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 help in loan proposal process. Our experience has a high likelihood of success in obtaining what you need.

You get the money you need because we know what banks want to see. Even more importantly, we want them to know that you'll be able to pay them back.

Loan proposals should come with...

  • Executive Summary: Where 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:  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 you can obtain the money you need to grow your business please complete this form.

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