Bank or Investor Financing

To secure bank or investor financing, we help you with the documents that are required usually by potential financiers:

  • Executive Summary:We 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 understand.

  • Owners Personal Financial Statements: We supply the last 3 years of personal tax returns for the bank as well as to identify the collateral being pledged as security for the loan.

  • Representation: We help substantiate your financial needs / position to your banker in person or in a letter or business plan.

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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