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 help you prepare a winning loan proposal. 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 include copies of the last 3 years of personal tax returns for the bank as well as help to identify the collateral being pledged as security for the loan.
- Representation: We go with you to the meeting with your banker and help substantiate your financial needs/position in person. If you do not have a relationship with a bank, we can refer you to a one that will be a good match for your situation. Having a CPA involved always adds credibility to your loan request.
