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Bank/Lender Financing Services

Business Consulting Services

Financing is a crucial aspect of running your company from start-up through the growth, expansion, and exit stages of the business.

In recent years, financing has been exceedingly more difficult to obtain and maintain. 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. Wegner CPAs can assist the client-borrower in presenting a clear picture of the business, expected cash flows and financial results. Insightful financial models facilitate informed decisions, and support risk management. In addition, the active monitoring of cash flows, balance sheet solvency, working capital adequacy and compliance with other loan terms identifies early warning signs and allows for timely corrective action.

Financing Services

Financing Services

  • Evaluate your specific capital needs
  • Investigate financing options and market conditions
  • Assist with negotiations so you obtain the best financing deal
  • Help business owners to stay focused on the business
  • Assist with lender requirements and requests, including current financial statements, updated financial projections or an updated business plan
  • Monitoring soft loan covenants
  • Financial statement and internal control audit
  • Pre-lending review
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Providing comprehensive financing services to a variety of clients within a wide range of specialized industries.

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Going far beyond the standard accounting and tax services, our CPAs specialize in several industry areas and are in tune with the opportunities and challenges faced by each.


We are committed to providing you with the tools you need to make sound decisions every day. Check out our extensive mix of educational resources, and please contact us should you need any help finding the answers to your questions.