We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
We can partner with you to provide your customers with funding that is outside of your lending parameters. This allows you to retain and grow the existing relationship with your customer. Situations we can help you with:
Given the regulatory environment and changing portfolio ratios banks can be restricted in what they can lend to certain businesses. We can help you retain the account while helping your customer grow so that they can qualify for more of your programs in the future.
Once a business finds it has limited options for getting the capital they need it becomes critical they work with a firm that can provide service in a timely manner. We work closely with our customers to fund their deal as quickly as possible, allowing them to focus on moving the business forward. Call us at 414-588-5113 or email firstname.lastname@example.org to find out how we can fund your needs.
Our team of professionals combined has nearly 50 years experience in the commercial funding arena. We have operated in both tradional bank settings as well as private lending and alternative funding.
Throughout the course of our financial service careers we have completed hundreds of transactions involving asset based loans, equipment lending, working capital loans, and commercial real estate mortgages. Our total volume of closed loans exceeds $88,000,000.
The strength of our business lies in the partnerships we have forged. We work with an array of private, alternative, and traditional lenders so we can offer the widest spectrum of funding products to our customers. We partner with banks and other service professionals as referral sources to help them retain and grow with their clients. All of our business currently comes from referral sources.
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