Need money to grow your business?

Requesting a business loan without adequate preparation sends a negative message to the lender.  Therefore, it pays to be prepared and organized in your approach for financing.

Put your best foot forward by allowing us to prepare a comprehensive loan proposal for you. Our proposals have a better likelihood of success because they're created from the lender's perspective.

Our comprehensive 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 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.

  • 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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