Preferred Financial Consulting

Supporting your needs for business advice and management consulting

We have compiled a list of frequently asked questions for many of our specialty areas.

Follow the link to the desires topic which includes the sample questions:

·  SBA loans and Packaging

Why should I apply for an SBA Loan?

What is SBA Loan Packaging?

What can I expect in the way of terms, fees and expenses for my loan?

· Business Risk

Why should I have a business risk analysis completed?

What are banks looking for?

Do I have to guaranty a loan?

· Business Plans

Is there an inexpensive way to complete a business plan?

Does it matter what format I use in my business plan?

· Financial Projections

Why must projections reconcile to historical financial statements?

· Typical Retainer Agreement


FAQ — Frequently Asked Questions

Criteria of emotional maturity:

The ability to deal constructively with reality.

The capacity to change.

A relaxed freedom from symptoms that are produced by tensions and anxieties.

The capacity to find more satisfaction in giving than in receiving.

The capacity to relate to other people in a consistent manner with mutual satisfaction and helpfulness.

The capacity to sublimate, to direct one’s instinctive hostile energy into creative and constructive outlets.

The capacity to love.

William C. Menninger, MD


To contact us:

Preferred Financial Consulting or

Preferred SBA Packaging

8863 Greenback Lane #210

Orangevale, CA 95662

Phone:     916-965-0141

Fax:          916-471-0471

Cell:         916-390-2966