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Business Owners:
BPA can do the work for you so you don't have to! BPA can:
- Prepare business plans / credit analyses
- Prepare comprehensive loan packaging for you loan requests
- Obtain multiple loan pricing and structural options (so you can choose!)
- Find multiple loan program options based on your specific needs
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"My company was going through a hard time with its current financial institution. In order to obtain different financing options, my company needed to be more organized. Ann saved my company time and money by effectively organizing a comprehensive financial package for presentation. This gave the financial institutions everything they needed to evaluate my needs without me having to personally explain everything. The financial institutions were totally impressed with the organization of my firm and Ann's work, some even wanted to hire her."
Peter J. Busque, President
Busque Construction Co., Inc.
Commercial Lending Institutions (including Credit Unions):
BPA can support and expedite your loan approval process like no other! BPA can:
- Provide temporary support in your Credit Department on an as needed basis
- Prepare commercial credit analyses for your loan requests
- Assist your borrowers with preparing a more complete package for submission to you
- Assist with SBA 7a loan packaging (completion of the applications and schedules!)
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"Ann is the one resource your business is currently missing. I worked with her for many years and know that she is a strong advocate for her customers. She understands their financing needs and has demonstrated the unique ability of combining a wide range of business skills in order to be a strong resource for all of her clients."
Tom MacDonald, Former Supervisor
Bank Risk Management Officer
Others (including financial advisors, business brokers, accountants and CPAs, mortgage brokers, commercial real estate brokers, attorney, etc.):
BPA can provide loan packaging and presentation assistance to your clients who have commercial borrowing needs. You know your client best and know their current loan status and annual borrowing needs.
BPA can provide your client with all of the relevant services mentioned above.
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