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350 Saint Peter Street, Ste 705, Saint Paul, MN 55102
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Business Financing Preparation
BEFORE YOU APPLY
Planning for approval.
✔ Financial Projections
✔ Cash Flow Forecasts
✔ Budget Projections
WHAT LENDERS EXPECT
Information they'll ask for.
✔ Financial Statements
✔ Organized Financial Documentation
✔ Supporting Financial Schedules
BUILDING A STRONGER APPLICATION
Supporting your financial request.
✔ Financial Assumptions
✔ Working Capital Analysis
✔ Financial Ratio Analysis
Is This Right For Your Business?
- Applying for a business line of credit
- Purchasing equipment
- Buying or refinancing commercial real estate
- Applying for an SBA loan
- Planning a business expansion
- Purchasing an existing business
- Preparing to meet with a lender or investor
Nick H.
1. COMPLIMENTARY CONSULTATION
- We'll discuss your financing goals, the type of financing you're seeking, and where you are in the process.
2. REVIEW YOUR FINANCIAL INFORMATION
- We'll review your current financial information and identify anything that should be strengthened before approaching a lender.
3. PREPARE YOUR FINANCING PACKAGE
- We'll help prepare the financial projections, cash flow forecasts, and supporting financial information appropriate for your financing request.
4. READY TO MEET WITH LENDERS
- You'll have organized, lender-ready financial information that helps you approach financing with greater confidence.
Do you guarantee loan approval?
No. Financing decisions are made by the lender. Our role is to help prepare accurate, organized financial information that supports your financing request.
How much does Business Financing Preparation cost?
It depends on the complexity of your financing request and the amount of preparation needed. Some clients need only a few hours of assistance, while others require more comprehensive financial preparation. After your complimentary consultation, we'll provide a clear estimate so you know exactly what to expect before any work begins.
What types of financing can you help prepare for?
We commonly help clients preparing for SBA loans, equipment financing, commercial real estate purchases, business lines of credit, business acquisitions, and business expansion financing.
What if my bookkeeping isn't current?
That's common. If necessary, we can help organize and update your financial records before preparing the information lenders typically request.
Do you work with my bank or lender?
Yes. We can work directly with your banker, lender, CPA, or attorney to help provide the financial information needed throughout the financing process.
What information should I have before we meet?
If you have recent financial statements, tax returns, bookkeeping reports, or information you've received from your lender, those documents will be helpful. Before your consultation, we'll provide you with a secure Dropbox folder where you can upload your files. If you don't have everything yet, that's okay - we'll help you determine what's needed.
How long does the process take?
Every financing request is different. During our initial consultation, we'll discuss your goals, review your current situation, and provide an estimate based on your specific needs.
Do I need ongoing services after financing is complete?
Not necessarily. Some clients only need financing preparation, while others choose to continue with bookkeeping, financial forecasting, or Fractional CFO services after their financing is complete.
PREPARING FOR FINANCING?
Applying for business financing can be exciting, but approval often depends on much more than a good idea or a profitable business.
Lenders want clear, organized financial information that helps them understand your business, your cash flow, and your ability to repay the loan. At NuaVista, we help business owners prepare the financial information lenders need so they can approach financing with greater confidence.
Whether you're applying for an SBA loan, purchasing equipment, buying commercial real estate, opening a new location, or expanding your business, we'll help you become loan-ready.
Schedule a complimentary consultation, and we'll help you understand what financial information may be needed and identify any areas that should be addressed before you apply.
Become Loan-Ready Before You Apply
Preparing for financing? We help business owners prepare the financial projections, cash flow forecasts, and lender-ready financial information needed to approach lenders with confidence.
What We Help Prepare:
Why Preparation Matters
Most lenders don't approve financing based on an idea alone. They want organized financial information that demonstrates how your business performs today and how you expect it to perform in the future.
Preparing before you apply helps answer questions early, reduces delays, and gives lenders greater confidence in the information they're reviewing.
Whether you're applying for an SBA loan, purchasing equipment, or expanding your business, being prepared can make the financing process smoother and more efficient.
- Helped prepare financial information for a successful SBA loan application.
- Organized years of financial records before purchasing commercial real estate.
- Developed cash flow forecasts that supported equipment financing.
- Improved financial reporting before meeting with lenders.
- Helped business owners better understand their numbers before seeking financing.
Free, No Obligation Consultation
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