Sursum Terra

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Services

Tailored Financial Solutions for Your Business Success

Unlock the full potential of your business with our personalized financial services designed to meet your unique needs and drive your growth forward.

Total Support Package

Involvement in the financing process from start to finish to help you get the best deal possible approved and funded

  • Comprehensive Review (see below) of business and all required financial information in advance to strategize on financing objectives and approach
  • Engaging multiple Financial Institutions in the Request for Proposal Stage on your behalf
  • Assistance with compiling and delivering documents in the appropriate manner
  • Communication with Financial Institutions throughout the underwriting, approval and funding processes on your behalf and delivering regular updates as needed
  • Advising on and negotiating interest rate, covenant structure, security structure, and fee structure
Ideal Client Profile
  • You are in the process of obtaining new financing between $1,000,000 and $20,000,000
  • Owner, CEO, CFO, or Controller value having more time to focus on operations, thus outsourcing majority of the financing procedural tasks
  • Value a trusted opinion throughout the process even if you take the lead on managing the process with the Financial Institutions
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Comprehensive Review

Report delivered to you providing a total analysis of your business and it’s financing arrangements from the perspective of a Commercial Bank, covering 30+ sections of analysis

  • Summary, key takeaways, and actionable advice as it relates to interest rates, covenant structure, security structure, fee structure, loan analysis, financial statement analysis, and much more.
Ideal Client Profile
  • You are in the process of obtaining new financing between $1,000,000 and $20,000,000 whereby the actionably advice can provide most value
  • Owner, CEO, CFO, or Controller have the sufficient time, resources and market knowledge to manage the financing process from RFP to funding stage on their own
  • You are not in the process of obtaining new financing but value having a clear understanding of how your business is viewed by the Banks
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Covenant Outsourcing

We will manage your covenant obligations; monthly, quarterly and annually

  • Scheduled collection of required documents
  • Calculate required covenants and provide you with a clear and concise analysis from the Banks perspective as well as any relevant suggestions
  • Deliver documents and calculations to your Bank on your behalf, reporting back to you as required
Ideal Client Profile
  • You want to outsource covenant reporting and calculation so you can focus on running your business instead
  • You value knowing where you stand at any given point in time and having easy to understand analysis on your business operations
  • You have monthly, quarterly, and/or annual financial covenants to test
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Above and Beyond Health and Wellness Package

Limited number of Owners/CEO’s taken on for this program, interview process required

  • Regularly scheduled one-on-one coaching for fitness, nutrition, and mentality
Ideal Client Profile
  • You are an Owner/CEO who is high performing and looking to gain an additional edge in your personal life and business
  • Located in the Greater Toronto Area and available to meet in-person
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