Securing financing requires more than submitting financial statements. We analyze, structure, and present your financial position in a way lenders understand and trust.
We provide independent financing advisory services.
For new or early-stage businesses seeking institutional funding.
For operating businesses seeking growth, refinancing, or expansion capital.
Initial consultation to understand your financing goals and current financial position
Financial analysis including borrowing capacity, ratios, and lender requirements
Preparation of business plan, projections, and all required lender documentation
Introduction to the financial institution best suited to your needs
Ongoing coordination and support through the review and approval process
Our fees are structured as professional advisory engagements, independent of any lending institution. We do not hold broker licenses, receive referral commissions, or act on behalf of any lender. Our only obligation is to our clients.
No. All credit decisions and loan terms are made solely by the lending institution. What we do is ensure your application is as strong as it can be before it reaches them.
No. We are a CPA firm that provides independent financing advisory services. We prepare your financial documentation, analyze your position, and where appropriate, introduce you to the financial institution we believe is most suited to your needs. We do not receive lender commissions.
Startup financing preparation starts at $6,000. Established business financing support starts at $8,000. Final pricing depends on scope and complexity, and is confirmed before any work begins.
If you're a new or early-stage business that needs a business plan, projections, and lender documentation built from scratch, Service 1 is the right fit. If you're an operating business with existing financials that need to be reviewed, organized, and presented to a lender, Service 2 applies. If you're unsure, we'll help you determine that during the initial consultation.
Yes. We review your current financial position, identify what likely contributed to the decline, and work with you to address those gaps before reapplying.
We maintain professional relationships with all major financial institutions. Based on your business, your financing needs, and the type of lending you require, we introduce you to the institution we believe is the best fit.
The preparation phase typically takes one to two weeks. Once submitted, lenders generally require four to six weeks for their review. From start to finish, expect five to eight weeks.
Book a discovery call to discuss your financing needs and how we can position your business.
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