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A better way to SBA

SBA Lending: Simplified.

Are you wanting to purchase an existing business or buy out your partner? Business acquisitions make up over 95% of the projects we work on.
About Us

What We Do

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SBA Loan Consulting

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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Business Planning and Projections

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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Business Formation

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 simple process

01

Pre-Qualify fast

If we don't think we can pair you with a lender, we won't waste your time.

02

Gather Documents

Our SBA experts help you gather and complete the necessary documents for our lender's review.

03

Just Relax

You focus on your business while we take care of the funding.

Testimonials

Hear what our clients have to say about working with us

"Nothing but the best to say about Zach. Thanks to his ongoing help, I can purchase another business in Raleigh, North Carolina. Zach is knowledgeable and excellent at what he does. In addition, he provides me with all the information and guidance that make the process much less stressful for me."
- Chau Ng
"I highly recommend this service if you need an SBA loan as Zach is high educated and experience in this process and will get the job done!"
- Thomas S.
"If your looking for personal attention from a true professional to guide you through the loan process then look no further. Zach was always available to me, always willing to lend a helping hand, and always had the answers to my questions."
- Richard S.

Loan Stories

Impossible? Prove It.

The business specialized in casino game machine refurbishment and sales, and they were STRONG. The buyer had about 2.5% of project costs in liquidity, light assets otherwise, and a not-so-great personal credit score. He did have a decent amount of managerial experience, but nothing that would really blow you away.

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I'll make it happen..

"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.

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Cue the Confetti

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.

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Questions?

Drop us a note and we'd be happy to set up a time to chat.

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