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To kick things off, you'll complete a simple intake form to provide us some basic info. Our team will quickly be in touch to confirm your information and we'll have you complete some additional "paperwork" so we can get started assuming you meet the eligibility requirements.
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Once the necessary paperwork is completed, our team will get started at the soonest opportunity. Typically our team will have your completed projections ready in 7 to 10 days and we will ask additional clarifing questions as needed.
After we've completed your projections, our team will send you the completed file along with a custom video recording walking you through how they were filled out. Our team will be available to answer questions and make tweaks as needed.
Completed Financial Projections With Your Specific Info - FOR FREE
Using your unique assumptions and information for your business that we will collect through a customized question and answer process and any documentation you can provide, we will complete the projections so they align with a financial forecast you both agree with and understand.
Lender and Investor Ready Projections
Our team will complete your projections based upon how you plan to use them. Whether it's to finalize a business plan, apply for a loan, or pitch to investors, we have the experience to cater the projections for each use case and scenario.
Realistic Projections with Expert Feeback
Our team has experience working with thousands of businesses to make financial projections as well as over a decade of real SBA lending experience. While your desired assumptions take precedent, we will provide feedback on what seems realistic and recommended for your industry and situation.
Understanding of How your Projections Work
Although our team will be the one taking your information and putting it into financial projections, the template fill out service comes with a custom Loom video recording where our team will walk through the template to demonstrate how we completed it. You also receive ongoing support to ask further questions and request tweaks as needed.
Our team has had the honor of supporting thousands of different startups and small businesses and creating lender-ready financial projections.
SSBDCI Eligible applicants can join our list of happy customers for FREE.
Regina Spencer
Spencer & Associates
Sun & Fun E-Bikes
Mariea Lewis
Grill Forty Eight
All you need to do is complete the interest form below to connect with our team so we can make sure you are eligible and then we can get started!
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