Lender-ready financial strategy.
Securing financing requires more than submitting financial statements. We analyze, structure, and present your financial position in a way lenders understand and trust.
Book a Free CallOur Services
Choose the service that fits your stage.
Service 1
Startup Financing Preparation
For new or early-stage businesses seeking institutional funding.
- Business plan development
- Cash flow projections and forecasts
- Debt capacity and covenant analysis
- Preparation and organization of required lender documentation
- Direct coordination with commercial banking teams
- Ongoing support during the review process
Professional advisory fees start at $6,000 depending on scope and complexity. All credit decisions and loan terms remain solely at the discretion of the lending institution.
Our Approach
How a financing advisory engagement works.
01
Initial consultation to understand your financing goals and current financial position
02
Financial analysis including borrowing capacity, ratios, and lender requirements
03
Preparation of business plan, projections, and all required lender documentation
04
Introduction to the financial institution best suited to your needs
05
Ongoing coordination and support through the review and approval process
Is this right for you?
This service is built for businesses that
- Are seeking financing and want to present the strongest possible application
- Need a business plan, projections, or compiled financial statements prepared for a lender
- Have been turned down and want to understand what needs to change before reapplying
- Want an independent assessment of borrowing capacity before approaching a bank
- Are a startup or new business that needs everything built from scratch
- Are an established business looking to expand, refinance, or take on growth capital
Any questions?
Do you guarantee loan approval?
No. All credit decisions and loan terms are made solely by the lending institution. What we do is ensure your application is as strong as it can be before it reaches them.
Are you a loan broker?
No. We are a CPA firm that provides independent financing advisory services. We prepare your financial documentation, analyze your position, and where appropriate, introduce you to the financial institution we believe is most suited to your needs. We do not receive lender commissions.
How is this service priced?
Startup financing preparation starts at $6,000. Established business financing support starts at $8,000. Final pricing depends on scope and complexity, and is confirmed before any work begins.
Which service is right for my business?
If you're a new or early-stage business that needs a business plan, projections, and lender documentation built from scratch, Service 1 is the right fit. If you're an operating business with existing financials that need to be reviewed, organized, and presented to a lender, Service 2 applies. If you're unsure, we'll help you determine that during the initial consultation.
Can you help if I've already been declined?
Yes. We review your current financial position, identify what likely contributed to the decline, and work with you to address those gaps before reapplying.
Will you introduce me to a bank?
We maintain professional relationships with all major financial institutions. Based on your business, your financing needs, and the type of lending you require, we introduce you to the institution we believe is the best fit.
How long does the process take?
The preparation phase typically takes one to two weeks. Once submitted, lenders generally require four to six weeks for their review. From start to finish, expect five to eight weeks.
Talk to us
Preparation is the difference between approval and decline.
Book a free call to discuss your financing needs and how we can position your business.
