CMA Report Preparation — Analysed. Structured. Bank-Ready.
End-to-end preparation of the CMA report, from financial analysis to the final presentation format required by lending banks.
Book Free ConsultationA CMA report is more than a set of projected numbers — it is the narrative a bank uses to understand how a business earns, spends and repays. Getting the structure and the analysis right matters as much as the figures themselves.
N D Savla & Associates prepares CMA reports for businesses in Nashik and across Maharashtra, combining financial analysis with the standard schedules banks require, so the report reads clearly to a credit officer reviewing it for the first time.
We work from the client's audited or provisional financials and business plan, and build the report schedule by schedule so each figure can be traced back to its source.
Our CMA Report Services
Financial Statement Analysis
Review of past performance as the base for the projected figures.
Operating Statement & Balance Sheet
Preparation of projected operating statement and balance sheet in bank format.
Fund Flow Statement
Sources and application of funds mapped against the projected balance sheet.
Ratio & Trend Analysis
Key ratios computed and compared against past trends and bank benchmarks.
Assumptions Note
A written note explaining the basis for sales, cost and margin assumptions.
Report Formatting
Final report formatted to the presentation style expected by the specific bank.
Multi-Year Projections
Projections extended to match the tenure of the facility being applied for.
Query Resolution Support
Support in responding to the bank's queries on the report once submitted.
Our CMA Report Process
Data Gathering
Past financials, sales register and business plan are collected from the client.
Analysis
The historical trend is analysed to set a reasonable basis for the projections.
Drafting
The report is drafted schedule by schedule, with assumptions noted alongside.
Internal Check
Figures are cross-verified across schedules before the report is finalised.
Delivery
The finished report is delivered in the format required for submission to the bank.
Why It Matters
Frequently Asked Questions
Need a CMA report for your bank proposal?
Share your financials and business plan — we’ll prepare a report structured the way your bank expects to see it.
