Financial Modeling

Detailed financial projections and modeling to demonstrate your business viability and growth potential.

What's Included:

  • 5-Year Financial Projections
  • Cash Flow Analysis & Forecasting
  • Break-even Analysis
  • Scenario Planning (Best/Worst/Realistic)
  • Revenue & Cost Modeling
  • Sensitivity Analysis
  • Key Performance Indicators (KPIs)
  • Investment Requirements Analysis

Investor Visa Support

Specialized documentation for E-2, EB-5, and other investor visa applications with immigration expertise.

What's Included:

  • USCIS Compliant Business Plans
  • Investment Analysis & Documentation
  • Job Creation Plans & Projections
  • Economic Impact Analysis
  • Legal Documentation Support
  • Immigration Attorney Coordination
  • Visa Interview Preparation
  • Supporting Evidence Compilation

Loan Applications

SBA loan packages and bank financing applications with proven success rates.

What's Included:

  • SBA Loan Package Preparation
  • Bank Presentation Materials
  • Credit Analysis & Improvement
  • Collateral Assessment
  • Loan Application Completion
  • Financial Statement Preparation
  • Lender Matching & Introduction
  • Application Follow-up Support

Pitch Deck Creation

Investor-ready pitch decks that tell your story and secure funding.

What's Included:

  • Professional Slide Design
  • Compelling Story Development
  • Market Opportunity Analysis
  • Business Model Visualization
  • Financial Highlights
  • Team & Advisory Board
  • Q&A Preparation Materials
  • Presentation Coaching Session

Due Diligence Support

Comprehensive due diligence packages for acquisitions and investments.

What's Included:

  • Financial Audit & Analysis
  • Risk Assessment & Mitigation
  • Business Valuation Analysis
  • Legal & Compliance Review
  • Market Position Assessment
  • Operational Efficiency Review
  • Management Team Evaluation
  • Integration Planning Support

Our Process

We follow a proven methodology to ensure your project is completed on time and exceeds expectations.

1

Initial Consultation

We start with a comprehensive consultation to understand your business, goals, and specific requirements.

2

Research & Analysis

Our team conducts thorough market research and competitive analysis specific to your industry.

3

Document Creation

We create your customized business documents using industry best practices and proven templates.

4

Review & Refinement

You review the draft and we incorporate your feedback to ensure the final product meets your expectations.

5

Final Delivery

We deliver your completed documents along with ongoing support for any questions or updates.

Ready to Get Started?

Choose the service that best fits your needs and let our experts help you achieve your business goals.