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Bank Financing

Do you need more money for your growing business?

Do you need more money for your growing business?

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! Therefore, it pays to be highly prepared and organized in your all aspects of your interactions with potential lenders.

We create our proposals with the lender’s perspective in mind. They want to have no doubts that you have a strategic plan, understand your market, and will be able to pay them back.

We know what your business’s proposal needs to win that financing. We’ll provide…

  • 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.

Contact us now to learn more about how you can obtain the money you need to grow your business.

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