Traditional Financing

Traditional financing is usually from a bank or similar institutional financial organization. Katz&Co will work with customers to determine if traditional financing is a viable choice to create the necessary financial documentation. Next, Katz&Co will help to develop a use of funds plan that will make sense to traditional financing sources.

Katz&Co expert staff will be available to participate in meetings with targeted lenders and to prepare additional support financial documents as may be required.

Adequate preparation is the key to increasing our customer’s success in securing traditional financing, without it, you will not be considered by most lenders.

Traditional Financing Process

Katz&Co prepare customers from the start with accurate financial reports, proforma, business plans, and other substantiations that a lender will require.  Some businesses lenders will require personal financial information along with the businesses. Personal financial documentation in support of seeking traditional financing is an area that Katz&Co excels.

As a participating member of the local business community, Katz&Co professionals will be aware of who is currently lending money and who might be interested in meeting your financial needs.

Katz&Co experienced staff will work to put together a package that portrays your business financial status, the use of funds, budgets, tax returns, and other documents that will be required.

Working with Katz&Co you will be prepared for traditional financing sources stringent documentation reinforcements and taken seriously from the start.

They will also  attend key meetings with  proposed lenders, answer financial questions, and help you negotiate for the best financial package.

Katz&Co prepare customers to go through every step in securing bank and other forms of traditional financing.

You can find out more about our services by following the links above. e-mail or phone us for more information or to set up meeting in our convenient Bethesda offices.