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Need money to grow your business?  It pays to be prepared and organized in your approach for financing.

Put your best foot forward by allowing us to help you prepare for your meeting with a lender.  We can discuss and help organize your loan request to increase your likelihood of success.

With an organized loan proposal, you're more likely to get the money you need because we know what banks want to see.  We can also help you outline how you will repay the lender.

Our winning loan proposals 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 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 you can obtain the money you need to grow your business please complete this form.

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