Take Your Business to
the Next Level
Understanding your vision to help your lender understand you.
Our Mission
Our mission is to aide entrepreneurs & business owners in reaching their goals by working collaboratively to maximize their financing strategy.
Our Vision
Our vision is to aide all businesses and business owners regardless of size or experience in becoming a knowledge-driven organization in order to succeed.
Our Values
Teamwork
Making a Difference
Commitment
Integrity
Services
Loan Packaging
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Business Plans
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Loan Request Packages
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Negotiating Terms with Lenders
When approaching a lender for financing, a complete financial package is essential for success. Developing a thorough business plan will provide confidence in your request. Using my experience and knowledge of financing I will help you present all the necessary information for a loan request, making it smoother and less complicated.
Business Operations Analysis
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Budget and Projections
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Succession Plans
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Legal Structure
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Investment Real Estate Analysis
Do you know where you want your business to go? Projections and budgeting are not glamorous but they provide a roadmap to reach your long term goals and more. I can assist you with integrating information from your accountant, attorney and other professionals to help you with your strategic planning.
Annual Reports
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Real Estate Cash Flow Reports
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Annual Reports for Lender
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Global Cash Flow Analysis
Most banks have language within your loan documents that require annual financial reporting. I can help put together the information in such a way, that it will make it easier for your lender to analyze your business. These types of reports give you the ability to understand the decisions that were made and their impact to the business. The more you understand your business, the greater the chance of success.
About Me
For over thirty years, I have worked with businesses from one-man operations to companies with offices around the world. The consistent theme for all of them is that these entrepreneurs know how to make a product or deliver a service but talking with a banker and providing the correct information can be frustrating.
This experience has taught me that I need to listen to you and learn about your business before I can help. So many times, the information needed is there but not presented quite right. I will work with you to make sure that the information is correct making your financing experience more productive.
