Max Liu, CFA
Business Financing Strategist
Process & Pricing

A structured approach to business financing.

Securing business financing is more than completing forms or writing a business plan. It requires careful planning, financial analysis, and a clear understanding of how lenders evaluate a business. Our Business Lending Strategy Process provides a structured framework designed to help entrepreneurs prepare for commercial financing with greater confidence.

Pricing

Pricing

Our professional fee structure is simple:

Professional Fee CAD $1,000 + 1% of the requested loan amount (maximum total fee of $5,000)

Additional services and pricing are available upon request.

The Process

Four-Stage Process

Every engagement follows the same structured path — from first conversation to a completed financing package.

01 Complimentary

Initial Consultation

  • Understand the entrepreneur, the business idea, and financing objectives.
  • Help complete the Preliminary Consultation Form.
  • Gather sufficient information to assess the opportunity.
  • Discuss the initial financing approach.
02 Complimentary

Business & Financing Feasibility

  • Collect detailed business and financial information.
  • Develop preliminary financing assumptions.
  • Assess funding requirements and various financing considerations.
03

Financing Strategy & Financial Modeling

  • Develop the initial financial model.
  • Test revenue assumptions, cash flow, debt capacity, and loan structure.
  • Review key financial indicators from a lender's perspective.
  • Adjust assumptions and projections where necessary.
  • Prepare the preliminary financing analysis.
  • Provide selected dashboard and covenant analysis screenshots for client review.
Initial 50% Payment Due
  • Deliver the preliminary financing analysis.
  • Proceed with the full financing package.
04

Business Plan & Financing Package

  • Develop the business plan.
  • Reconcile with the financing strategy.
  • Finalize the financial model.
  • Finalize the business plan.
  • Provide the completed Business Plan table of contents for client review.
Remaining 50% Payment Due
  • Deliver the financing application package.
  • Provide reasonable adjustments based on lender feedback.
Important Note. We provide independent financing strategy and documentation services. We do not offer loan products and do not guarantee any financing outcome. Final credit decisions rest solely with the lending institution.
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Not sure where to start?

Let's discuss your project — your initial consultation is complimentary.

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