Our Firm

WHAT WE DO: We teach companies how to prepare for the lending process and get approved for business loans. We ideally want to position our clients to be able to choose their lender instead of hoping to be chosen by a lender. We teach companies how to prepare for the lending process and get approved for business loans.

  • We consult
  • we develop funding strategies
  • we prepare 
  • we connect borrowers to lenders that can help

WHY WE DO IT: We thrive on helping our clients prosper. Far too many customers get declined for loans, because they don’t know what it “really takes” to qualify and stay qualified. For most companies the lending process: 

  1. Is complex and frustrating
  2. Requires them to makes changes to achieve success
  3. definitely requires knowledge, wisdom and strategy 

WHEN & WHERE: We are available Monday through Friday 9:00 – 5:00. We can easily be reached by scheduling a phone appointment, so we can learn more about your needs. 

HOW WE HELP YOU WIN: Our firm knows the inside scoop on how to get it done. We help you build a sustainable funding strategy. Our model will empower you with knowledge and enable you to   replicate your lending success year after year.