While most entrepreneurs are experts in their business vision, presenting that vision in a cohesive fashion that makes financial sense for a lender is often a different story. We know what financier are looking for, and how to present your vision in a polished business plan deck to position you to secure the financing you need to move your business forward.

An Executive Summary presents the overview of your financing needs in narrative form. We understand the nuanced language that inspires confidence in the team seeking financing. We can start from scratch or build on documents you’ve already prepared. When we are done, you’ll have a polished document that will build the foundation of your financial needs. From there, we an present it to our network of lenders or you can confidentally showcase it to your own financial prospects.

We work with a variety of local and national appraisal companies to provide credible third-party valuation for your assets. Our relationships also mean we can usually turn around appraisals much quicker than the current wait time, moving you to the head of he line so we can get you closer to your goal faster.