Our Process
We take the time to understand your business, finances and goals before recommending any finance solution. Our role extends beyond arranging funding — we support you with reviews, additional finance needs and ongoing equipment funding requirements.
We follow a simple process
Review your business operations and understand your business from a cashflow perspective, along with overall finance requirements. We also look at what you are aiming to achieve in the medium to long term with your business, are you looking to expand, stabilise of scale back, this all matters in terms of what financier will best suit your business requirements.
Prepare a complete finance proposal, including a business profile, historical financial performance, historical production performance along with projected financial and production performance.
Review the offers of finance provided by financiers and present them to you along with a recommendation around the best fit for your business on an apples –v- apples basis.
Walk you through the settlement process until refinance is completed and the business is fully functioning with the selected financier.
Review your existing funding structure that is in place, understand the total cost of funding you are being charged and what terms and conditions apply to this finance.
Assess the proposal to the best fit of available financiers to suit your business’s needs and tender the business to the best fit financiers.
Negotiate terms and conditions of the finance package with the financier and progress the application to approval, assist in completion of documentation and meeting the financiers settlement conditions.
Maintain an ongoing relationship to assist with annual reviews required by financiers along with any additional finance requests and equipment finance.