Bank Financing

Requesting a business loan without adequate preparation sends a message to the lender that the business is high risk. It pays to be prepared and organized in your approach for financing. Because they're created from the lender's perspective, our proposals have a high likelihood of success.

Our 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.