Non-Loan Services

Just because it's working doesn't mean there's not a better way.  Let us help you improve your processes and increase your efficiency. Imagine reducing the time it takes to handle day to day operations or automating it all together.  What could you or your team do with the extra hours each week?  Additionally, many times, when a business is defrauded, the source of the fraud is internal.  We will audit your pay/receive processes to help you identify any gaps in security that could make your company vulnerable. 

Do you have a fire in your belly and a dream in your heart? Do you have a ton of ideas swirling around for a new business? Sometimes the first challenge to becoming a small business owner is articulating the idea and creating a path to follow.  Let us help you go from "I've got a great idea" to "OPEN FOR BUSINESS".  We will take you on a journey that helps you organize and prioritize the steps.  We will help you gather the information you need to consider and provide a creative sounding board to vet ideas.  At the end of the journey, you will have a business plan and financial projections to use as your road map to success. When it comes to developing a business plan, let us be your guide. 

Do you need a business plan with financial projections to accompany your SBA loan request? How great would it be to have help from an insider? We have been lenders, SBA Officers and Underwriters! Let us help you craft a compelling story that will give you the best chance for an approval.  

Have you already tried to write your own plan or build your own projections and just need a little help getting everything organized and assembled?  We can help with that too.  We will do as much or as little as you need.  The competition for SBA money is fierce.  Give your loan request the best shot with a business plan that includes all the information a lender needs to make a decision.

If you are ready to borrow, but your credit isn't... we may be able to help.  We understand the components of a credit score and can make recommendations and consult with you to get your scores where they need to be.  Some situations can be resolved quickly by making a few tweaks to the way you use credit or the type(s) of credit you use.  

Do you have questions related to the business loan application process?  Are you trying to fill out a form and just need a little advice? Do you have big dream that needs to be broken down into smaller executable steps?  Do you need help figuring out which credit product you should use for a particular project? Whatever the need, we have a consulting time frame to match it.