Bank Financing

Need more 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.

You get the money you need because we know exactly what banks want to see. Even more importantly, we know how to prove to them that you'll be able to pay them back.

Our winning 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 how the loan will be use, and why it's needed.

• Pro-forma Cash Budgets and Financial Statements:

  We use your data and underlying assumptions to prepare information your banker or loan officer can easily read and understand.

• Owners Personal Financial Statements:

  We provide the last three years of personal tax returns for the bank, and identify the collateral being pledged as security for the loan.

• Representation:

  We personally help substantiate your financial needs/position to your banker or loan officer.