Financial Expertise for Every Stage of Business

Whether you are starting a new business, preparing for growth, or seeking financing, having the right financial information and documentation can make all the difference.

Pacific Winds Financial provides practical, hands-on support built around your goals - from business formation and financial projections to loan Readiness and complete lender-ready Packaging.

New Business Startup Package

Build your new business on a solid foundation. This package includes; Business formation and EIN filing assistance, business banking checklist, financial projections for your first year of business, and an abbreviated business plan.

Not Sure Which Service You Need?

Every business and financing request is different. Start with a free consultation to discuss your goals and determine which service best fits your needs. Pricing is clearly established before the work begins, with no obligation to move forward.

Present your financing request with confidence. This comprehensive package includes; three years of financial projections with supporting assumptions, a comprehensive business plan, debt service capacity review, and additional supporting documentation tailored to your financing request.

Complete lender-ready package

Financial Projections

$895

Whether you are purchasing or expanding a business, seeking working capital, or planning future growth, Pacific Winds can help. We provide three years of financial projections, with supporting assumptions, to help lenders understand the trajectory of your business.

$1,595

$995

Loan Readiness Review

$495

Get an experienced review of your financials before approaching a lender. We will evaluate your collateral strength, current-year and historical business debt service capacity, and your global debt service capacity to help identify potential concerns before you apply.

Request a Consultation

Complete the brief inquiry form to discuss how Pacific Winds can assist your business.