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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 prepare a winning loan proposal for you. Our proposals often provide a higher likelihood of success because they're created from the lender's perspective.

You should feel comfortable requesting the money you need because we generally know what banks want to see. Even more importantly, we will help you show them how you believe you'll be able to pay them back.

Our winning loan proposals typically include...

  • Executive Summary: 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 hopefully 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.

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

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