Need money to grow your business? It pays to be prepared and organized in your approach for financing. Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk!
Our proposals have a high likelihood of success because they are created from the lender's perspective. Put your best foot forward by allowing us to prepare a winning loan proposal for you. You get the money you need because we know exactly what banks want to see.
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 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.