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Pinnacle Accountancy Group, LLC BBB Business Review

Bank Financing

Requesting a business loan without adequate preparation is a blueprint for rejection. 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 package for you. We will work directly with bank representatives and address their concerns and questions.

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.

We can assist you with:

  • 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. We also prepare personal statements of Net Worth.
     
  • Representation: We help substantiate your financial needs/position to your banker in person.