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Loan Packaging


Martin Family Enterprises, Inc. provides comprehensive loan packaging for SBA and Non-SBA lending.

Our purpose is to provide a third party source to capture the essence of the situation and to conservatively project the future for the client. A well conceived package that makes sense will be well received by the lender and will promote the goals of the client.


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

Contact Us to stay on the financial road to success.

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