Business Financial Plan & Loan Process
1. Assess the situation for Loan
Current Debt
Current Cash Flow
Current Profit
Current Strength & Weakness
2. Identify Clients Goal
Future cash flow
Future debt – refinance
Future Profit
3. Design a Plan for Various Lenders
Create Credit Financial Model
Package for various lenders in the market
4. Execute Loan and Financial Plans
LOI Letter of Interest
Monitor the bonds and index – Rate Swaps and Rate Locks
5. Review and Monitor the Plan – Annual and Quarterly Monitor