Are you in need of funding to support the growth of your business? If you are considering a business loan, it’s important to approach lenders with a well-prepared credit pitch. By allowing us to create a loan pitch for you, you can demonstrate that you are a low-risk investment and increase your chances of securing financing. Our credit pitches are highly successful because they are designed from the lender’s perspective, ensuring that they meet all necessary criteria. With our expertise, you can be confident that we will present you in the best light to lenders and increase your chances of getting the loan you need.

Our winning pitches include background information that outlines the purpose of the loan, the exact amount of funding required, and how it will be used. We also provide Pro-forma cash budgets and financial statements, as well as owners’ personal financial statements, to give lenders a clear understanding of your business and financial position. In addition, our team is ready to represent you and provide further clarification and support during the lending process. Don’t leave your financial future to chance – let us help you secure the funding you need to grow and succeed. Choose Viva Taxes to create your credit pitch and increase your chances of getting the financing you need.

Our winning loan proposals come complete with…

• 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.
• Pro-forma Cash Budgets and Financial Statements: We use your data and underlying assumptions to prepare information that your banker can easily read and buy into.
• 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.
• Representation: We help substantiate your financial needs/position to your banker in person.