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 the firm knows exactly what banks want to see. Even more importantly, Rowena Hosch CPA knows how
to prove to them that you'll be able to pay them back.
Our winning loan proposals come complete with...
Executive Summary: Where the firm concisely states 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: Rowena Hosch CPA uses your data and underlying assumptions to prepare information that your banker can easily read and buy in to.
Owners Personal Financial Statements: The firm 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: The firm helps substantiate your financial needs/position to your banker in
person.
