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.

My loan proposals come complete with...

• Executive Summary: Where I 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: I use your data and underlying assumptions to prepare information that your banker can readily understand and interpret.

• Owners Personal Financial Statements: I 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: I assist in explaining your financial needs/position to your banker in person.