Services

We Follow Simple Steps

01.
Discovery Consultation

Conduct a comprehensive client consultation and business analysis to identify strategic opportunities and guide improvement initiatives.

02.
Financial Assessment and Package Creation

A thorough financial analysis culminates in a customized package offering insights, projections, and strategic recommendations aligned with client goals.

03.
Evaluate Approval Options with Client

Evaluate approved lending options to determine the most favorable terms and conditions aligned with the client’s objectives. 

Business Consulting
  • Uncovering client needs.
  • Collaborative goal setting.
  • Review current business strategy.
  • Current business struggles.
  • Customized financial solution.
Preparing Loan Application
  • Application optimization and Submission
  • Loan readiness and assessment
  • Lender match and strategy
  • Document mastery package
Business Financial Package Preparation
  • Business plan and projections
  • Financial statement analysis and optimization
  • Credit profile enhancement
Loan Negotiation
  • Negotiate for most competitive interest rates
  • Term to align with business goals
  • Loan covenant negotiation
  • Refinancing strategy development and execution

Types of Loans

Factoring
Factoring loans provide businesses with immediate liquidity by monetizing accounts receivable, enabling enhanced cash flow management and operational flexibility without incurring traditional debt.
Equipment
Equipment loans are available to finance essential business machinery. These loans offer options for businesses to acquire necessary equipment while preserving working capital.
Manufacturing
A manufacturing loan offers tailored financing to help manufacturing businesses invest in equipment, expand production, and manage operational costs, ensuring competitiveness and efficiency in a dynamic market.
SBA
An SBA loan is a government-backed financing option that offers small businesses favorable terms, including lower down payments and longer repayment periods, enabling entrepreneurs to invest in growth and expansion.
Conventional
Conventional Loan provides businesses with flexible financing for purchasing or refinancing commercial properties. 
Hard Money
A hard money loan is a short-term financing option secured by real estate, primarily for investors needing quick capital. These loans prioritize the property's value over the borrower's credit, enabling fast approvals for urgent acquisitions or renovations.
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