What we do for companies
Obtain Capital to Grow Your Business
Startup Funding
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.
SBA Loans
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.
Non-SBA Loans
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.
Fractional CFO (Chief Financial Officer) services
Financial Management
Cash-flow analysis and management that allow you to focus more on growing your business and less on running out of money.
Growth Strategies
Get help determining which products/services to invest in, and establish go-to-market strategies, and pricing structures.
Capital Management
Analysis of your current financing structure and recommendations for how to add growth capital or consolidate/eliminate capital constraints.
What we do for business owners and Founders
Grow & Protect Your Net Worth
Financial Planning
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.
Asset Protection
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.
Wealth Accumulation and Preservation
Together we will establish a plan for building and preserving the wealth you are building.