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 you in preparing a winning loan proposal. Your proposal has a high likelihood of success if they're created from the lender's perspective.

Our experience has taught us that, especially when you are a small business, banks loan money to people, not to businesses. We will work with you to help you prepare to sell the loan proposal to the bank. The more comfortable the bank is with you, the more comfortable they become with the loan.

Our winning loan proposals come complete with...

• Executive Summary: Wherein you 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: 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 present your financial needs/position to your banker in person.