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What We Provide For You, Our Valued Client
Our office becomes an integral member
of the team to get you the highest return
on your investment, as a member of your team we act
as the Chief Financial Officer (CFO) for the transaction.
The Brokers represents the parties, we represent the deal.
The deal must be
structured so that the transaction can stand on its own
and be an investment that can obtain bank financing.
We work with the buyer,
seller, and their respective professional consultants
to prepare all documents for the financing process.
For the purchase of a Business and a requested Small
Business Loan we do the following:
- Work with you to create a resume
that sells you to the lender.
- Work with you to create a financial
pro-forma that accurately reflects the new business
opportunity’s projected cash flows.
- Work with you to create a marketing
plan that clearly demonstrates how you can grow your
business.
- Work with you to create a business
plan, included with our newest book GET
Your Loan Closed Basic Toolkit.
- Pre-Underwrite the entire package
before anyone gets an official look at the loan
package.
- Work with both buyer and seller
to create the most advantageous financing that benefits
all the parties to the transaction.
- Work with the bank to ensure
they have all the requisite documentation needed to
underwrite the deal.
- Work with Escrow to ensure a
successful and timely closing
For the purchase of an Investment
Property and a Real Estate Loan we do the following:
- Review all sellers’ documentation
in order to determine financing
feasibility
- Reconstruct the Sellers
Financials to determine the real net operating income
of the property.
- Perform a complete rent roll
analysis
- Determine the
expected Return on Investment for the purchaser
- Pre-underwrite the entire transaction.
- Effectively market the property
to various local and regional lenders in order to be
able to offer the most competitive program that meets
the needs of the borrower.
- Work with both buyer and seller
to create the most advantageous financing that benefits
all the parties to the transaction.
- Work with the bank to ensure
they have all the requisite documentation needed to
underwrite the deal.
- Work with Escrow to ensure a
successful and timely closing.
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