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.

Put your best foot forward by allowing us to refer you to a professional to prepare a winning loan proposal for you. Their proposals have a high likelihood of success, because they're created from the lender's perspective.

You get the money you need, because they know exactly what banks want to see. Even more importantly, they know how to prove to them that you'll be able to pay them back.

Winning loan proposals come complete with...

  • Executive Summary: Where they 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: They use your data and underlying assumptions to prepare information that your banker can easily read and buy in to.

  • Owners Personal Financial Statements: They 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: They help substantiate your financial needs/position to your banker in person.

To learn more about how you can obtain the money you need to grow your business, contact us to set up a meeting with David Backman.

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