Explore Bank Financing Package

Allow us to put your best foot forward by preparing a winning loan proposal for you as our proposals are tailored according to the lender's perspective and have a higher chance of being approved.

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Executive Summary

We clearly explain the loan's objective, the exact amount of money requested, and a description of the purpose of the loan and why it is necessary.

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Pro-forma Cash Budgets and Financial Statements

We use a material that your banker can simply understand and can believe based on your facts and underlying assumptions.

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Owners Personal Financial Statements

We provide the bank with copies of the previous three years' tax returns, as well as information on the collateral offered as security for the loan

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Representation

We assist you in personally substantiating your financial demands and position to your banker.

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Information presented on this website is not intended as tax or legal advice. You are encouraged to seek tax or legal advice from a qualified professional.