We believe in you. We believe in creativity, ingenuity, and perseverance. You want to be your own boss or tackle a new venture, but business loans are hard to come by without the proper preparation and organization that assist a lender in putting their trust in you.

Money doesn’t grow on trees, but we know where to look

We keep it simple: we think like lenders do. We form and customize your proposal based on what a lender wants to see to know that trusting you is a good decision. Our emphasis on preparation and organization present a clear view of the road ahead. Most importantly, from a lender’s perspective, how you’ll pay them back.

Our winning loan proposals come complete with

Executive Summary

Concisely stating 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 Cash Budgets and Financial Statements

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

Owners Personal Financial Statements

Copying the last 3 years of personal tax returns for the bank as well as identifying the collateral being pledged as security for the loan.


Helping substantiate your financial needs/position to your banker in person.

Learn More About Bank Financing

If you’d like to learn more about how you can obtain the money you need to begin/grow your business please complete this form: