Bank Financing

Put your best foot forward!

Wanting to grow your business?  You may need a loan to help that become a reality.  We help you prepare for that finance meeting with your lender.

We can help you put together a proposal packet that will give your business a higher chance of securing the money you need to grow.

Our winning loan proposals come complete with...

  • Executive Summary: We help you state what the purpose is of the funds you're asking for.  We also provide and explanation of what the loan will be used towards and why your business needs it.

  • Pro-forma Cash Budgets and Financial Statements: We will gather your profit & loss and balance statements together to show what the financial situation is of your business currently.

  • 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.