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.
I can assist you in preparing the financial package required by the lender. I can't guarantee that the lender will approve your loan, however, by allowing me to prepare a loan proposal for you will increase the likelihood of success.
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
- Representation: I assist in explaining your financial needs/position to your banker in