Phoenix Financial Services, LLC, is an Investment Banker.

To service our clients by expeditiously securing sufficient financing at competitive rates and terms to meet their needs.

Phoenix strives to qualify good applicants, develop an effective business plan on their behalf, and distribute it to lenders with the ability to make loans to such applicant businesses. The cornerstone of Phoenix Financial Services, LLC's success is an exceptional presentation. We become comprehensively knowledgeable about our client's business! Phoenix Financial Services, LLC works very closely with each client in preparing their loan presentations to secure competitive financing terms. A careful evaluation of each prospective client is conducted to determine their business needs. That includes reviewing current financial statements, acquiring current credit reports and preparing a printed summary of their present financial status. This information is reviewed with each applicant in detail, to determine their opportunities for financing and to discuss appropriate strategies. Based upon this evaluation, we may then invite the client to retain Phoenix Financial Services, LLC to secure financing. Phoenix Financial Services, LLC then prepares a comprehensive loan application package featuring the following for submission to targeted lenders:

• Comprehensive and professionally prepared.
• Provides lender everything needed to complete underwriting.
• Fully indexed.
• Complete with ratios.
• Business Plan format.
• Anticipates and answers lenders' concerns and questions.
• Convincing presentation of the summary and application makes the difference for a successful loan placement.

Phoenix Financial Services, LLC enjoys a reputation with lenders for generating quality applications. This results in preferential treatment by those lenders. Our lenders know that we carefully screen and evaluate our clients. This enables us to get timely answers for your financing needs. Phoenix Financial Services, LLC works closely with its lenders through their complete loan evaluation and commitment process.

Our fees, like our company, are results oriented! Phoenix Financial Services, LLC charges a nominal fee, plus out-of-pocket expenses, to prepare the loan application presentation. For loan placement, our compensation is structured on a contingency fee basis, plus out-of-pocket expenses.

Call Phoenix Financial Services to arrange for your initial review. We will be pleased to send you an application package and assist you in evaluating your financing needs. Phoenix can get results for you!

Non-Bank Financing