Global Economic Issues

Be Prepared for any Financial Crisis!

Don’t wait for a global pandemic or another crisis to trigger a financial meltdown that could impact your business. Do something now to prepare yourself and/or your business for the future!
Recession-Proof your Business with a
Customized Emergency Plan
(Take Advantage of Low Rates!)
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Loan Application Checklist:

Here are some things you need to gather to restructure your debt…

  • Letter of Explanation (sources and uses of funds)
  • 3 Years – Personal Tax Returns
  • Personal Financial Statement (updated in past 90 days)
  • 3 Years – Business Tax Returns
  • YTD P&L and Balance Sheet
  • YE P&L and Balance Sheet
  • 5 Year Pro-Forma
  • Business Debt Schedule
  • Business Entity Documents
  • Insurance Agent’s Contact Information
  • Equipment List (updated in past 90 days)
  • Copy of Purchase & Sale Agreement (if applicable)
  • Copy of Building Appraisal (if applicable)

A Word to the Wise!

Take advantage of a strong economy before the next global crisis impacts your cash flow. Evaluate your debt structure before your income and real estate values are impacted.
Call M3 Wealth today for a FREE 30 minute Debt Consultation. Avoid costly mistakes and increased costs, decrease your business risk, and pay-off your loans early while the economy is strong. Take control of your future!

Types of Loans Available

  • Real Estate Loans (SBA & Conventional)
  • Equipment Loans
  • 70% to 100% Financing
  • Operations Loans
  • Lines of Credit
  • Specialty Programs
Contact Us
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