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 complete loan request for you. Our requests have a
better likelihood of success because they're created from the lender's perspective.
You get the money you need because we know what banks require. We can coach you to sharpen your presentation and anticipate questions you may be asked. We can also help you with the answers.
Our loan rquests come complete with...
-
Executive Summary: Where we 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: We use your data and underlying assumptions to prepare information that your banker can easily read and understand.
-
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.
