Bank Financing

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 help you prepare a winning loan proposal for you.

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.

A winning loan proposal would typically include: 

  • Executive Summary: 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 can use your data and underlying assumptions to prepare information that your banker can easily read and buy in to.

  • Owners Personal Financial Statements: Copies of the last 3 years of personal tax returns as well as identification of the collateral being pledged as security for the loan.

  • Representation: We can help substantiate your financial needs/position to your banker in person.

If you'd like to learn more about how we can assist you to obtain the money you need to grow your business please complete this form.

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