What we need to get started
- Full client contact info (email, phone, physical address). Include all owners for partnerships.
- Last 6 months of business bank statements.
- Current business debt schedule (lender, balance, payment, rate, maturity).
- A copy of the loan/lease agreement from each current lender.
Recent example
A manufacturer was paying $28,000 per month across several loans and showing only $10,000 in annual profit. We consolidated their debt and reduced payments to $16,000 per month—improving annual cash flow by roughly $144,000.