Accountant · Conversation guide
The objective
Establish the purchase, refinance or investment goal and the client’s desired timing.
The records
Identify available returns, year-to-date financials, ownership information and business statements.
The coordination
With the client’s permission, introduce the relevant financial context. IIMBC will coordinate the financing-document discussion.
Your introduction stays connected.
Include your name, firm, contact details and the client’s preferred next step. We bring service, strategy and follow-through to the financing side.
352-300-8145 · info@iimbc.com