Grow Beyond the Ledger
Unlock the Full Potential of Your Client Base
Small Business Lending
Custom Lending Solutions for Commercial and Personal Needs
Strategic Financial Leadership, On-Demand, Result-Driven
Grow Your Value Proposition, Client Loyalty and Profit Margins
Fractional Management
Progressive Partnership
Expertise + Flexibility
Lending: Our team has 20+ years of lending experience, specializing in helping Small Business Owners navigate their Business and Personal lending needs.
Management: With 22+ years of finance management experience leading SMBs through various challenges including: Economic Downturns, High-Growth Phases, System Conversions, Risk Assessments, Strategic and Operational Reviews, Forecasting and Cash Management, Securing Funding and many more.
Our Process
See how a small investment of time can unlock growth for you and your clients
Step 2: Client Review
We will setup a 15-30 minute call to understand and segment your clients based on potential services needed.
Step 3: Client Outreach
We provide you with customized materials to send to each segment of your client base to gauge their interest.
Step 1: Partnership
Fill out the contact form below to connect with us.
Step 4: Client Connection
Introduce us to any clients showing interest and provide any information that would get us up to speed.
Step 5: Profit Sharing
Once we have received payment, we will distribute your share of the earnings. For more details, take a look at the Lending Services and Fractional Services pages.
Contact Us
Get in touch to find out more