Bank Financing

Need money to expand your business and watch it grow?

Requesting bank financing 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.

Prepare for Bank Financing

Put your best foot forward by allowing us to prepare a winning loan proposal for you. Our proposals have a high likelihood of success 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 bank financing proposals come complete with the following…

  • Executive Summary: We concisely and convincingly 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 buy into.
  • Income Tax Packet: We make copies of the last three years of personal and business tax returns for the bank’s review, as well as identify the collateral being pledged as security for the loan.
  • Representation: We help substantiate your financial needs and position to your banker in person, providing professional representation and answering any questions the lender may have.