Proven Successful

The steps towards successfully getting the right financing at the right time™ are well-traveled by me and my clients. These steps can seem overwhelming and confusing at times, and that’s why I am here to guide you. My process fully educates you each step of the way. You’ll finish not just with financing but also with a new level of understanding and empowerment about financing.

With Financing Man, you get a guide and dedicated problem solver who will address and overcome obstacles and issues as they arise along the way. You can be confident throughout the process that you have an experienced and supportive advocate who will accompany you from start to finish…and beyond.

Initial Assessment

On an exploratory call, we will discuss your financial goals and your topline financial results, and I will offer my first thoughts on financing eligibility, potential amounts, and timing.

Stage 1 Analysis

A thorough analysis of the most relevant, recent business and personal financial documents is completed to determine overall viability, types of financing, deal structure, and the most appropriate course of action to meet your goals.

Stage 2 Analysis

Additional business and personal financial documents, as well as any required supporting documents and explanations, will be analyzed in greater depth as per the requirements of potential lenders.

Conversations with Potential Lenders

Financing Man begins dialogue with potential lenders to assess feasibility and eligibility. If the lender and I determine that the proposed financing meets their requirements, a term sheet is issued. An introductory call with the lender follows where you can ask any and all questions about terms and process. In the case of bank loans, a term sheet requires a deposit.

Underwriting

During this time, we will be focused on answering any and all questions that came from the underwriting process. We may need to prepare further explanations or provide additional documentation or updates as required.

Commitment Letter

If underwriting is successful, you will receive a commitment letter from the lender detailing terms and conditions.

Closing and Funding

The lender generates a list of closing documents and conditions required to finalize and close the loan. Funding is received when the list is completed to the satisfaction of the lender.