Capital Sourcing
& SBA Assistance
See your business’s potential unlocked
With accurate and comprehensive financial statements, you can lenders and SBA loan officers can assess your business’s financial health and risk profile. We ensure that these statements are prepared in accordance with generally accepted accounting principles (GAAP) to give you a clear financial picture and help you secure the funding you need.
In addition to your financial statements, we can craft a compelling business plan that outlines your goals, strategies, and financial projections. This essential document can help you attract investors and secure loans. We’ll guide you through the process to help you develop detailed financial projections, assess market potential, and identify key risks and opportunities
We also offer guidance on the application process for SBA loans. The SBA offers a variety of loan programs to help small businesses like yours access capital, but the application process can be complex and time-consuming. We can help your business gather the necessary documentation, complete the application forms, and navigate the SBA’s requirements.
Services Offered:
- Financial statement preparation
- Business plan development
- SBA loan application assistance
- Financial analysis and modeling
- Debt restructuring
- Mergers and acquisitions
- Tax planning and compliance
- Risk management
Common issues we resolve:
- I have difficulty understanding my business’s financial health to make informed decisions.
- I need assistance with preparing financial statements to make better decisions and avoid compliance issues.
- My business experiences cash flow shortages, making it difficult to pay bills and invest in growth.
- I sometimes find it challenging to secure loans or investments to fund growth initiatives.
- I need a well-defined plan; my business struggles to achieve its goals.
- I need accurate financial projections so I can avoid missed opportunities and financial instability.
- I need effective risk management to avoid unforeseen risks that can impact my operations.
Markets We Serve
Explore the industries we serve for entrepreneurial and lower middle-market companies nationwide.
Key Contacts
Samuel J. Agresti, CPA
Shareholder
sagresti@bradyware.com
Betty L. Collins, CPA
Shareholder
bcollins@bradyware.com
Randy Domigan, CPA, CFE
Shareholder
rdomigan@bradyware.com
Jennifer L. North, CPA
Shareholder
jnorth@bradyware.com
Todd R. Roberts, CPA
Shareholder
troberts@bradyware.com