Services
3 Tier Service - Life Made Simple
SIMPLE
COMPREHENSIVE
CONSULTANCY
We believe in complete transparency. We are not a broker. Our fees are simple, and our service is clear. Nice isn't it?
SIMPLE (up to £150k funding proposal only)
This is an efficient assessment of your funding plans including a written report. Suitable as an early management tool to determine likelihood of funding and how to improve chances of success.
Includes:
Includes:
Basic Viability Analysis
Bank Benchmarking for funding
Simple Viability Report to the Management Team
LTV, Debt Service, CashFlow, Interest Cover, Stress Test
Bank Benchmarking for funding
Simple Viability Report to the Management Team
LTV, Debt Service, CashFlow, Interest Cover, Stress Test
COMPREHENSIVE (up to £5m funding proposal max)
This is a comprehensive service and our most popular tier. Consultancy led advice including material engagement with the management team.
Includes:
Includes:
Comprehensive fact finding and site visits
Comprehensive Report that can be used as a Funding Proposal for your bank or other provider
Essential tool to formulate your business plan
Comprehensive Report that can be used as a Funding Proposal for your bank or other provider
Essential tool to formulate your business plan
Bank Benchmarking for potential covenants and internal triggers
Financial Analysis of last 3 years Annual Accounts
LTV, Debt Service, CashFlow analysis, Stress Testing
Sector Commentary and Trends
Debtor, Creditor Analysis
SWOT / PESTEL
Management Team Analysis
Clear Recommendations
LTV, Debt Service, CashFlow analysis, Stress Testing
Sector Commentary and Trends
Debtor, Creditor Analysis
SWOT / PESTEL
Management Team Analysis
Clear Recommendations
CONSULTANCY
This is a strategic consultancy led report to help your business realise it's ambitions. The Secret Banker will also act as a facilitator and engage with your bank.
This service is only available to Limited Companies. We cannot provide this service to individuals, partnerships or other incorporated bodies.
Includes;
This service is only available to Limited Companies. We cannot provide this service to individuals, partnerships or other incorporated bodies.
Includes;
Everything in the Comprehensive package
Facilitator for you and your bank (maximum periods apply)
Retainer Service
Facilitator for you and your bank (maximum periods apply)
Retainer Service
VALUE FOR MONEY
WITH REAL BENEFITS
Significant savings over a traditional credit broker relationship
COMPARISONS
Significant savings over a traditional credit broker relationship
COMPARISONS
EXAMPLE ONE
£150,000 Funding
Broker Upfront Fee 0.5%
Broker Funding Fee 1.5%
Total Broker Fee £3,000
Secret Banker
Simple Package
SAVING£1,500
£150,000 Funding
Broker Upfront Fee 0.5%
Broker Funding Fee 1.5%
Total Broker Fee £3,000
Secret Banker
Simple Package
SAVING£1,500
EXAMPLE TWO
£500,000 Funding
Broker Upfront Fee 0.5%
Broker Funding Fee 1.5%
Total Broker Fee £10,000
Secret Banker
Comprehensive Package
SAVING £7,000
£500,000 Funding
Broker Upfront Fee 0.5%
Broker Funding Fee 1.5%
Total Broker Fee £10,000
Secret Banker
Comprehensive Package
SAVING £7,000
EXAMPLE THREE
£1,000,000 Funding
Broker Upfront Fee 0.5%
Broker Funding Fee 1.5%
Total Broker Fee £20,000
Secret Banker
Comprehensive Package
SAVING £17,000
£1,000,000 Funding
Broker Upfront Fee 0.5%
Broker Funding Fee 1.5%
Total Broker Fee £20,000
Secret Banker
Comprehensive Package
SAVING £17,000
Remember, we consult YOU, not your Bank. We do not introduce you to a financial intermediary.
You own the independent work and you are empowered to move your business forward with the funder of your choice.
This enables you to quickly get the right deal, at the right price.
The Secret Banker....ssshhhh! Banking just got interesting.
You own the independent work and you are empowered to move your business forward with the funder of your choice.
This enables you to quickly get the right deal, at the right price.
The Secret Banker....ssshhhh! Banking just got interesting.
Terms & Conditions Apply for all packages. All services are clearly defined prior to engagement.
The Secret Banker is a fee based advisory service and you are not guaranteed funding as a result of using this service.
The Secret Banker does not act as a Credit Broker and will not make financial introductions for you.
Clients need to supply their own Management Information and Annual Accounts amongst other essential information.
The Secret Banker is a fee based advisory service and you are not guaranteed funding as a result of using this service.
The Secret Banker does not act as a Credit Broker and will not make financial introductions for you.
Clients need to supply their own Management Information and Annual Accounts amongst other essential information.