Balbir CPA

Financing

What a credit committee actually reads

Pretty decks fail. A financing file that matches the lender’s template does not.

June 18, 2026

Committees do not underwrite ambition. They underwrite sources and uses, debt service, owner equity, and whether the asset list is eligible. Franchise fees, leaseholds, equipment, inventory, goodwill, and start-up costs each sit in a different box.

If the narrative and the spreadsheet disagree, the spreadsheet wins. Write the plan as if the reader has already decided to be sceptical.

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