Loan Brokerage:

• Review current & past records with accountants for the orginazation.
• Evaluate the Budget.
• How is the organizaion handling assets & records?
• Is there an IRS nonprofit status (501 C3)?
• Can the dream or vision be realized?
• Determine best method in obtaining goals & vision.
• Is the current organization a functional structure?
• Evaluate how the organization is divided between staff & volunteers.
• Assist in the preparation of loan packages for lenders.
• Review fund raising programs - assist in obtaining the appropriate program.
• When Pastor, CEO dies or retires what is the procedure to continue on?