Banking

New Loans - There are different types of loans that a company may need. These range from working capital lines of credit to term loans for equipment and commercial mortgages. At Your Portable CFO we will work with you to determine the type of bank loan your company needs and assist you with the loan process.



Existing Loans - if you have questions about your company's existing loan or loans, Your Portable CFO will work with you to answer your questions.



Commercial Loan Interview – Obtaining a commercial loan for the first time can be a daunting experience. Even if you have obtained a commercial on your own, questions can arise regarding your loan that you may not fully understand.

 

At Your Portable CFO we have members with commercial lending experience that can walk you through the entire process and answer any questions that you have. As an exclusive service for our clients we offer the ability to do a mock loan interview so that you can get a feel for the commercial loan process.

 

If you have any questions, email us or call today!

 

Your Portable CFO • Bucks & Montgomery County PA • 267-474-1868
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