When you ask a bank for a business loan, you want to present as perfect a proposal as possible By requesting a business loan without adequate preparation, the lender automatically assumes that the request is a high risk. At Woltman Group, we know what your lender is looking for and our proposals have a high likelihood of success because they’re created from the lender’s perspective.

Our winning loan proposals come complete with:

  • Executive Summary

    Concisely stating the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why its needed.

  • Pro-forma Cash Budgets and Financial Statements

    Using your data and underlying assumptions to prepare information that your banker can easily read and follow.

  • Owners Personal Financial Statements

    Making 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

    Helping substantiate your financial needs/position to your banker in person.