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WINSTEAD TAX GROUP, LLC Former IRS Senior Executive on Staff!

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Bank Financing

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Need money to grow your 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 allowing us to prepare a winning loan proposal for you.  Our proposals have a high likelihood of success because they're created from the lender's perspective.

Our winning loan proposals come complete with...

1. 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.
   
   
2. Pro-forma Cash Budgets and Financial Statements.  We use your data and underlying assumptions to prepare information that your banker can easily ready and buy in to.
   
   
3. Owners' Personal Financial Statements.  We make copies of the last 3 years of personal tax returns for the bank as well as identify the collateral being pledged as security for the loan.
   
   
4. Representation.  We help substantiate your financial needs/position to your banker in person.
   
   
   

Tax Services  ●  Business Consulting  ●  Accounting & Audit Services



WINSTEAD TAX GROUP, LLC
Former IRS Senior Executive on Staff!
4601 Presidents Drive Ste 145, Lanham MD, 20706

Phone: (301) 306-1234 Fax: (301) 459-4228
Email: bwinstead@wtllc.net

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