VOL 007CFOOD/CC - Term loan - Repayment fit

Choose credit by cash-flow purpose, not by whichever lender approves fastest

Banking and credit decisions become dangerous when founders use long-term loans for short-term working capital or overdraft limits for permanent losses. The CFO lens this week: match the facility to the cash-flow problem.

An overdraft or cash-credit limit is useful when the business has a timing gap: stock is bought now, invoices are raised later, customers pay after agreed credit days, and the cycle repeats. It should revolve with the business. If the limit is always fully used and never comes down, it may be funding structural margin weakness or poor collections instead of timing.

A term loan is better suited for assets, expansion, machinery, or planned investments where repayment can be mapped to future benefit. It is not ideal for plugging daily operating leakage unless the business has already fixed the leakage. Otherwise the founder converts an operating problem into a fixed EMI problem.

Before taking credit, run three checks. First, what exact cash gap is being funded? Second, what event will repay it - collection, stock turnover, new margin, or cost saving? Third, what happens if inflows are delayed by 30 days? If the answer is vague, approval may feel like relief but become pressure later.

The finance action: maintain a simple credit register with lender, facility type, limit, rate, collateral or guarantee, renewal date, EMI or interest cycle, security documents, and purpose. Review it monthly with receivables ageing and stock movement. Credit is not bad. Blind credit is.

  • Match the funding tool to the cash-flow problem instead of taking whichever approval arrives first.
  • OD or CC should solve timing gaps, not hide structural margin or collection weakness.
  • A simple credit register makes repayment risk and facility fit visible before surprises do.

Review every live facility against its real cash-flow purpose before the next approval creates a new mismatch.