Services›Business Services›Business Financing Advisory

Lender-ready financial strategy.

Securing financing requires more than submitting financial statements. We analyze, structure, and present your financial position in a way lenders understand and trust.

We provide independent financing advisory services.

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Our Services

Choose the service that fits your stage

Service 1

Startup Financing Preparation

For new or early-stage businesses seeking institutional funding.

Business plan development
Cash flow projections and forecasts
Debt capacity and covenant analysis
Preparation and organization of required lender documentation
Direct coordination with commercial banking teams
Ongoing support during the review process

Professional advisory fees start at $6,000 depending on scope and complexity. All credit decisions and loan terms remain solely at the discretion of the lending institution.

Service 2

Established Business Financing Support

For operating businesses seeking growth, refinancing, or expansion capital.

Review of existing financial statements and financial position
Review of existing debt and lending arrangements
Preparation of compiled financial statements
Business plan development
Cash flow projections and forecasts
Debt capacity and covenant analysis
Preparation and organization of required lender documentation
Direct coordination with commercial banking teams
Ongoing support during the review process

Professional advisory fees start at $8,000 depending on scope and complexity. All credit decisions and loan terms remain solely at the discretion of the lending institution.

Our Approach

How a financing advisory engagement works

Initial consultation to understand your financing goals and current financial position

Financial analysis including borrowing capacity, ratios, and lender requirements

Preparation of business plan, projections, and all required lender documentation

Introduction to the financial institution best suited to your needs

Ongoing coordination and support through the review and approval process

Independence & Transparency

How we operate

Our fees are structured as professional advisory engagements, independent of any lending institution. We do not hold broker licenses, receive referral commissions, or act on behalf of any lender. Our only obligation is to our clients.

Is This Right For You

This service is built for businesses that

Are seeking financing and want to present the strongest possible application
Need a business plan, projections, or compiled financial statements prepared for a lender
Have been turned down and want to understand what needs to change before reapplying
Want an independent assessment of borrowing capacity before approaching a bank
Are a startup or new business that needs everything built from scratch
Are an established business looking to expand, refinance, or take on growth capital

FAQs

Common questions

No. All credit decisions and loan terms are made solely by the lending institution. What we do is ensure your application is as strong as it can be before it reaches them.

No. We are a CPA firm that provides independent financing advisory services. We prepare your financial documentation, analyze your position, and where appropriate, introduce you to the financial institution we believe is most suited to your needs. We do not receive lender commissions.

Startup financing preparation starts at $6,000. Established business financing support starts at $8,000. Final pricing depends on scope and complexity, and is confirmed before any work begins.

If you're a new or early-stage business that needs a business plan, projections, and lender documentation built from scratch, Service 1 is the right fit. If you're an operating business with existing financials that need to be reviewed, organized, and presented to a lender, Service 2 applies. If you're unsure, we'll help you determine that during the initial consultation.

Yes. We review your current financial position, identify what likely contributed to the decline, and work with you to address those gaps before reapplying.

We maintain professional relationships with all major financial institutions. Based on your business, your financing needs, and the type of lending you require, we introduce you to the institution we believe is the best fit.

The preparation phase typically takes one to two weeks. Once submitted, lenders generally require four to six weeks for their review. From start to finish, expect five to eight weeks.

Preparation is the difference between approval and decline.

Book a discovery call to discuss your financing needs and how we can position your business.

Book a Discovery Call