Financial Business Planning (FBP), Loan Document Preparation & Assistance with Search for Funding Sources
Our Financial Business Planning (FBP) service encompasses information-gathering meetings with the client and OUR development of the formal, bound planning document for your business to present to potential lender(s) and/or investors. We do not merely provide you with guidelines and send you on your way. WE develop the plan with your input.
In situations where a complete business plan is not required by the lender or investor, we can assist you by preparing a Loan Document, which is actually a subset of an FBP. The Loan Document contains all the detailed financial information for your business funding proposal.
We also have established an extensive network of lenders and angel investors to assist clients with their search for capital, if needed.
