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Bank Financing

Bank Financing Services

Get The Captial You Need 
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 help you 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.

The Process

Execution 
Whether you need to purchase equipment or inventory, increase cash flow, or refinance existing debt, GWI offers services to secure the financing needs of your small business. 
 



Contact us to start preparing your winning loan proposal.

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© Greg W. Isley, CPA, PA 2019, 9205 Baileywick Road, Suite 101, Raleigh, NC 27615
T: (919) 676-1998 F: (919) 676-1749 E: info@gisleycpa.com

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