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 work with you on your loan proposal. Our collaborative efforts more often than not will yield a high likelihood of success because the proposal will be created with the lender's perspective in mind.

Through collaborative efforts we give the banks exactly what they ask for so they can make a determination on your loan application accordingly. We also work with you to assess the viability of your plans to pay back the loan.

Drafting a loan proposal will require working with you to complete the following...

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

• Owners Personal Financial Statements: With the information that you give us, we will prepare your personal and business tax returns for the last 3 years or as requested by the banks. We also work with you to identify the collateral being pledged as security for the loan.

• Representation: In general lenders ask additional questions pertaining to the loan information submitted. We use your documents and records to help substantiate your financial position to your banker.