We learn about your business and industry so we obtain a thorough understanding of your financing requirements.

• Educate clients about the process
• Explain the different financing providers including banks and non-bank lenders
• Identify areas within the business which may require cash flow or financing

We take a detailed look into your business to prepare the key items for your financing application.

• Working with your management team we will arrange the required information to be presented to the appropriate lender as part of the application process
• Review a range of financial data and business operating metrics and indicators
• Ensure all required information is in order prior to submitting your finance application

We research our list of potential lenders to understand the activity in your industry and the business’ financing requirements to ensure alignment.

• Review possible financing structures
• Determine the most appropriate financing package

We approach suitable lenders most appropriate for your business and the business’s financing requirements.

• Contacting the most suitable lenders
• Sending key financial and other business documents
• Managing enquiries from potential lenders
• Site tours with owners and management

Negotiating the best possible terms for the financing package for your business.

• Assessing indicative offers and any terms and conditions attached to the offer(s)
• Negotiate key terms of offers
• Signing of the Indicative Offer or Term Sheet

Due diligence is vitally important for owners seeking to secure the best financing package for their business.

• Review of final offers
• Further site tours