Financing Support

At Rise, we work with our clients to provide financing support solutions by analyzing the client’s financial health, identifying funding needs, and creating tailored strategies.

With a deep understanding of our clients’ operations, Rise collaborates with potential lenders and investors to ensure we target the right type of lending tailored to your individual business needs. We empower our clients to secure the necessary financing while maintaining financial stability.

Our financing support services include

  • Collaborating with lenders to holistically review and assess financing needs and supports
  • Reviewing lending agreements and related documents including covenant analysis, reporting requirements and ensuring alignment with business goals and objectives
  • Loan application assistance – compile and organize all necessary documentation, including detailed financial statements, cash flow projections, and business plans for submission to lenders and potential investors
  • Leading lender communication and acting as an intermediary between the client and lenders to address ongoing communication and information needs
  • Post-Funding Support: Assist with monitoring loan compliance and repayment, ensuring the funds are managed effectively to meet the client’s financial goals.
Contact Us
Quick Tax Facts
Discover key tax changes and download the complete Quick Tax Facts 2025 document for all the details.
Careers
Grow and develop your skills. We provide the support, the tools, and the know-how to help you advance in your professional career.
Get Insights
Sign up to receive our latest newsletter.