Bank Financing

Need money to grow your veterinary practice?

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! Therefore, it pays to be prepared and organized in your approach for financing.

Put your best foot forward by working us to prepare a winning loan proposal. A well-prepared proposal has good likelihood of success when it shows prospective lenders your deep understanding of veterinary practice finance and how your practice will be able to repay the loan. 

We help you create a well-presented loan proposal that should include

  • Executive Summary: Where the purpose of the loan is concisely stated with 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 practice data and underlying assumptions to prepare information that your banker can easily read and understand.

  • Supporting Assumptions: We work with you to identify important assumptions about practice operations and investment in it, and provide the writing skills and veterinary practice knowledge to expertly present and clarify your plan.

  • Owner's Personal Financial Statements: We assist you in preparing a personal financial statement supported by the last 3 years of personal tax returns and the identified collateral you pledge as security for the loan.

To learn more about how we can help you with obtaining financing, please complete this form.

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Talk with us! Our integrated consulting, accounting and tax services safeguard your practice and your family. Call Now! (440) 926-3800