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We provide accountants and financial planners with tailored business banking.
"Macquarie Business Banking deeply understands the accounting and financial planning industry and has a specialist team of bankers who focus solely on this space. Our team provide direct access to industry insights which we have gained from over 30 years of banking Australian accounting and financial planning firms. We have the cash-flow lending experience coupled with tailored banking solutions to support business & personal growth ambitions via both M&A and succession funding.”
Olivia Ellis
Head of Accounting and Financial Services
Business cashflow funding, based on the value of accounting and financial planning firms, which may be used for activities such as mergers and acquisitions, firm fit outs, working capital or changes in equity ownership.
Competitive LVRs and funding for property-backed portfolios, across residential and commercial properties, for accounting and financial planning business owners. A full suite of private bank lending options are available to the owners of the businesses we support.
Goodwill lending is sub-segment led meaning we have specific lending policies for GP centric medical centres, diagnostic businesses, day hospitals and veterinary clinics.
Our specialist team can help your clients access unique products and tailored banking solutions for both personal and business requirements under the one business unit. We have bankers with specialist mergers and acquisitions and succession planning expertise.
Our relationship managers have a deep understanding of the accounting and financial planning industries and their ecosystems. We provide thought leadership and industry insights to support business growth.
Our relationship managers have a deep understanding of the healthcare industry and the healthcare ecosystem. We provide thought leadership and industry insights to support business growth.
This information is a guide only. Each loan will be subject to individual assessment in accordance with our credit policy. Additional parameters may apply.
A wealth business with existing shareholder buy-in loans was looking to acquire a new business to support its growth. Macquarie was able to offer $10m of cashflow lending.
The funding solution:
Macquarie was also able to refinance $3m of home lending for two directors (standalone property security).
A multidisciplinary wealth and accounting business with existing shareholder buy-in loans, wanted to increase lending to include new entrants. Macquarie was able to offer $7m of cashflow lending, amortising back to 2.5x EBITDA over 5 years, then on interest only terms.
The funding solution:
This was possible at 3.75x normalised EBITDA.
Macquarie was also able to refinance $4m of home lending for three directors (standalone property security).
The case studies are guides only. Each loan will be subject to individual assessment in accordance with our credit policy. Additional parameters may apply.
View our Commercial Lending guide to assess your client’s suitability for a product.
Access accounting and financial planning industry insights and thought leadership content.
The information on this page has been prepared by Macquarie Business Banking, a division of Macquarie Bank Limited AFSL and Australian Credit Licence 237502 for the use of licensed and accredited brokers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.