Our Discovery Analysis service acts as a pivotal Business Health Check-Up, designed to understand your unique story, business objectives, and financial landscape. This process is the first step in assessing your “Bankability” – your ability to secure financing. By meticulously analyzing your financials, we identify and address any obstacles that may limit your financing chances, providing a clear pathway to loan approval.
Our team conducts an in-depth review of your business model, industry position, and financial health. This thorough analysis not only assesses current funding structures but also explores untapped avenues for capital, ensuring a holistic understanding of your business’s potential.
In our Discovery Analysis, we leave nothing to chance, identifying often-overlooked but crucial factors for SBA loan approval. Whether these issues are apparent or hidden, our thorough examination ensures we uncover and address every detail that could impact your loan application. We’re committed to digging deep to find and solve these critical elements, ensuring your path to approval is clear and straightforward.
Leveraging our findings, we craft a personalized strategy that aligns with your objectives and financial requirements. Our goal is to present you with a roadmap that not only enhances your loan approval chances but also supports your long-term business growth.
Approvable Loan Amount & Structure: Determine the maximum loan amount and the best structure for your needs.
Financial Analysis Report: A comprehensive overview of your financial health.
Discoveries on Financials: Uncover critical insights within your financial statements.
Solutions & Suggestions: Actionable recommendations to improve your financial standing.
Financing Game Plan: A strategic approach tailored to secure financing.
Resources and Referrals: Access to our curated network of financial resources and professionals.
Advisory: Expert guidance throughout the process.
Assess Loan Eligibility: Find out if and how much loan you can secure for your business.
Strategic Fixes: Identify necessary changes to enhance loan approval chances.
Save Time and Preserve Credit: Avoid futile bank visits and protect your credit score from multiple inquiries.
Confidential Consultation: Benefit from private discussions and personalized advice.
Collaboration with Your CPA/Accountant: Ensuring alignment and comprehensive support.
Transform Your Financials: From identifying approvable loan amounts to advising on strategic financial management, we provide a holistic approach to becoming bankable.
Expert Analysis: Our specialists bring a wealth of knowledge across various industries, providing insights that go beyond surface-level evaluations.
Personalized Strategy: We believe in a customized approach, ensuring that the solutions we propose are perfectly matched to your business needs.
Enhanced Funding Opportunities: With our discovery analysis, we aim to broaden your funding options, increasing your chances of securing the right type of financing.
Our Discovery Analysis is more than just a service; it’s a partnership aimed at ensuring your business is perfectly poised for loan approval and financial success. Let us guide you through the complexities of financing, transforming challenges into opportunities for growth.
Schedule A Meeting
848-667-9289