Podraza CPA, CPA's, Accountants, Tax Accountant, and Tax Preparation Phoenix & Scottsdale, Arizona

Loan Packaging

Securing a lending relationship is an important milestone for new businesses. A loan package is a formal presentation of your financial position and lending needs that helps market your business to potential lenders. It shows the banks that you mean business and puts them in a position to expedite your loan.

 

First Impressions Count
In small business lending, a banker won’t bother verifying the sufficiency of collateral if they don’t have confidence in management. We can provide expert guidance on how you can make a lasting impression on a potential lender.

 

Anticipate Questions
We can help identity lenders concerns before you are sitting at the bank. We will work with you to develop a strategy to address underwriters’ concerns before they are asked.

 

Professional Representation
We can help find lenders interested in exploring a banking relationship with you, assist in presenting your company to the bank and answer complex technical questions related to your loan package.

 

We can help with:

• Gathering documents
• Costing and projecting
• Financial forecasts
• Bank presentations

Call us today to find out how our loan packaging services can help you.

Related Services

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  Financial Reporting

  Our financial reporting services are aimed at businesses that can benefit from regular financials but are too small to hire a full-time controller.

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  Financial Modeling and Forecasting

  We can help quantify the results of management's ambitions and simplify the decision making processes employed by your business.