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 to prepare a winning loan proposal. Your proposal will have a higher likelihood of success because they will be created considering the lender's perspective.

You are more likely to get the money you need because we know what banks want to see. Even more importantly, we know how to show them that you will be able to pay the loan back.

With our assistance your loan proposal will include:

• 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 can help substantiate your financial needs/position to your banker in person if you desire.