Book an appointment.

We’re here to help you feel confident and prepared when it’s time to apply for business funding. From building credit to finding the right type of loan, we’ll guide you every step of the way. It all starts with a free 30-minute consultation where we get to know your goals and map out the best path to help your business grow.

What to Expect During Your Call

A quick discussion of your business and financing goals

  1. An overview of your current financial position 

  2. Clear recommendations on next steps and which of our service may fit you best

  3. Time to ask any questions you have about the process 

Preparing for Your Consultation

1. Gather Basic Business Information

  • Your business name, industry, and years in operation

  • A brief description of your products or services 

  • Your main business goals for the next 12-24 months 

2.   Financial Snapshot (if available)

  • Most recent 2-3 years business tax returns

  • Profit & Loss statement ( last 12 months)

  • Balance Sheet ( last 12 months)

  • Last 3 months of bank statements

  • Most recent mortgage statement if looking to refinance existing commercial mortgage

  • Most current/updated accounts receivables and payables

  • Most current debt schedule 

3.   Loan Goals

Think about:

  • How much funding you’re seeking 

  • What you plan on to use it for (expansion, working capital, equipment, etc.)

  • Whether you’ve applied before (and what the outcome was)

4.   Preparing Your Questions

This is your time - so write down any questions you’d like us to answer, such as:

  • “What type of loan fits my business best?”

  • “What can I do to strengthen my application?”

  • “How long will it take to get bank-ready?”