Bank Financing

Need money to grow your business? Requesting bank financing without adequate preparation sends a clear message to the lender: High Risk! Therefore, it pays to be prepared and organized in your approach for financing.

Put your best foot forward by allowing us to prepare a winning loan proposal for you. Our proposals have a high likelihood of success because they’re created from the lender’s perspective.

We know exactly what banks want to see, to win approval for the money you need to grow. We know exactly how to prove to them that you will be able to pay them back.

Our winning loan proposals come complete with …

An Executive Summary

We will 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 Budgets & Financial Statements

We will use your data and underlying assumptions to prepare information that your banker can easily read and buy in to.

Owner's Personal Financial Statements

We make copies of the last three years of personal tax returns for the bank, as well as identify the collateral being pledged as security for the loan.


We help substantiate your financial needs/position to your banker in person.

Need more information?

If you would like to learn more about how the CPA Advisory Group can help you obtain the money you need to grow your business, just click on the Arrange a Consultation button below.