Bank Financing
Need money to grow your business?
Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! Therefore, it pays to be prepared and organized in your approach for financing.
Put your best foot forward by allowing us to prepare a winning loan proposal for you. Our proposals have a high likelihood of success because they’re created from the lender’s perspective.
Put your best foot forward by allowing us to prepare a winning loan proposal for you. Our proposals have a high likelihood of success because they’re created from the lender’s perspective.
Our winning loan proposals come complete with…
Executive Summary:
Where we concisely state the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why it's needed
Pro-forma Cash Budgets and Financial Statements:
We use your data and underlying assumptions to prepare information that your banker can easily read and buy in to.
Owners Personal Financial Statements:
We make copies of the last 3 years of personal tax returns for the bank as well as identify the collateral being pledged as security for the loan.
Representation:
We help substantiate your financial needs/position to your banker in person.