Funding Readiness Services
Prepare your business for loan applications, investor pitches, and funding opportunities with our specialized financial services.
Position Your Business for Funding Success
Whether you're seeking a bank loan, SBA financing, or investor capital, the quality and presentation of your financial information can make or break your funding application. Our funding readiness services ensure your business presents its financial story in the most compelling way possible.
We help you prepare professional, accurate financial statements that meet lender and investor requirements, while also implementing strategies to improve key financial ratios and metrics that funders evaluate.
Comprehensive Funding Preparation
We offer a complete suite of services to prepare your business for funding opportunities.
Loan-Ready Financial Statements
We prepare professional balance sheets, income statements, and cash flow statements that meet lender requirements and present your business in the best light.
- GAAP-compliant financial statements
- Historical financial analysis
- Financial statement footnotes and disclosures
Financial Ratio Improvement
We analyze and help improve key financial ratios that lenders and investors evaluate when making funding decisions.
- Debt-to-equity ratio optimization
- Current ratio and quick ratio improvement
- Profit margin and cash flow analysis
Funding Application Support
We help you prepare the financial components of loan applications and investor pitch decks, ensuring accuracy and completeness.
- SBA loan documentation preparation
- Financial projections and forecasts
- Business plan financial sections
Business Structure Optimization
We help you establish the optimal business structure that appeals to lenders and investors while also providing tax advantages.
- Entity selection guidance
- Corporate governance documentation
- Ownership structure optimization
Financial Forecasting
We develop realistic financial projections that demonstrate your business's growth potential and ability to repay loans or provide investor returns.
- 3-5 year financial projections
- Cash flow forecasting
- Scenario analysis and sensitivity testing
Due Diligence Preparation
We help you prepare for the financial due diligence process that lenders and investors conduct before providing funding.
- Financial documentation organization
- Tax compliance verification
- Financial systems and controls review
How We Prepare You for Funding
Our systematic approach ensures your business is fully prepared for funding opportunities.
Financial Assessment
We evaluate your current financial position and identify areas for improvement.
Strategy Development
We create a customized plan to strengthen your financial position for funding.
Implementation
We execute the plan, preparing all necessary financial documentation.
Application Support
We provide ongoing support throughout the funding application process.