We are SBA experts 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.
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 not offered as standalone packages.
Our propriety software connects business owners and buyers, their brokers or agents, and the lenders that fund SBA projects seamlessly. All clients gain exclusive access to the system which makes the process more transparent and cuts down on information lag.
If we don't think we can pair you with a lender, we won't waste your time.
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.
"She is in NO WAY strong enough for this loan in the VI. We would not be interested at all." Was the response I got from them. It's one thing to bounce something like that off of me, and it still stung a bit.
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.
"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.