Advisory Services for Clients Seeking to Capitalize or Recapitalize their Businesses
We are committed to earning our client's trust through consistently superior advice and unfailing service, professional conduct and complete commitment.
CAPITAL STRUCTURES
Our lending options include SBA loans, bridge loans, commercial loans, recapitalization loans, working capital, CRE loans, C&I loans, USDA B&I loans, HUD loans, lines of credit, green program funding, farm credit funding, equipment financing, federal grant programs, asset-based funding and mezzanine financing.
FINANCING SOLUTIONS
We help our clients to access capital quickly with the right financing solutions from our deep network of
conventional and commercial banks, online banks, direct and marketplace lenders, credit unions, CDC’s and private investors.
SPECIALIZED FUNDING
Our advisors facilitate loan programs encompassing minority group business owners including Hispanics and Lationos, African Americans, Asians, American Indians, Pacific Islanders as well as rural and vertical farms, “Green” businesses and small businesses owned by women or U.S. Veterans.
SMALL BUSINESS GRANTS
Navigating the grant space is a lengthy, complex and confusing endeavor. We provide top-level expertise that helps to simplify the grant-seeking process while maximizing the potential for grant funding success.
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Our grant writers deliver comprehensive services
that include managing grant eligibility and criteria
requirements, document preparation & submission,
overseeing RFP's and preparing, submitting and
tracking your applications.
PREDICTIVE FORECASTING
We custom blend data metrics and predictive modeling analytics to forecast financing approval or decline outcomes by analyzing various equity, debt, liquidity and solvency ratios which cumulatively yield loan repayment ability, creditworthiness and loan criteria compliance.
Data driven ratios include Global and Local Debt Service Coverage, Debt-to-Income, Cash Flow Analysis, Loan-to-Value, Assets-to-Equity, Loan Life Coverage, Total Liabilities-to-Total Assets, business and personal credit scores and FICO Small Business Scoring System.
LIAISON RESOURCES
Customized services include communicating directly with appraisal, engineering, environmental, legal, accounting, field inspection, verification, title and inventory auditing firms and we are available to schedule and coordinate on-site appointments with inspectors, notaries, auditors, appraisers, architects, engineers and project managers.
DOCUMENT REVIEW
We help clients collect, organize, review and edit required standard and specialized documents for accuracy and compliance prior to uploading them to a bank portal or submitting them to our network of financial institutions, financing companies and direct lenders.
