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 to financing.

Put your best foot forward by allowing us to prepare a winning loan proposal for you. Our recommendations are highly likely to succeed because they’re created from the lender’s perspective. You get the money you need because we know exactly what banks want to see. Even more importantly, we know how to prove to them that you’ll be able to pay them back. Our winning loan proposals come complete with…

• Executive Summary: We concisely state the purpose of the loan, the amount of money required, and 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 your banker can easily read and buy-in.
• Owners Personal Financial Statements: We make copies of the bank’s last three years of personal tax returns and identify the collateral being pledged as security for the loan.
• Representation: We help substantiate your financial needs/position to your banker in person.