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Banking/Business Assessment
MCDFS can help you make sure you're getting the right products and services to match your business requirements and objectives. We'll meet with you to fully understand your situation, budget, desires, timelines and expectations. We will even create and apply our services to prepare estimates on your needs to give you an idea of what you are spending for what you are getting before you take that next step.
Financial Analysis
Knowing what you currently have and where you would like to go is the first priority in any goal. Bill's financial analysis service is the key to success in the banking industry. First, he sits down with you and get an understanding of your business goals and objectives. He then gathers all relevant financial data for the past three years to assess the trends in your balance sheet, income statement and cash flow. With that information, he provides you with a road map to achieve your goals and objectives in a cost-effective and timely manner. As with any business, planning is key to success. Bill brings broad experience across many industries to help you understand and define your financial needs.
Loan Packaging and Bank Presentations
With a plan in place, we partner with you to put together a complete banking package with all relevant information your bank needs to make a decision. We can also make the presentation to your bank or attend with you to ensure you obtain the services you need. Our goal is to work with your banker to implement your plan and make it become a reality. If, for some reason, your current bank is unable to grant your request, we then utilize our resources of banking contacts from three decades in the industry to find an alternative solution. We are passionate about finding the right strategy with the right banking partner at the right time to ensure your company's success.
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