structured so the asset itself is the security, which can preserve your other borrowing capacity.

Working capital and cash flow

Overdrafts, lines of credit, invoice finance and trade finance. Useful where the business is profitable but the timing of money in and money out does not line up.

Business acquisition

Borrowing to buy a business, or to buy out a partner. Lenders look closely at the business being acquired, not just at the borrower, and goodwill is treated very differently to physical assets.

Development and construction

Progressive drawdown against a build. Assessment focuses on the project, the builder and the exit, and requirements are considerably more detailed than for a standard purchase.

Presenting the application

More than in any other type of lending, commercial outcomes depend on how the case is put. Lenders assess a business on its financial statements, its industry, its history and its prospects, and a well prepared submission that answers the obvious questions in advance produces better results than one that does not.

Speak to our experienced team today.

Commercial lending by situation

1 – You are buying the premises your business operates from

Often cheaper over time than leasing, and a decision with tax and structural consequences worth discussing with your accountant first.

2 – Your lease is ending and the landlord is selling

A common trigger, usually with a deadline attached.

3 – You need equipment and do not want to use cash

Asset finance keeps working capital available and can be structured so it does not consume your broader borrowing capacity.

4 – Your business is profitable but cash flow is tight

Usually a timing problem rather than a profitability one, and there are products built specifically for it.

5 – You are buying out a business partner

Lenders treat this differently to an expansion, and the structure of the buyout affects what is available.

6 – You are self employed and your accounts do not tell the whole story

Legitimate tax minimisation can make a business look weaker on paper than it is. Some lenders account for this better than others.

7 – You have been declined by your bank

A decline from one lender says very little about what another would do, particularly in commercial lending where assessment approaches vary widely.

Who this is for

  • Business owners buying or refinancing commercial premises
  • Businesses funding equipment, vehicles or a fit out
  • Profitable businesses with cash flow timing pressure
  • Buyers acquiring a business or buying out a partner

Who this isn’t for

  • Businesses in serious financial distress. Free financial counselling and restructuring advice are better first steps, and we will point you towards them.
  • Anyone wanting advice on whether to buy a particular business. That is a question for your accountant and solicitor.

Our advice process

01 Evaluation

A first conversation, at no cost, to work out whether we are the right fit for your family and whether aged care advice is what you actually need. If your situation is better served elsewhere, we will tell you.
30MIN - FREE

02 Discovery

We gather the detail: your parent's assets and income, existing Centrelink or DVA entitlements, the accommodation agreement if one has been offered, and where the family home sits in all of it. We also need to understand the family, because these decisions are rarely made by one person alone.
1 to 2 meetings

03 Strategy

We model the funding options side by side and show what each one costs, what it does to the Age Pension, and what it leaves in the estate. Our recommendations are always in writing. Where a solicitor or accountant is involved, we work with them rather than around them.
Written advice

04 Implementation

Once you accept the advice, we handle the paperwork. That means liaising with the provider, the Centrelink forms, the financial institutions, and coordinating with your solicitor or accountant where needed.
We handle it

05 Review

Aged care fees are reassessed as circumstances change, and the rules themselves change. We stay involved so a plan built this year still works next year.
Ongoing

Commercial Lending FAQs

Commercial lending is largely negotiated rather than advertised. Deposit requirements are generally higher, loan terms are often shorter, pricing is less standardised, and lenders assess the business itself rather than just the borrower’s income. There is also far more variation between lenders in what they will accept and how they assess it.

Generally more than for a residential purchase, and it varies by lender, by property type and by whether your own business will occupy the premises. Owner occupied commercial purchases are often treated more favourably than investment purchases, because the lender can assess the business as well as the property.

Often yes, and it is worth understanding the consequence before you do. Using your home as security may improve the terms available, and it also puts your home at risk if the business does not perform. Whether it is the right decision depends on the business, the amount and the alternatives.

Typically business financial statements covering a period, tax returns, bank statements, details of existing debts, and information about the security. Development and acquisition finance require considerably more. Having these in order before applying makes a material difference to both speed and outcome

It is harder, because most lenders want to see trading history, but it is not always impossible. Options may include stronger security, a larger deposit, or asset finance where the asset itself is the security. The fewer years of history, the more the security and the deposit carry the case.

Finance where the asset being purchased, such as a vehicle or piece of equipment, acts as the security for the loan. It is common for business equipment and often keeps other borrowing capacity available for things that cannot be secured this way.

Not necessarily. Lenders differ substantially in what they will accept, particularly in commercial lending, and one decline says little about what another would do. It is worth understanding why the decline happened, because the reason determines whether another lender is likely to reach a different conclusion.

Commercial lending is sometimes fee for service rather than commission based, depending on the complexity and the lender. Any fee payable by you is disclosed and agreed in writing before work begins, and you will not be charged anything you have not agreed to.

Speak to our experienced team today.