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.
Our winning loan proposals come complete with...
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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.
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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.
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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.