Bank 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 how you can obtain the money you need to grow your business please contact us.

Testimonials

"BBCPAS' experience and knowledge in regards to US and foreign accounting and tax matters is extraordinary for a firm of any size, but especially remarkable for a firm that is in the small to midsized range. Their dedicated staff works closely with our team of professionals, and takes leading and critical roles in coordinating our financial reporting and compliance." Chairman & CFO IBE Trade Corp.

Corporate tax planning and compliance is a highly technical and ever-changing field, where mistakes can be very costly. We have found Boris Benic and Associates to be very current on the tax codes that must be considered when making business decisions. Their responsiveness, customer focus and understanding of the business context surrounding those decisions is exceptionally good. We are very pleased with the level of service received, and would recommend them highly. CFO Harry Abrams, Inc