Long Beach CA CPA Accountant Part-time CFO & Business Consulting Services
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Need money to grow your business?

Requesting a business loan without adequate preparation can reduce your chances of receiving the loan you need. Therefore, it pays to be prepared and organized in your approach for financing.

Let us assist you in preparing professional loan proposals complete with...

  • Executive Summary: Concisely stating the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for, why it's needed and how it will be repaid.

  • Pro-forma Cash Budgets and Financial Statements: Using your data and underlying assumptions we'll prepare information that your banker can easily read and understand, showing your past results and what you expect in the future.

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

  • Representation: We'll help substantiate your financial needs/position to your banker in person.

 

If you'd like to learn more about how you can obtain the money you need to grow your business please complete this form.

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