Finance Proposal Structure
Our service is truly tailored to your business. It is our aim to ensure your finance needs realistically meet your business objectives. We provide so much more than a traditional finance broker.
Typically our finance proposal includes the following services:
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- Assemble high level financier Information Memorandum based on:
- Strategic Plan
- Financial statements for the prior two years
- 3-5 year summary Cash Flow Budget
- Sensitivity Analysis for Operational/CAPEX
- Contract Objectives for major Sales and Suppliers
- Coordinate expressions of interest from financiers to select final panel
- Manage loan application process and financier briefings to obtain formal limit approvals
- Management of supplier tender, sourcing and delivery based on client detailed P&E specifications
- Specify and manage issue of equipment invoicing documentation to meet financier facility terms and requirements
- Arrange equipment insurance coverage through client’s insurance agents and manage issue of equipment certificate of currency documentation to meet financier facility terms and requirements
- Manage equipment delivery and authorisation of funding drawdown on terms relevant to the agreed budget for the specific equipment item
- Assemble high level financier Information Memorandum based on:
Contact the team of executive consultants at KMF Group to discuss finance tailored to your needs.