Loan Consulting
Creating clear and compelling loan applications to help your business prosper.
Qualifying for loans from your bank or the SBA involves careful planning and a well-articulated presentation of your business’s financial health. We can work together in a variety of ways to help gather the documentation you’ll need to present a strong, qualified application.
A few ways we can help include:
Financial Statement Preparation
Preparing and reviewing income statements, balance sheets, and cash flow statements.
Budgeting & Money Management
Demonstrating a realistic understanding of your business’s budget and cash flow encourages lenders that you have a clear path for repaying your loan.
Financial Analysis
Looking at your financial data, we can help determine your business’s current financial health and identify areas for improvement.
Loan Program Understanding
We can help you understand the details about various loan programs and decide which one is the best fit for your needs.
Business Plan Development
A well-structured plan is essential for a strong loan application and should include detailed information about your business and how loan proceeds will be used.
Loan Compliance Support
We can help you understand the terms of your loan agreement and ensure your business complies with the requirements specified in your loan once it’s approved.
Let’s dig in.
The first step is just a simple conversation. Give us a call or request a free 15 minute consultation to get started and determine the best next steps.
(504) 304-2223
