Bank Financing

Business Loan & Bank Financing Services

When you're launching a startup, expanding facilities, refinancing existing debt, or preparing for a successful exit, our financial experts help you secure the right funding, on the right terms.

Capital Needs Assessment

We help you define both immediate and long-range financing needs based on your industry and growth stage

Loan & Financing Options Review

Explore traditional bank loans, SBA options, and sector-specific financing opportunities

Strategic Negotiation Support

We represent your interests during lender negotiations to secure competitive rates and terms

Financial & Business Plan Preparation

From updated financial statements to dynamic business plans, we prepare everything lenders expect

Loan Covenant & Compliance Monitoring

Ongoing tracking to ensure your business stays aligned with financing terms

Internal Control & Statement Review

Identify financial strengths and flag any weaknesses before presenting to lenders

Pre-Lending Application Review

We stress-test your loan package to ensure it’s ready for submission

Why Businesses Choose Berndt CPA

Bank Financing Support That Moves You Forward

In today’s environment of tighter lending standards and risk-sensitive underwriting, preparation is key. A poorly prepared loan package can slow down approvals or result in unfavorable terms. That’s why our bank financing services focus on clarity, precision, and lender readiness.

With Berndt CPA, you don’t just apply for funding, you present a confident financial story built on solid numbers and forward-looking strategy.

Tailored for Your Industry

Let’s Strengthen Your Financing Strategy

Serving clients with offices and advisors ready to support your goals
Decades of experience working with banks, credit unions, and SBA lenders
Industry-specific insights to help you stand out from the competition

Request a Consultation today and let Berndt CPA help you prepare, present, and succeed in securing the funding your business needs.