Client specific solutions to
Help Businesses Obtain the Funds They Need
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Loan Consulting |
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Financial
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Business
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Training &
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Now’s the best time ever to refinance – I can get you a business loan at the best rates and terms possible.
After spending decades in the banking industry, I help business clients obtain loans at the best rate and terms in the market, saving them on average 0.5%-2% on the interest rate and up to 1% on the bank origination fee. This results in hundreds, if not thousands of dollars in savings per month/year.
I leverage my relationships with Senior and Executive bank leaders at a host of banks. I help you obtain multiple terms sheets and then work with you and the bank through the approval process, commitment letter, and loan closing.
I review all the loan documents to make sure you are not agreeing to any egregious prepayment penalties or one-sided loan default language. Lastly, I make an otherwise bumpy loan process, smooth.
I not only help you get the loan, but more importantly, I help advise you on deploying the capital into your business to maximize earnings.
Every organization has unique funding needs and cash-flow challenges. I have years of experience working with thousands of companies across a range of industries, all with varying financial needs. I will work with you 1-on-1 to understand your specific requirements and facilitate funding best-suited for your business.
I help you get a loan at the best rate and terms in the market. I will be there to guide you through the application process, make sure you get funded, and offer proven financial strategies to then deploy the capital into your business.
As a finance expert, I help you unlock hidden cash flow and working capital. Further, I will advise you on the best outlay of funds for your unique needs and business goals.
All clients gain access to our online community and weekly roundtable calls. We help you build relationships with other business owners, creating opportunities for support and new business opportunities.
Banking Case Study:
Challenge: | Client was being charged very high monthly service fees despite maintaining large deposit balances with their bank. |
Solution: | After a review of the company’s financial statements, sales reports, banking relationships and statements, we immediately identified the inordinate fees relative to average deposit balances. We engaged the bank’s cash management team to address our concerns. |
Result: | We successfully negotiated over $10K in annual savings on bank service charges in under a month. We are working on other cost saving measures in addition to this low-hanging fruit. |