Financial Plan & Review
We review your existing financial situation and provide a comprehensive assessment on strengths and areas for improvement. This includes industry comparisons so you can see how your companies matches to industry standards.
Service Summary
Comprehensive review of your company's financial situation. Our assessment is similar to financial reviews completed by banks. This includes a description and assessment under the following headings: stability, liquidity, cash flow, security/collateral, source and uses of cash, swing factor analysis, full financial statement projections and overall financial strength.
We help prepare your financial plan and guidance to meet requirements for loans.
General process
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Telephone discussion and contract finalization
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Customer payment
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You send us your financial statements and/or plan
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You receive our review after about two weeks. This report is about 20 pages in length.
Research
CreditSunrise has created a full financial projection program that we use to provide a comprehensive quantitative report. We use financial experts to assess the qualitative aspects of your business. This is similar to services we provide to banks.
Location
We service US and Canadian businesses.
Price
Payment methods
Check or money order. Payment is required prior to us commencing your review.
Timing
We are generally able to complete a review of your business plan within two weeks of receiving payment.
We can provide research and custom business plan creation (fees to be negotiated).
Other entrepreneur services
View documents on financing, starting and improving your business
View details you should include in your business plan
View completed business plans we have completed for other companies
An assessment of your existing business plan
A review of your financial position and projections
We assist you to find appropriate levels of financing for your business