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Our Commitment to Our Clients

Our commitment to our clients is to simplify the financing process. We take the time to learn about our client, their business, and their goals and then act as their advocate to the marketplace. We work with banks and credit unions, as well as private lenders (everything from single investors to hedge funds to insurance investment funds) and investors. This provides clients with options that fit their situation with better terms than they would often find on their own. We work with the client throughout the process, handling all communication, completion of necessary documents, and communication with all other parties involved in the process. We also handle post-closing communication and assist clients with meeting covenants and creating reports.

Our Commitment to Our Lenders and Capital Providers

We will work to understand each party’s specific programs and criteria. This allows us to send requests that will more likely fall into your preferred realm. We will manage the communication between all parties to ensure the requirements of the process, from application to closing, including documentation and timeframes, are met. Our goal is to create a smooth process and build strong relationships.

We are advocates for our financers as much as we are for our clients. We’ve found that this approach builds strong relationships and creates winning situations for all involved.

What We Offer

We can assist you in your financing needs, take a look at our different options.

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