Free resources

The tools lenders expect to see. Free.

Every resource on this page is free. No purchase required. These are the same tools Farfalla uses with clients — organized so you can present your financials the way a lender wants to see them.

Free download

Personal Financial Statement

A fillable personal financial statement in the format most SBA and conventional lenders require. List your assets, liabilities, and net worth — the document your banker will ask for on day one.

Download the PFS

Excel and PDF versions included

Free — no sign-up

Free DSCR Calculator

Enter your net operating income and existing debt service. See your coverage ratio, whether you clear the lender minimum, and the maximum loan your cash flow can support. No sign-up required.

Run the calculator

Results in under 60 seconds

Free download

Lender-Ready Starter Package

Four editable tools in one download: 13-week cash flow forecast, business debt schedule, DSCR workbook, and a 22-item lender-package checklist. You supply your financials — the package gives you the structure.

Get the package

Sent to your inbox

Monthly engagement

Work with Farfalla — and cut your success fee in half.

Clients on a monthly retainer engagement with Farfalla Financial qualify for a 50% reduction on the debt financing success fee under their written agreement. The standard success fee is typically 75 bps to 2.5% of the funded amount — retainer clients pay half that.

Success fee comparison

Without retainerStandard: 75 bps–2.5% of funded amount
Retainer clientsRetainer clients: 50% of the standard fee
Monthly engagements start at $2,500

Scope and pricing are determined after a free 20-minute assessment.

Book a free 20-minute assessment

The assessment is free. Andrew will review your situation and tell you exactly where you stand.

What a monthly engagement includes

Capital planning and debt strategy
Financial and lender-readiness review
Lender communications and outreach
Financing-package preparation
Transaction management through closing
Interim CFO and CPA support (when in scope)

Common questions