Dan Rogers 408-821-2250 [email protected]
Our Services
Clients who rely on our services all faced 1 of 2 problems: They thought they needed support to get a loan or their own bank already said "NO" to their loan request.
Who we work require one or more of the following services:
1) Capital Planning to Starting a Business
2) Understanding SBA loans for Business Acquisition
3) Growth Capital for Existing Companies
4) Loan Concierge for owners of Multiple Companies
5) Educational Course on How To Broker Loans
6) Prescreen for MnA transactions
7) Prescreen of CRE Listing
8) Marketing Support for CRE Agents
001.
Capital Planning for Startups:
Many paths to starting a business like end corporate or government job, major industry change or niche market knowledge. The path to opening a company with equipment, leases, payroll, inventory, RnD, marketing, etc all require capital. Be it the business starters capital or invested capital or borrowed capital.
The process to understand available loan and alternative capital options could be the differenc eof being able to open or not or being profitabel sooner than later. Get the inside scoop on who is needed and not needed to get the capital to start a company.
002.
Learn from the best, at your own pace. Our online courses cover essential business topics from financial management to marketing strategies, providing you with the tools you need to succeed.
003.
Comprehensive Business Auditing
Gain deeper insights into your business operations. Our thorough auditing services evaluate your processes, identify inefficiencies, and recommend actionable solutions for enhanced performance.
004.
Leadership Coaching
Gain deeper insights into your business operations. Our thorough auditing services evaluate your processes, identify inefficiencies, and recommend actionable solutions for enhanced performance.
005.
Market Analysis and Entry Strategy
Guiding businesses in understanding market trends, customer demographics, and competitive landscapes to effectively enter new markets or expand in existing ones.
006.
Financial Planning and Investment Advice
Offering expert financial strategies that maximize profitability, including budgeting, investments, and funding opportunities.
007.
Digital Transformation Consulting
Helping businesses leverage digital tools and technologies to enhance their business processes and customer engagement strategies.
008.
Regulatory Compliance and Risk Management
Ensuring that businesses are compliant with industry regulations and advising on risk mitigation strategies to protect against potential liabilities.
Better business, higher revenue, more conversions.
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