Do you need money to grow your business?
Applying for a commercial loan without proper preparation sends a clear message to the lender: high risk! Therefore, it pays to be prepared and organized in your funding approach.
Give your best by allowing us to prepare a winning loan proposal for you.Our proposals have a high probability of success because they are created from the lender’s perspective.
You get the money you need because we know exactly what the banks want to see..
Our winning loan proposals come complete:
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 is necessary.
Cash budgets and pro forma financial statements.
We use your data and underlying assumptions to prepare information that your banker can easily read and buy.
Personal financial statements of the owners.
We make copies of the last 3 years of personal tax returns for the bank, as well as identify the collateral pledged as security for the loan.
Representation
We help substantiate your financial needs/position to your banker in person.
