About Us
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.
About Us
Our Principals
What We Do
Each of our principals has several decades of experience in institutional finance. We come from Wells Fargo, Bank of America and publicly traded hedge funds. We held positions such as Chief Credit Officer, Underwriter, Projection Analyst, Management, Asset Recovery and etc. In other words, we have been there and done that. As a boutique consulting service, our belief in family, community, and small businesses like yours is at the heart of our mission.
We work directly with one established SBA guarantee lender with whom we have a 20 year relationship and relationships are vital in this industry. Most planners take borrowers best guess on projections and then build a plan to support the numbers. We turn that on its head. We take the best guess of the borrower and then do a deep dive into proprietary data and work with you to develop a realistic plan for your business.