Our Financial Advisory Services

Financing | Fundraising

We provide financing and related services that clients need to grow and expand. 


Through our nationwide relationships with a deep network of funding sources, we provide clients with a broad range of financing options and services.  We have the capacity to finance a wide variety of needs from $75K to $50MM or more. 

We specialize in financing:

  ●  Pre-revenue, seed and startup operations

 ● Growth & hyper-growth

  ●  Short term working capital and cash flow stabilization

  ●  New and used technology, equipment, vehicles, fleets, and fixed asset acquisition

    Intellectual Property and Technology 

  Contractor & sub-contractor project financing   

Real estate acquisition, development & construction  

    Business acquisition, mergers, buy-out, & exits

  Turn-around, distressed, and re-structuring situations


 We understand the importance of closing quickly and have a simplified process that gets you ready and allows us to respond swiftly to meet your needs.

Financing Preparation

Businesses fail to secure financing because they're unprepared. 


Here's what the financing community sees:

  Businesses don’t tell a highly compelling story that "sells" in language financing sources like and understand. . 

  Financial information doesn't exist, is old, inaccurate, poorly prepared, or unrealistic.  

  There is no clear "plan" forward showing how the money will be used, the expected results, and how those results will produce the funds to repay the financing.      

  They lack credibility. They don't have the financial expertise working on their behalf. 

   Companies wait until it's too late.  


Success in raising financing is a process that has to start well before the funding is required.  The later one waits the higher the probability of rejection and denial.


Here is where we excel.  We start working with you well before you need the funds. We construct a complete financing package that "sells" and answers all of the questions before they're asked.

.  We become your most ardent advocates and manage the process so you don't have to. Most importantly we provide the credibility and expertise  financing sources seek.