1. Evaluate
It starts with a 30-minute intro call about your business, your financing need, and your timing.
- We
- Look at liquidity, how your household is covered during the first year, and collateral, then tell you where the deal stands and which financing paths fit.
- You
- Walk us through the business, the deal, and your financial picture.
- Next
- A signed consulting agreement.
2. Structure and Match
We set the financing strategy, build the package, and put it in front of lenders that fit.
- We
- Structure the deal, prepare the loan package, including the business plan and projections (depending on transaction type), and submit it to lenders who do your size and type of deal.
- You
- Send us your documents and review the package before it goes out.
- Next
- Lenders review the package and come back with questions and term sheets.
3. Coordinate to Funding
We help you choose the right term sheet and keep the deal moving through closing.
- We
- Compare term sheets with you side by side. Once you choose a lender, our closing coordinator works with you and the lender on documents and deadlines through funding.
- You
- Choose your lender and sign final documents.
- Next
- Closing and funding.
Frequently Asked Questions
Most deals take 60 to 90 days from deal submission to funding. Timing can vary based on how quickly documents come in and whether real estate is involved.
As early as possible. The earlier we talk, the sooner we can get ahead of things before deadlines start to stack up.
Nothing formal. A rough idea of the project cost, your cash available, and your credit score is enough to start.
No. The lender makes the final credit decision.