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.
Button TextIf 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.
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.
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.
