Bank/Lender

• We are former Bankers ourselves
• We are former Credit folks, so we understand RISK and Mitigating Risk within Bank Policies and SBA SOP’s
• We are NAGGL Certified therefore, follow adhere to SBA protocol
• Have Errors & Omissions Insurance for our work
• Well respected in the Banking Community and SBA bodies – SBDC, SCORE, etc.
• Work strictly within an Advisory capacity so teaching and informing entrepreneurs comes as a normal practice. Therefore, we are not afraid of saying NO, and yet give alternative suggestions, wherever necessary.

What we can do for Banks:

• Projection-Analysis with Business Model
  • We can help your client make NAGGL Certified and trusted Projections with proper Assumptions to follow and understand.
  • With Projections, you also get a Business Model that is easy to understand where the numbers come from
• Loan Presentation
  • We bring you Pre-Underwritten Loan Projects that cannot get declined, wouldn’t you like that?
  • We bring in background, financials, projections, personal info, industry info, debt service analysis, strengths, and weaknesses with mitigants, all in one shot, making your life easier, to get approvals. Do not forget, we did that for many years, as former Bankers ourselves.
• Initial Credit Analysis
  • Have a client that has a concept but cannot figure it out and needs some preparation work to start? Refer them to us. Let a trusted and reputed company help your client “get ready”. Once, they are ready and well informed, we will send them back to you.
  • We determine if the project is Bankable by analyzing the borrower’s financials and finding solutions to any issues that may hinder or limit the chances of financing
• Underwriting
  • We serve as an “outsourced” department to underwrite loans for lenders with excessive loan volume

 LET’S WORK TOGETHER TO MAKE BUSINESSES BANKABLE!

LET’S START THE CONVERSATION – CALL US AT 848-667-9289 OR SCHEDULE A MEETING