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Bank Financing

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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 assist you in preparing your loan proposal.

The loan proposal should include...

  • Executive Summary: Where you 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.

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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Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.

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