Need money to grow your business?
Requesting a business loan without adequate preparation sends a clear message to the lender that you are a 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 winning loan proposal for you. Our proposals have a high likelihood of success because they're created from the lender's perspective.
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 can produce up-to-date personal financials that show the owners assets, liabilities, and overall net worth. This is a required document for most loan requests.
- Loan Backup Documents:
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.
If you'd like to learn more about how you can obtain the money you need to grow your business please contact us to schedule a consultation.