Discovery Analysis

This is typically a Business Health Check-up service where we first understand your story, business, and goals. Then we determine if you are Bankable by analyzing your financials and finding solutions to any issues that may hinder or limit your chances of financing.

Service includes:

• Approvable Loan Amount & Structure
• Financial Analysis Report
• Discoveries on Financials
• Solutions & Suggestions
• Financing Game plan
• Resources and Referrals
• Advisory

Some key reasons why the Discovery Analysis service is crucial for you:

• Find out if you can get a loan for your business
• Find out approximately how much you can get
• Find out what changes and fixes need to be made in order to be approved for a loan
• No need to waste time in trying different banks with high probability of getting declined
• Avoid unnecessary hits on your credit report/score from multiple Lenders
• Suggestions and discussions in complete confidentiality
• We collaborate with your CPA/Accountant to ensure they are on the same page

We confirm if you are Bankable OR find solutions on how you can become Bankable by:

• Identifying an approvable Loan amount
• Analyzing historical data to ensure sufficient cash flow
• Building a case to prove the ability to sustain new debt
• Calculating debt ratios and levels of potential risks
• Providing solutions for obstacles that may limit the chances of financing
• Advising you on how to proceed with financing

LET’S START THE CONVERSATION – CALL US AT 848-667-9289 OR SCHEDULE A MEETING