Loan Packaging LLC

978-251-3459 MA |603-891-4223 NH| donna.upson@loanpackaging.com
25 Perham Street | Chelmsford | MA | 01824

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Services Offered

Borrowing money to help your business grow can be a confusing process. We are here to help you organize the information needed to gain you access to capital.

 

Services Offered

·  "Loan Package"

  

Assemble complete financing package -Interview/shop appropriate financing sources/financial institutions -Review proposals/commitments for most appropriate fit

 

·  "The Close"

  

Coordinate pre-closing requirements – appraisal, environmental site assessment -Manage SBA process and paperwork -Liaise with attorneys and bankers re: conditions for loan closing

 

·  Bank Consulting

  

Review current banking relationship, terms and conditions, loan documents -Make recommendations on debt restructure

 

·  CFO

  

High level financial reporting -Budgeting/Variance Analysis -Strategic Planning -Interface with Bank on company’s behalf -Interface with Accountant .