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Funding Your Growth

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Need money to grow your business?

Requesting a business loan requires adequate preparation to put your best foot forward to the lender. It pays to be organized and understand what you need in your approach for financing.

We can help you prepare and interpret your financials and put a complete package together to help secure the capital required to finance your growth. Our proposal packages are developed from the lender's perspective and with many years of experience in this area, we know exactly what banks and other capital partners want to see and how they want to see it.

Our proven loan proposal services include...

  • 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: We 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: 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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