For business owners

Business Credit & Financing Analysis

Get the capital lined up before you need it

Commercial lending, equipment financing and SBA routes reviewed against your actual books — so you walk into an application already knowing you qualify.

Book this conversation

No-cost consultation2 hours

What this covers

  • Comprehensive commercial lending analysis
  • Equipment financing and working capital solutions
  • SBA loan preparation and processing
  • Business valuation for underwriting purposes

How it works

    • Financial statements, tax returns and debt schedule
    • What the capital is for, and when you need it
    • Existing banking relationships and any prior declines
    1

    Before we meet

    We read the books the way a lender will, which is often the first time an owner sees them that way.

    • Conventional, equipment, working capital and SBA compared
    • The ratios a lender will test, run against your numbers
    • What to fix before applying, and how long each fix takes
    2

    In the meeting

    We work through which routes you genuinely qualify for now, and what would have to change for the others.

    • Financing routes ranked by fit and likely terms
    • The documentation package a lender will ask for
    • A realistic timeline from preparation to funding
    3

    What you leave with

    A written route to the capital, with the preparation work sequenced ahead of any application.

Questions people ask first

How we are paid

No-cost consultationLender-paid referral fee disclosed in writing before any application; no client-paid fee

Lender-paid referral fee if you apply · Terms in writing first.

Start with the Business Credit & Financing Analysis

Commercial lending, equipment financing, SBA loans, business valuation

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