The first step we take is to make sure we understand your business and what you are trying to achieve. Next, we take a look at financial performance and projections and identify potential sources for financing. The final step is to work with you to prepare a successful business loan proposal.
What we do for you:
- Executive summary
- Pro forma cash budgets
- Business financial statements
- Owner’s personal financial statements
- Lender introductions
Are You Ready to Get the Financing You Deserve?
Obtaining bank financing for your small business is a major decision, but if you’re ready to take the next step, we are here to help you achieve your goal.
Call today or fill out the contact form below to speak with an experienced CPA you can trust. You’ll be glad you did!