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Meet with the client...review goals and
objectives |
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Review financial history and discuss SBA and/or
Lender Formage to be completed |
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Client completes assigned documents and
retrieves additional documentation |
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| Proformas to be prepared by us |
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Profit & Loss |
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Cash Flow |
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Balance Sheet |
|
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Preparation of Financial Ratios and Graphic
presentation |
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Review by Martin Family Enterprises and
Client |
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Final packaging for presentaion |
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Presentation to lender |