I will create a bank ready financial model for your loan application
About this Gig
Welcome to my Professional Financial Modeling Gig!
Are you applying for a bank loan or seeking funding for your business (such as a restaurant, retail shop, or SPA)? A solid, professional financial model is the key to getting your loan approved!
As a Former Major Canadian Bank Advisor with 25 years of US & Canada accounting experience (Holding CFA & MBA credentials), I know exactly what bank underwriters and lenders are looking for.
Why choose my service?
* 33M+ Loan Approved: Proven track record of helping clients successfully secure funding.
* Bank-Ready Projections: Fully compliant with institutional and local bank requirements.
* Advanced Custom Models: Up to 20-Tab dynamic financial models tailored specifically to your business.
What my model includes:
* Executive Summary & Key Assumptions
* 3-5 Year Income Statement (Profit & Loss)
* Balance Sheet & Cash Flow Statement
* Break-Even Analysis & Working Capital
* Debt Service Coverage Ratio (DSCR) for Lenders
Please message me before placing an order so we can discuss your specific project and loan requirements!
Visualization Tools:
Microsoft Excel
Industry:
Beauty & cosmetics
•
Food & beverage
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Retail & wholesale
Target country:
Canada
•
United Kingdom
•
United States
FAQ
What do you need from me to start?
I will need your basic business details (such as your business type like restaurant, retail, or SPA), historical financial statements if available, your target loan amount, and key business assumptions (expected revenue, operating costs, etc.).
What else do I need to provide for a bank-ready financial model?
I will send you a questionnaire asking for more detailed information. It is essential to create a complex financial model. If you have difficulties filling out the form, please do not hesitate to contact me.
Will my bank or lender accept this financial model?
Yes! My models are built following institutional and professional standards, specifically designed to satisfy what traditional bank underwriters look for during the loan approval process. If they have extra specific requirements, I will adjust my model to meet them.
Can you customize the model for specific industries like a restaurant or SPA?
Absolutely. Every model is custom-tailored to your specific industry's revenue drivers, cost structures, and working capital needs to ensure it's fully bank-ready.

