Basic Operating Projections
Includes year one operating results month-by-month and two additional
years; the report will include a project summary, all assumptions used to generate the results, amortization schedules
for all loans, and a pro-forma balance sheet and income statement.
Year Operating Projections add $250
Most banks require only three
years, so don't buy this unless you need to, or believe it will be meaningful to you.
Cash Flow Projections add
If your business is mostly cash or credit card, you don't need
this; if your business involves accounts receivable, you really do!
Break-Even Analysis add
Many banks do their own break-even analysis, but you may want
to have this information for your own benefit.
Full Summary Narrative add
You can do this yourself and save the money, or we can write the
narrative part for you. If you want us to help, we can, and will need to spend some time with you in order to know your
background and expertise, how you intend to operate and how you will differentiate yourself from your competitors. Our
final report eliminates all the "fluff" and focuses squarely on information the banks find relevant.
up to $1,250
While you are evaluating locations for your business,
gather as much information as you can; not only will this help you decide on one location over another, it will save
you money! Pertainent information includes area demographic reports (census data and projections from the local economic development
specialists), traffic counts on the streets and in area retail centers (from the real estate brokers and developers), and
It is not unusual for there to be minor changes needed, and most
of these will be free. If there is a major revision, for example, the project changes from a real estate project to a leasehold,
we will make changes needed at a very fair price.