We are directly organized to assist you in obtaining the financing you need, or to better align your organization to bring more to the bottom line:
Business Planning and Representation
- Business structure and preparation
- Operations Strategy
- Real Estate and Owner’s Representation
- Real Estate Market Planning
- Build Out Strategy
- Financial Pro-Forma Analysis and Model
- Facilitate Strategic Planning Process (SWOT, Growth-Share Matrix, Responsive Evaluation, Balanced Scorecard and Strategy Maps)
- Optimize Enterprise Value
- Look at maximizing exit strategy in support of shareholder objectives
- Gap Analysis against competitor and industry benchmarks
- Identify and Prioritize initiatives
- Financial Pro-Forma to exit
- SBA Loan Services
- Commercial Business Loans
- Commercial Real Estate Loans
- Equipment Financing and Leasing
Capital Gains Deferment Program
- Deferred Sales Trust
- This program is designed to allow you to defer IRS capital gains tax for up to 15 plus years.
- Great alternative to 1031 exchange which limits you to purchase of real estate only.
- Allows you to re-invest into financial securities, business or real estate.
- You tell the trust whether you just want interest only distribution, or some percentage of the principal annually.