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Proposal for Bank Financing

You may need to prepare a business proposal in order to obtain financing from banks. We can create a proposal package for your business that will effectively communicate your needs and financial situation to the banking industry in a professional manner.

The Proposal Package can include any of the following services as required:

  • Executive Summary:We will define the purpose of the loan, the exact amount of financing required and an explanation of what the loan will be used for and why it is needed.
  • Pro-forma Cash Budgets and Financial Statements: These reports will be compiled using your records and assumptions and will communicate the most important financial information that is required by the bank to process your loan.
  • Owner’s Personal Financial Statements: If the bank requires you to submit personal financial statements, we can certainly prepare them for you.
  • Representation:If needed, we can represent you in front of the bank to discuss your financial position and needs.

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We provide tax support services for the professionals, individuals,
families and businesses.

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