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.