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New Client Closes on $2.6 Million Bank Funding - Feb 26, 2010

Posted by: Scott J. Spangenberg in Success Stories

This week I helped a new client finalize a loan package of about $2.6 million. In order to secure the best possible combination of term, rates and service I arranged interviews with several banks ranging from small and midsized community banks to several large international banks. I was able to help them secure a line of credit and a term note that will end up saving a significant amount of interest and improve cash flow compared to their existing debt structure.

Many of the bankers we interviewed made it clear that if the company did not have a B2B CFO involved on a regular and ongoing basis, they would not be interested. Not only did my involvement provide credibility about the quality of financial statements, but also added confidence that the company had seasoned financial professional on the management team.

As a B2BCFO, we pride ourselves on helping clients navigate the process of obtaining lines of credit and term loans. We provide the banks and other lending institutions with confidence and we develop business cases to show how our client's cash flow can support lines of credit and term loans.

Cash. We Help You Get It.