As 3x startup founders, as well as startup investors ourselves, our team can help you get "investor-ready" and connect with our network of hundreds of investors.
Our team led a top SBA lender, so we know what it takes to get approved for an SBA loan. Not only can we help you prepare your application, but we can introduce you to our network of approved SBA lenders.
SBA loans are not always the best option for some companies. That's why our network includes other loan sources such as DSCR, asset-based, and hard money lenders.
Cash-flow analysis and management that allow you to focus more on growing your business and less on running out of money.
Get help determining which products/services to invest in, and establish go-to-market strategies, and pricing structures.
Analysis of your current financing structure and recommendations for how to add growth capital or consolidate/eliminate capital constraints.
We work with entrepreneurs to help them build a financial plan so that, like their business, they have an executable plan to help them achieve their financial goals.
From the right types of insurance to buy-sell agreements, we work with our clients to help make sure they have the right asset protections in place.
Together we will establish a plan for building and preserving the wealth you are building.
The Harold Louis Group is the holding company for the Patrick family office.
The company is named after our family members, 4x Harolds and a Louis.
Our business model allows us to focus on working with fewer clients so that we can provide a high-touch service.
We've have sourced over $800,000,000, and growing, in capital.
We've been in your shoes.
Our team is made up of C-level banking executives, as well as business entrepreneurs and startup founders.
Plus, we have a vast network of over 200+ capital allocators.