Whenever we take on a financing client, we do so with the expectation that we can find the financing they need. Our approach is to supply a complete presentation of relevant information leading the banker into a ‘yes’ answer.
We assist the business owner throughout the financing process starting with reviewing the financials, then recommending a loan structure based on the type of project that best fits the owner’s financial requirements. Additional services include reviewing projections, demographics, writing the business plan if needed, evaluating each lenders’ terms, and submitting a complete loan request. Most importantly, we are there to be the business owner’s advocate throughout the process from submission to loan approval and funding.
The loan process can be overwhelming, stressful, and time consuming. Our goal is to make the process as stress free as possible and to secure the best loan terms possible. We represent the business owner, not the lender, enabling us to communicate with numerous lenders before a loan request is submitted.