Description
What will we do for you?
We will work with you to identify the best and most economical source of debt financing for you and prepare documentation required by the lender which may include:
- Primary contact details.
- Business contact detail.
- Legal Borrowing Trust and Trustee’s name.
- Borrowing Trust beneficiary particulars.
- Trustee Pty Ltd office holder and shareholder address.
- Trading Pty Ltd office holder and shareholder address.
- Directors: Business profile & Educational and business profile.
- Amount of loan required and type.
- Application of loan monies.
- Security offered to secure loan.
- Guarantees offered to secure loan.
- Guarantor’s particulars.
- Historical financial accounts.
- Historical Profit & Loss.
- Historical Balance Sheet.
- Micro and Macro Economic factors.
- Principal and interest schedule on historical loans.
- Key success factors.
- Capital expenditure.
- Budgeted Profit & Loss Statement for 3 years.
- Budgeted Cash-Flow Statement for 3 years.
- Budgeted Balance Sheet for 3 years.
- Depreciation schedule.
- Loan schedule.
- Financial ratios.
- KPI Simulator.
- Marketing plan.
What is your investment?
Between $1,500 and $3,300 with $990 upfront depending on how much research we have to do, your contribution and the complexity of the task.
- 30% when you give us the green light.
- The balance when the work is completed and delivered.
