Our team of principals boasts several decades of experience in the finance industry, allowing us to leverage a wealth of knowledge and expertise. Having previously worked for large publicly traded direct lenders, we have firsthand experience witnessing both the positive and negative impacts on borrowers when engaging with such companies. While acknowledging the presence of talented individuals within these large institutions, the inherent scale often hinders the ability to provide the necessary personalized attention to each client’s file. As a boutique consulting service, our belief in family, community, and small businesses like yours is at the heart of our mission.
So, who are we? We are passionate, driven, and dedicated – just like the small business owners we serve. Our commitment extends to ensuring that your capital and consulting needs are met with the same fervor.
Working with a small business loan consultant for (SBA) 7(a) loans, there are several advantages to consider. Small business consultants often have a broader understanding of business operations beyond just brokering the financing aspect. We can provide strategic advice on business planning, operations, management, marketing, and other areas that can be important when seeking an SBA 7(a) loan. We can also help you understand how a loan could fit into your overall business strategy and what you need to do to optimize your chances of securing such a loan.
Consultants help prepare the necessary documents and financial projections required for a SBA 7(a) loan application. Our expertise in business planning, operations and projections can be especially valuable here. Whether acting as a multi-faceted consultant or simply acting in a broker capacity, we are dedicated to your business needs.
Drawing from our experience in management, underwriting, analysis, and processing, we bring a distinct perspective that goes beyond the conventional sales-oriented approach. Our diverse skill-sets empower us to best represent your business to the credit decision makers for the strongest probability of approval. Moreover, we commit to meticulously tracking your file throughout the process, ensuring its progress remains visible and unimpeded, thus eliminating the risk of it getting lost in the system.
