Our 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 review.
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.
If you'd like to learn more about how you can obtain the money you need to grow your business please complete this form.
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© The McInnis Company, CPAs, P.L. 2019