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.