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Our Services

We’re here to help you feel confident and prepared when it’s time to apply for business funding. Whether you’re just starting out or running an established company, we make the process simple and stress-free. Our team reviews your financials, helps you organize your documents, and creates a lender-ready loan package that highlights your business’s strengths. From building credit to finding the right type of loan, we’ll guide you every step of the way. It all starts with a free consultation where we get to know your goals and map out the best path to help your business grow.

- Review of financials & documents
- Personalized readiness checklist
- 60 minute consultation call
- Action plan to boost approval odds
  
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- Organized, lender-ready loan package
- 12-month cash flow projections
- Clean financial presentation
- Professional credit memo
- Required documents checklist
  
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- Business credit assessment
- Tailored credit-building strategy
- Guidance on vendor accounts & reporting
- Ongoing coaching options available
  
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- Hands-on guidance through submission
- Coaching for lender-calls
- Follow-up strategy support
  
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- Ongoing monitoring of financials
- Loan covenant support
- Growth & financing strategy sessions
  
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