Home

Firm Profile

Firm Services

Industries Served

Partner Profiles

SLP Peer Review

Associations and Affiliations

SLP Ground Rules

Newsletter

Calculators

Internet Links

Contact Us

 

Bank FinancingBank Financing

Need money to grow your business?

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 we know exactly what banks want to see. Even more importantly, we know how to prove to them that you'll be able to pay them back.

Our winning 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 read and buy in to.

  • Owners 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.

  • Representation: We help substantiate your financial needs/position to your banker in person.

If you'd like to learn more about you can obtain the money you need to grow your business please complete this form.

Name:
Phone:
Email:
Best Time To Call:
Comments:


 Smith, Lange & Phillips LLP

 

San Francisco Office
33 New Montgomery Street,
 15th Floor
San Francisco, CA, 94105
Phone: 415.243.8833

Fax: 415.243.8840
Email: info@slpcpa.com

North Bay Office
999 5th Avenue, Suite 320

San Rafael, CA 94901
Phone: 415.458.5568

Fax: 415.257.3764
Email: infoSR@slpcpa.com


 


 

Search    Privacy Policy    Disclaimer