Bank Financing

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 assist with your loan proposal. A good proposal has a high likelihood of success.

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.

Your  loan proposals should include...

  • Executive Summary: 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 can help you use your existing data and develop underlying assumptions to prepare information that your banker will be looking for.

  • 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.   Personal financial statements are just that: they are your representations of the assets you own and the liabilities you owe and the current value of each.   We can assist with forms and suggestions.

  • Representation: We help substantiate your financial needs/position to your banker in person.

If you'd like to learn more about how you can obtain the money you need to grow your business please complete this form.

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