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Bank Financing

Focused on you. Dedicated to your success.

Requesting a business loan without adequate preparation sends a message to the lender that you could be a high risk! Therefore, it pays to be prepared and organized in your approach for financing.

McCarthy & Company's professionals will prepare a loan proposal for you that is created from the lender's perspective and focused on the information needed to make a decision. 

Our loan proposals include:

  • Executive Summary: We concisely state the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why it's needed.

  • Pro-forma Cash Budgets and Financial Statements: We use your data and underlying assumptions to prepare information that your banker can easily read and understand.

  • Owners Personal Financial Statements: We make copies of the last 3 years of personal tax returns for the bank, as well as identify the collateral being pledged as security for the loan.

  • Representation: We help substantiate your financial needs/position to your banker in person.

McCarthy & Company's professionals have relationships with bankers that could help. We would be happy to introduce you, if needed.

Experience McCarthy & Company! Discover how you will benefit from working with us.

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