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Financing 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.

Our Bank/Lender Financing Services

  • Evaluate your specific capital needs
  • Investigate financing options & 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 & requests, including current financial statements, updated financial projections or an updated business plan
  • Monitoring Soft Loan Covenants
  • Financial Statement & Internal Control Audit
  • Pre-Lending Review