Expert Consulting Solutions for Business Growth
From Application to Approval -
We Make You Bank-Ready
About
Summit Loan Advisory
At Summit Loan Advisory LLC, we understand how challenging it can be for small business owners to secure financing. Lenders expect detailed financials, strong credit, and well-prepared applications - but most entrepreneurs don’t have the time or expertise to navigate the process alone.
That’s where we come in. With experience in commercial banking, credit analysis, and portfolio management, we provide the guidance and tools business owners need to become truly bank-ready. From organizing financial documents and creating lender-ready packages to building stronger credit profiles, our goal is simple: to help you secure the funding your business deserves and position you for long-term success.
At Summit Loan Advisory LLC, your growth is our priority - and we’re here to help you reach the summit.
Client Testimonials
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⭐️ “Professional, transparent, and genuinely invested in my success.”
“I had worked with big banks before, but Summit Loan Advisory brought a level of care and clarity I hadn’t experienced. The guidance I received helped me expand faster than I imagined.”
— Joseph, Contractor -
⭐️ “They helped me turn a ‘no’ into a growth opportunity.”
“After being denied financing elsewhere, Summit Loan Advisory restructured my proposal and found a lender who believed in my vision. I’m now opening my second location.”
— Danny Salamat, Business Owner
Our Services
At Summit Loan Advisory LLC, we believe every small business deserves a fair shot at financing. That’s why we offer tailored
services designed to make your business bank-ready, confident, and positioned for growth.
Loan Readiness Review
Review of financials & documents
Personalized readiness checklist
60 minutes consultation call
Action plan to boost approval odds
Starting at $999*
Loan Application Kit
Organized, lender-ready loan package
12-month cash flow projections
Clean financial presentation
Professional credit memo
Required documents checklist
Starting at $1,999*
Fractional Credit/CFO Services
Ongoing monitoring of financials
Loan covenant support
Growth & financing strategy sessions
$2,500 - $5,000/month
Application Submission Support
(Add-On)
Hands-on guidance through submission
Coaching for lender-calls
Follow-up strategy support
Starting at $799*
Credit Building Support
Business credit assessment
Tailored credit-building strategy
Guidance on vendor accounts & reporting
Ongoing coaching options available
Starting at $899*
Contact Us
At Summit Loan Advisory, we’re here to help your business secure the funding it deserves. Whether you’re ready to start a service package or just exploring your options, we’d love to hear from you.