Dunstable, MA CPA / Davidson & Davidson LLP

Need money to grow your business or to start a new business?

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! Therefore, it pays to be prepared and organized in your approach for financing.

Put your best foot forward by engaging us to prepare a detailed proposal for you. We will work closely with you and your lender to help you achieve your business goals.

Our loan proposals come complete with...

Executive Summary: Where we concisely state the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why it's needed.
Pro-forma Cash Budgets and Financial Statements: We use your data and underlying assumptions to prepare information that your banker can easily read and buy in to.
Owners Personal Financial Statements: We assist you in compiling your personal information such as personal tax returns for the bank as well as identify the collateral being pledged as security for the loan.
Representation: We help substantiate your financial needs/position to your banker in person.

Bank Financing