Need money to grow your business?

It pays to be prepared and organized in your approach for financing.  
 
Our proposals are created from the lender's perspective, by knowing what information your bank wants to see.  Most importantly, your bank or lender wants to be able to determine that you can pay them back.   Allow us to prepare a winning loan proposal for you.

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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