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 you prepare a winning loan proposal for you. We help you design a proposal that will have a high likelihood of success because it's created from the lender's perspective.

Your proposal should include the following elements...

  • Executive Summary: State concisely 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 help you use your data and underlying assumptions to prepare information that your banker can easily read and buy in to.

  • Owners Personal Financial Statements: Your proposal shoul include copies of the last three years of personal tax returns for the bank as well as identify the collateral being pledged as security for the loan.

  • Representation: We help you prepare to substantiate your financial needs/position to your banker in person.  We may also be able to provide references to bankers that we know.

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

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