Small Business Loan Proposals
Bank Financing
Need money to grow your business? It pays to be prepared and organized in your approach for financing. Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk!
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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.Loan Proposals Prepared by a CPA
Increase your approval chances over using a generic templateBoost your chances of securing the funds you need with our expert bank financing proposal services. Tailored from a lender's viewpoint, our strategies ensure a high success rate in winning loan approvals. Entrust your financial aspirations to us and step confidently towards your goals with a loan proposal that speaks the language of banks. Our insider knowledge of banking criteria means we craft proposals that hit the mark, ensuring you unlock the financial support you need for your endeavors.
Take a look at these big numbers that make us look cool
4500
Clients
Returning clients = financially successful families living with peace of mind.
80
Years
Our Certified Public Accountants share over 80 successful years of serving clients
Professional, efficient, and friendly. Big or small issues, they handle them all. I have been going here for years and will never go anywhere else. The Staff is phenomenal!
Outstanding service. Teddy is very knowledgeable, efficient, and personable. They go above and beyond, while offering super flexible scheduling. I highly recommended them.Robert Copp
IBI can not stress enough on how amazing Teddy and his staff is. Everyone is so nice and Teddy goes over and beyond everytime. I highly recommend them to all my friends and family.
We are a full service accounting firm with everything you need to reach your financial goals
We believe in building relationships to provide the most effective comprehensive tax savings through year-round planning and organization.
Bookkeeping
Ensuring that your financial statements and records are not only accurate but also timely and customized to your specific needs. Providing you valuable insights that drive actionable decisions and propel your business forward with confidence and precision.
Tax Preparation
Maximize Your Refund with Expert Tax Preparation Services! Trust our seasoned professionals to navigate complex tax laws and ensure you receive every deduction you're entitled to.
Accounting Services
Elevate your financial health with our CPA firm's accounting services. Specializing in tax optimization, strategic planning, and compliance, we offer personalized solutions for individuals and businesses aiming for growth. Trust our expertise to navigate complex financial landscapes and unlock potential savings.