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.  Also, choosing the wrong bank to approach for a loan can be frustrating and a waste of your time.

Put your best foot forward by allowing us to help you locate a bank that best suits your company.  Once we target several lending candidates,  let us help you prepare a winning loan proposal.  Our assistance on the proposal can increase your likelihood of success because they're created from the lender's perspective.

A winning loan proposal needs to 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: Where you use your data and underlying assumptions to prepare information that your banker can easily read and understand.

  • Owners Personal Financial Statements: Make copies of the last 3 years of personal tax returns and company 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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