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.
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.
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.
Our financial reporting services are aimed at businesses that can benefit from regular financials but are too small to hire a full-time controller.
We can help quantify the results of management's ambitions and simplify the decision making processes employed by your business.
For more information about the services our firm offers please call 480-998-3945, Monday through Friday from 9:00 a.m. to 5:00 p.m. MST. You can also contact us using our online form.