Our loan proposal assistance is a four-point package:
Summary – This is a verbal description of the request for financial assistance detailing the plan including the purpose of the loan, the amount needed, how it will be used and why it is important.
Pro forma reports – These are projected financial statements including budget summarizing the future financial position of the company based on the current statements. They describe the future of the business to the lender.
Owner’s personal financial reports – These are the last three income tax returns as well as an outline of collateral available as security.
Direct representation – We will meet with you and your lender directly to help you present your case.
Please call us today to arrange for a consultation to determine how we can help you obtain the financing you need.