Our Process Begins and Ends With You
When you hire us, we become your advocate, we work with you and your team directly to fully understand the financial aspects of your business and your business financing needs. Unlike other professionals on your team (your attorney, CPA, or even your banker, if you already have one), we can get directly involved in assisting your team to produce the information required to pre-package your business financing request, and present in the the best light, with the best story, in language that the banks want to hear and understand. When you hire us, you are getting a CFO, dedicated to delivering you the resources you need so that you can focus on managing and growing your business. If you already have a CFO or Controller, we are the Treasurer, a dedicated member of the team whose sole focus is on the business financing, not everything else the CFO or Controller has to do on a daily basis. We help you succeed because we are solely focused on the task at hand - raising the funds you need to grow your business, while you and the rest of your team remain focused on operating it successfully.

We primarily seek relationships with commercial banks, not other "equity" investors, because we have found that the most cost effective source of financing for successful businesses is commercial banks.

Get your business financing from a bank, because that is where the money is......

In this era of easy money, and extraordinarily low interest rates, we continue to here that "banks aren't lending", and "the money isn't getting to Main Street businesses". The banks blame the regulators, and the regulators blame the banks, and round and round it goes...

The truth lies in human nature - banks want to make business loans, and they have plenty of money for business financing. They just don't want to work hard to do it, so the money goes to the easy business loans. We know their language, what they need and how they want to see it, so we move your business financing into the easy pile and before you know it the banks are begging you to close your business loan with them.

Software Developer and SYstem integrator

This small company experienced significant business growth after developing and packaging a custom anti-terrorism program and landing a series of contracts from the Department of Defense. Supporting the growth became a cash flow challenge. We quickly secured an increase in borrowing capacity of more than 3X the prior capacity.

your company here

Although he later denied credit for saying it, the bank robber Willie Sutton has been widely credited for saying he robbed banks “because that is where the money is”.

This simple concept of focusing on the obvious is actually known as “Sutton’s Law”, and is used, of all places for a concept attributed to a mobster, to guide medical diagnostic training – "look for the obvious solution first.”

Commercial banks are the obvious and usually most cost effective solution for business loans and business financing.

Client profiles and projects

Medical Services CO

With under $5 million in revenue, this company saw significant growth opportunities but could not find the cash flow to support their growth. We identified the need for increased bank credit lines, and quickly secured a nearly 5X increase from a top-tier commercial bank.

Manufacturing

This manufacturing firm was facing cash flow challenges due to rapid revenue growth. We identified the need for a multiple increase in credit availability, that was unavailable from the current lender. Within 2 months, we secured $10 million in commitments from 5 different banks. We assisted in identifying the best fit lender, and secured significantly improved deal terms.

Theme Park Operator

This major international owner/operator needed a financial model and justification for its planned renovations and expansions. We provided benchmarking data from other world class operators, a financial model and customer satisfaction research tools to assist them in meeting the impact of significant new market competition.

Schreiber Development

Business Planning, Business Financing, Business Loans, Business Growth