Tier 2 · Partial Review

Find out why your loan was rejected or downsized — and exactly what to fix before you apply again.

A deeper review covering your full Profit & Loss and Balance Sheet, with real solutions you can act on — plus a working call with your analyst to walk through everything.

✓ Includes everything in the Basic Review
  • Complete review of your P&L — every issue, not just the top 3
  • Top 3 issues identified in your Balance Sheet
  • Top 5 credit ratios across both statements
  • Solutions and recommendations for each issue found
  • 1-hour working call with your analyst
  • 1 intermediate written review report
$7,997one-time engagement

Secure checkout · Report + call within 7–10 business days · Fully confidential

What's included

Everything you get with the Partial Review

Everything in the Basic Review

The business model critique, rejection diagnosis, and P&L-only red flags from Tier 1 — all included here as the starting point.

Complete P&L Review

Not just the top 3 issues — every red flag in your Profit & Loss statement, fully identified and explained.

Balance Sheet Review

The top 3 issues in your Balance Sheet most likely to concern a lender — leverage, related-party items, or asset quality concerns.

Top 5 Credit Ratios

The five ratios across your P&L and Balance Sheet that carry the most weight in a lender's decision, explained in plain terms.

Solutions & Recommendations

Every issue identified comes with a specific, actionable recommendation — not just a list of what's wrong.

1-Hour Analyst Call

A working call with your analyst to walk through every finding, ask questions, and confirm your next steps.

Your Intermediate Report

A complete written report covering the full P&L and Balance Sheet review, the 5 ratios, and all recommendations.

How it works

From purchase to call, in five simple steps

1

Submit your P&L and Balance Sheet

After checkout, you'll receive a simple upload form for your most recent 12 months of financials.

2

We review both like a lender would

Your analyst reads both statements the way a credit committee will — every issue, not just the obvious ones.

3

We build your recommendations

For every issue found, we prepare a specific, actionable recommendation — not just a diagnosis.

4

You get on a call with your analyst

A 1-hour working session to walk through every finding, answer your questions, and confirm what to do next.

5

You receive your intermediate report

Everything from the review and the call, written up so you can act on it or share it with your team.

What actually separates us from a broker

A broker checks your documents. We rebuild your credit story.

Most loan brokers and loan officers are checking whether your paperwork is complete and your file matches a checklist. That's not the same job as figuring out why your numbers look the way they do, and what specifically to do about it — for your business, in your industry, not a generic template.

What being unprepared can actually cost

In one of our client's cases, getting the structure wrong meant leaving real money — and real time — on the table.

$560,000
Funding gap between a generic approval and the right structure, on a $1.4M request
60–90 days
Typical delay when a request first goes to the wrong type of lender
$288,000
Revenue placed at risk from just 60 days of delay in this scenario

Figures shown are illustrative, drawn from a specific fictional case in our sample report — not a guarantee or average for any actual engagement. See the full scenario in the sample below.

The typical broker / loan officer

Talks about your documents

  • "Submit more bank statements"
  • "Your file is missing X document"
  • "Talk to your accountant about this"
  • "Improve your profitability" — with no specific path to do it
  • Applies the same checklist to every client, every industry
What we actually do

Rebuilds the credit story itself

  • Finds the specific number that's wrong, and why it's wrong
  • Builds a structural fix — re-casting, restructuring, or re-routing — not a to-do list
  • Tailors every solution to your industry's actual economics
  • Quantifies the before-and-after impact, not vague encouragement
  • No two clients get the same playbook — because no two situations are the same

The same surface complaint. Three completely different fixes.

This is the part a document checklist can't replicate — because the right fix depends entirely on the industry underneath the number.

Fleet & logistics
Complaint: "Leverage is too high"
Our fix

Reframe the credit story around asset coverage, not whole-company leverage, and route the equipment portion to a lender that prices collateral correctly.

Healthcare practice buy-in
Complaint: "DSCR is too thin"
Our fix

Re-cast the retiring owner's compensation to fair-market level, then bridge the remaining gap with a subordinated seller note.

Specialty food manufacturer
Complaint: "Customer concentration risk"
Our fix

Document the multi-year retail supply contract as a structural offset and finance against it directly.

See it in an actual report

Sample · redacted
P&L Findings
Balance Sheet Findings
Top 5 Credit Ratios
Solutions — shown in full, every time
In the Full Review+ Cash Flow, Notes to the Financials, 30+ ratios, 8 weeks of hands-on support, loan structuring & sizing

We redact client findings in every sample because your numbers are yours alone. The Solutions section is shown in full so you can see exactly how deep the thinking goes before you commit.

View the sample report
Is this the right tier?

Who the Partial Review is built for

This is for you if —

  • You've already been rejected or downsized and want real solutions, not just a diagnosis
  • You want your Balance Sheet covered, not just the P&L
  • You want a call with your analyst to ask questions directly

Consider the Basic Review if —

  • Your question is only about the P&L
  • You want a fast, lower-cost first read before committing further

Compare all 3 tiers →

Consider the Full Deep Dive if —

  • You also need Cash Flow and Notes to the Financials reviewed
  • You want hands-on support through actual submission, not just a report
  • You need help with loan structuring, sizing, or a rejection-recovery guarantee

Compare all 3 tiers →

Before We Accept Any Engagement

We do not accept every engagement. We only take cases where we believe we can add value.

Every review requires real analyst time. If we do not believe we can help you improve lender readiness, understand your rejection risk, or strengthen your funding story, we would rather tell you before you spend a dollar.

We look for

  • Business owners serious about obtaining financing
  • Companies willing to improve their financial story
  • Situations where lender delay, rejection, or downsizing has real cost
  • Owners who value direct credit-side feedback

We usually decline

  • Clients looking for guaranteed approvals
  • Businesses unwilling to provide complete information
  • Owners who only want confirmation they are already perfect
  • Situations where our work would not justify your investment

Why we are selective

Our work is not about selling reports. It is about identifying what may stop a lender from saying yes. Sometimes the most valuable answer is: fix this first, do not submit yet, or restructure the request before approaching the bank.

Start The Assessment

Answer the 7 questions we use to assess mutual fit.

Your answers help us understand whether your situation is suitable for Basic Review, Partial Review, Full Deep Dive, Fractional Credit CFO, or no engagement yet.

We do not recommend a package until we understand the funding problem, the cost of not solving it, what you have already tried, and what may stop you from moving forward.

Business details

The 7 questions

Start with reality: who you spoke to, what was submitted, what the bank said, and where things stand today.
Documents, cash flow, loan amount, collateral, DSCR, tax returns, projections, lender appetite, or something else.
This helps us understand whether the review is economically justified.
This is important. If you have already tried the obvious fixes, the issue may be deeper than documentation.
Tell us what success means: approval, larger amount, better terms, acquisition close, expansion, refinance, or clarity.
Business partner, spouse, CFO, accountant, board, broker, investors, or only you.
Price, timing, partner approval, trust, confidentiality, not convinced, already have a broker, or unsure this helps.
This tells us what is really sitting in your mind.

Submitting this form does not create an engagement. We will review your answers and recommend the appropriate next step if we believe there is a mutual fit.

Active Professionals. Private Identities.

Real analysts, not generic consultants.

The analysts behind our work continue to operate within credit, finance, banking, and institutional-style analysis environments.

Because of ongoing professional obligations and confidentiality requirements, we do not publicly disclose individual identities.

You are paying for current credit-thinking — not retired theory.

What you get instead of public bios

  • Reports written using real credit-analysis logic
  • Direct explanation of likely lender concerns
  • Independent view, not broker-driven optimism
  • Practical recommendations based on lender-readiness
  • A private second opinion before your bank sees the file
Common questions

Partial Review — frequently asked questions

What do I need to submit?

Your business's Profit & Loss statement and Balance Sheet, ideally covering the most recent 12 months. We'll send a simple upload form after checkout.

How long does it take?

Your written report and call are completed within 7–10 business days of us receiving your financials.

How does the call work?

A 1-hour video or phone call with your analyst, scheduled after your report is drafted, to walk through every finding and answer your questions directly.

Is my information kept confidential?

Yes. Your financials are reviewed only by your assigned analyst and are never shared with any lender, broker, or third party.

Does this guarantee my loan will be approved?

No. This is an independent diagnostic and advisory review, not a guarantee of any lending outcome.

Can I upgrade to the Full Deep Dive later?

Yes. If you upgrade within 60 days, the $7,997 you paid is credited in full toward your Full Deep Dive engagement.

Get solutions, not just a diagnosis — in 7–10 business days.

$7,997 one-time engagement
Compare all 3 tiers

Creditmirror provides independent credit-readiness analysis for informational and planning purposes only. We are not a lender, loan broker, accountant, auditor, attorney, or licensed financial adviser, and this review does not guarantee any lending outcome.