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 assist you in preparing a winning loan proposal. A well thought out proposal has a high likelihood of success because they're created from the lender's perspective.

You get the money you need because we incorporate into the propsal what banks need to see, most importantly, how you'll be able to pay them back.

A winning loan proposal comes 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 three years of personal tax returns for the bank as well as identify the collateral being pledged as security for the loan.

• Representation: We also help substantiate your financial needs/position to your banker in person.

If you'd like to learn more about how we can help you obtain the financing you need to grow your business please contact us.