Requesting a business loan 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.
You get the money you need because we know exactly what banks want to see. Even more importantly, we know how
to prove to them that you'll be able to pay them back.
Our winning loan proposals come complete with...
Executive Summary: Where we 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 Cash Budgets and Financial Statements: We use your data and underlying assumptions to prepare information that your banker can easily read and buy in to.
Owners Personal Financial Statements: We make copies of the last 3 years of
personal tax returns for the bank as well as identify the collateral being pledged as security for the
loan.
Representation: We help substantiate your financial needs/position to your banker in
person.
Robert L. Dubee, CPA, P.C.
40 Salem Street - Bldg #2 - Suite #3
Lynnfield, MA, 01940 Phone: (781) 246-2728 info@rldcpa.com
