Bank Loan Proposal & Negotiation

Grow Or Start Your Business

Don’t get turned down for financing because you showed up without the right preparation. Being prepared and organized is crucial to get the financing your need.

With experience in the banking industry I will help put together a proposal that hits all the right points — because we keep the lender’s perspective in mind. Crucially, we know what to show the banks to prove that you will be able to pay them back.

Our Proposals

You can count on the quality of our loan proposals. They include:

• Executive Summary: Where we concisely 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 read and buy in to.

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

And don’t worry: we help negotiate with your banker in person.