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Maple & Oak

A profitable neighborhood bakery for nine years

Financial Track Record

Use of Funds

Each dollar mapped to a specific purpose

  • $185K Leasehold improvements
  • $80K Kitchen equipment
  • $35K Initial inventory
  • $20K Working capital reserve

Projected Annual Revenue from Second Location

$410K

Conservative estimate based on foot traffic analysis and existing location performance scaled to new neighborhood demographics

Repayment Ability

Projected cash flow comfortably exceeds annual debt service with 1.6x coverage ratio

Collateral & Security

Asset Appraised Value Lien Position
Kitchen equipment (existing) $142,000 First
Kitchen equipment (new) $80,000 First
Personal guarantee — Greta Lindholm Unlimited
Accounts receivable $28,000 Second
Total collateral coverage $250,000 78% LTV

Management Team

Greta Lindholm

Owner & Head Baker
18 years commercial baking
Culinary Institute graduate

Marcus Chen

Operations Manager
12 years retail ops
ServSafe certified

Sofia Ruiz

Pastry Lead
9 years specialty pastry
James Beard semifinalist

1847 Riverside Avenue

New location: 2,200 sq ft, high-visibility corner, foot traffic 4,800/day

Loan Request

$320K

Five-year term

DSCR 1.6×

Monthly payment $6,180 • Total interest $50,800 • Fully amortizing

Approve a $320K,
5-year expansion loan

Greta Lindholm, Owner

greta@mapleandoakbakery.com • (503) 555-0147