Greensboro, NC CPA / Daniel G. Powers, C.P.A.
Client Portal:  

Need money to grow your business?

Requesting a business loan without adequate preparation could send a negative message to the lender. Therefore, it pays to be prepared and organized in your approach for financing.  I can help you put together loan request packages that will increase likelihood of success in obtaining your needed financing

 

"Winning" loan proposals...

  • Executive Summary: 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: Use your data and underlying assumptions to prepare information that your banker can easily read and buy in to.

  • Owners Personal Financial Statements: Provide copies of personal tax returns and other information requested by the bank as well as identify the collateral being pledged as security for the loan.

  • Representation: 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 please complete this form.

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