Mark S.

Financial Projection Expert - 509 Million in client financing approved

If you are looking to develop financial projections for a small business, I'm your guy! Let me help you secure the funding you need to start or grow your business. In my 25+ years as a Certified Economic Development Finance Professional, I've helped my clients obtain over $509 Million in financing on projects that range from $10,000 to $15,000,000. Areas of Expertise: - Comprehensive Financial Projection development (Income Statement, Cash Flows, Balance Sheet, Industry Ratio comparisons, Lender Ratio calculations and supporting statements) - Loan Program Identification. I can help you determine which loan programs are the best fit for your industry and your stage of business. - Lender Identification. Through my knowledge of the SBA lending programs, I can give you a list of the 5 most active banks in your community for obtaining SBA financing (these can also be great lending partners for non-SBA loans as well!). Not only can this information be sorted by your community, but I can also query the data by your industry type...helping you to find the lenders most interested in making loans to businesses just like yours! - Business Plan Development / Business Plan Review. The best business plans are written by the entrepreneurs themselves. I am glad to assist you in this process by providing you with tools to get a rough draft started and then will review your business plan to ensure that it will meet the standards of your lender. - Business Purchase Review. Through Industry Trade databases, I can review a business that you may be interested in purchasing. Business Purchase reviews would include analysis of historical financials, review of trends and key performance ratio, Industry Benchmark comparisons and Financial Projections. In addition, can evaluate the seller's asking price to compare to the industry standards for the subject business, which provides you an understanding of the value for negotiations with the seller. My goal is to have you prepared to meet with your lenders at the conclusion of our relationship. I will use your information as well as my own research to build the financial projections in an interactive Excel template customized to your business needs and will provide you PDF reports to share with your lenders. In a situation where you have already gathered the basic information about your venture, we can often complete the projection process within a week, eliminating delays with getting to the bank as your next step! Some testimonials from my local clients: “Mark was very helpful and instrumental in our ability to obtain the financing needed to start our company. I would highly recommend it to any entrepreneur looking to start a business.” - Dan B. “Your experience is bar none the best! We never would have been able to get into business without you! Keep up the great work! First Class! Awesome! We may be looking into other business ventures as well and would love to use your services again!” - Brian W. “Mark was a huge help in getting us up and going on time. He was very knowledgeable and always had things prepared on time. It was a pleasure working with him!” - Shawn E.