Bank Financing & Financial Projections

Bank Financing & Financial Projections

Financial forecasts and projections are a critical tool for a successful business. For most businesses, bank financing is essential for growth. Obtaining a line of credit, term loan, equipment loan or real estate mortgage for your business will require substantial documentation to demonstrate the strength of your business, use of the funds and your ability to repay the loan.

PDR CPAs + Advisors Bank Financing and Financial Projection Solutions:

  • Preparation of financial forecasts of your balance sheet, income statement and cash flow statement
  • Preparation of projection assumptions
  • Assistance with budgeting
  • Preparation of personal financial statements
  • Assistance with loan application process
  • Preparation of bank presentations and loan officer meetings
  • Analysis of bank loan proposals
  • Review of loan covenant compliance requirements

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At PDR CPAs, we leverage our 50 years of industry expertise to help you keep your finances strong and your business moving forward.

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