Services

Our objective is to help small business owners better understand their best funding options, while educating them on sound strategies to grow and expand their business.

Our proprietary evaluation process helps us walk every business owner through a five stage business development process which includes the following steps:

 


Stage One: Formation

 

The first stage establishes the basic foundation of the business and is critical to the implementation and success of each subsequent stage. This stage includes entity formation as well as personal and corporate credit development for the long term stability of the business. These services include:

 

  • Entity Formation (S or C Corp, LLC's)

  • Corporate Credit Development

  • Business Planning and Consulting

  • Personal Credit Restoration

  • Personal Credit Enhancement



Stage Two: Funding

 

Our second stage addresses the businesses need to secure the working and expansion capital required to sustain growth. With 30+ products from over 2,100 private investor and funding sources, we help small business owners secure funds when most traditional banks and lenders turn them away. A few of our funding solutions include, but are not limited to, the following opportunities:

 

  • Small Business Loans

  • Business Credit Cards & Lines

  • Equipment Leasing & Financing

  • Working & Expansion Capital

  • Private Investor Funding

 


Stage Three: Protection

 

The third stage is designed to proactively protect your assets and ensure the preservation of wealth for the future of the business. Most business owner's neglect to adequately protect their assets and the legacy they wish build for their future. Here are a few ways we help protect small business owners:

 

  • Asset Protection Planning

  • Copyrights & Trademarks

  • Key-Person Insurance

  • Buy/Sell Agreements

 


Stage Four: Growth
 

The fourth stage is designed to accelerate and sustain the growth of the business. At this stage, it is very important to establish the message, professional image, and proven strategies to attract and retain customers and key personnel. Finding ways to generate new business and maintain existing clientele are both critical components to the success of every business. We provide the following services to assist in the ongoing growth and development of every small business:

 

  • Branding and Marketing

  • Tax Free Growth Investments

  • Becoming Your Own Bank

  • Mergers and Acquisitions

 


Stage Five: Exit Strategy

 

The fifth and final stage ensures small business owners can realize the dreams and goals they established when the business first began. Whether the goal was to sell the business and enjoy the fruits of their labor or transfer the business to their heirs during their retirement years, we help design sound financial strategies which aid in the smooth transition to the next stage of life. Services include:

 

  • Tax-Free Retirement Strategies

  • Liquidity Event Planning

  • Legacy Building and Wealth Transfer

  • Trusts and Foundations

  • Charitable Giving

 

Helping business in the following areas:

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