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Setting Advisory Expectations
- Ownership Authorization
- Mutual Non-Disclosure
- Strategic Evaluation
- Know Your Client Intake
- Setting Expectations
- Client Goals & Outcomes
- Project Engagement
- I-9 Completion
- Compliance Verifcation
- Corporate Bio
- Strategic Coaching Session
- Google Drive Folder
- Basic Documentation
- Invoice Confrimation
- Project Assessment
- Credit Overview
- Personal Credit PDF's
- Business Credit PDF's
- Opt-In Pre-Screen
- Unfreeze Credit Reports
- Remove all fraud alerts
- Public Filling Advisory
- Public Presence Advisory
- Q&A Strategy Session
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Upload Needed Documents
- EIN Confirmation
- Entity Registration
- Annual Report
- Personal 2 Paystubs'
- Personal W-2's/4's/1099's
- Personal Tax Returns
- Business 2 Paystubs'
- Business W-2's/4's/1099's
- Business Tax Returns
- Personal Bank Statement
- Business Bank Statements
- Additional Income Upload
- YTD Balance Sheet
- YTD Profit & Loss
- Contracts & Agreements
- Gov Issued ID
- Personal Verification Upload
- Business Verification Upload
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Evaluation of Project
- Personal Budget Anal
- Projections
- History of Business
- Business Debt Schedule
- Management Resume
- Source of Capital
- Application for Business
- Proformas Example
- Upload Evaluation
Maximum upload file size: 1 GB.
Styles of Lending Financing
Upload Company Project Documents
- Business Plan
- Certifications
- Use of Funds/Benefits
- Purchase Orders or Invoice
- Franchise Agreement
- Lease(s)
- Buy-Sell Agreement
- Any other files
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Deliverables of Services
It is a contract through which the parties agree not to disclose information covered by the agreement. An NDA creates a confidential relationship between the parties, typically to protect any type of confidential and proprietary information or trade secrets. A non-disclosure agreement (NDA), also known as a confidentiality agreement (CA), confidential disclosure agreement (CDA), proprietary information agreement (PIA) or secrecy agreement (SA), is a legal contract between at least two parties that outlines confidential material, knowledge, or information that the parties wish to share with one another for certain purposes but wish to restrict access to. Doctor-patient confidentiality (physician-patient privilege), attorney-client privilege, priest-penitent privilege, bank–client confidentiality, and kickback agreements are examples, often not enshrined in a written contract between the parties.