Need funds to expand your business?

Applying for a business loan without proper preparation can signal high risk to lenders. Being prepared and organized is crucial to enhancing your chances of success.

Let us craft a compelling loan proposal for you. Our proposals are highly effective because they are tailored from the lender's perspective.

We ensure you get the financing you need by demonstrating to banks precisely what they want to see and convincing them of your ability to repay.

Our comprehensive loan proposals include:

Executive Summary: We clearly outline the purpose of the loan, the specific amount needed, what the funds will be used for, and why they are essential.

Pro-forma Cash Budgets and Financial Statements: We utilize your data and assumptions to create straightforward financial documents for bankers to understand and support.

Owner's Personal Financial Statements: We send the bank copies of your last three years of personal tax returns and detail the collateral offered as security for the loan.

Representation: We actively represent your financial needs and position to your banker in person.