We are consultants at heart. Many brokers earn their living by connecting lenders and borrowers, and that connection is obviously important. We take things several steps deeper and coach all of our clients throughout the entire process.
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You can have the option of utilizing our bookkeeping and business planning software with or without our oversight. If you aren't a pro at keeping up with your finances just yet, we'll help stay on track. These services are also offered as standalone packages.
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Forming an entity can be daunting, but it doesn’t have to be. We’ll help you figure out what type of entity you should set up based on your circumstances and our experience.
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Our SBA experts help you gather and complete the necessary documents for our lender's review.
You focus on your business while we take care of the funding.
"Yeah.. I won't ever hear from him again." I thought to myself as I got off the phone call. I casually moved the file into the maybe pile, and didn't think twice about following up.
The Paximadakis family called me with nothing more than an idea and a long history of living and breathing the hospitality industry. They had just enough of all the ingredients needed to make a restaurant acquisition, but they couldn't find a way to blend them all together.
Tom called us back in January and had been looking for funding to start manufacturing a new camper trailer he had designed. He called it the Incognito as it really just looks like a pull behind trailer, but inside was complete with everything you'd need to get off the grid for a long weekend.
