Assistance in Obtaining Financing

Our client's ability to move forward, to grow and to reach their business and personal goals often requires financing. As your financial advisor we can assist you in three ways.

First, as business advisors for many years, we have developed a network of preferred referral sources in many banks and lending institutions. We are happy to introduce our clients to other professionals with whom we do business. A personal contact can make the entire process easier. We often work as a liaison between our clients and various lenders.

Second, we can assist our clients in evaluating their need for capital and in identifying appropriate sources for the financing. Our expertise also includes preparing applications for funding under government programs such as SBA and FEMA. We will help to evaluate the options and costs involved as well as to assist in preparing the necessary documents. We believe, the better the proposal presented to the lender, the better the opportunity of its approval.

Finally, we will assist you in analyzing your cash flow and in budgeting for timely and "user friendly" repayment plans.