Bank Financing

Need money to grow your business?

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 the documents that the bank is requesting.

Documents that maybe requested by the bank:

• Pro-forma 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.

If you'd like to learn more about how you can obtain the money you need to grow your business or other Michigan Consulting & Advisory services that we offer, please complete this form.

This web site and the information herein is intended to provide general information on a particular subject or subjects. This web site is not intended to constitute legal, accounting, tax, investment, consulting, or other professional advice or services. Before making any decision or taking action that might affect your personal finances or business, you should consult a qualified professional advisor.