We assist our clients with obtaining commercial capital in over 78 niche sectors as well as other financial and consulting services.
Below are just a few…
CORPORATE CREDIT BUILDING
This service is preeminent to our core business which is business financing. We look at every business from a holistic standpoint to determine the current health of the business and to determine what that business needs for optimum performance. Our corporate credit building services are very precise, targeted and goal oriented.
DEBIT CARD & PAYROLL PROGRAMS
We market customized debit card payroll, loyalty, gift and many other types of programs. Our most popular are payroll and loyalty. Business owners love these programs as they cut real costs and add additional revenues.
COMMERCIAL CONSULTING & STARTUP
We provide many types of services and products for businesses that have just started. We provide the incorporation services and then we build upon that basis and offer the Client crucial services to get their business going such as business plans, website domain, marketing, advertising, compliance, licensing and many other services that are a must have to a startup. This listing is a sampling of the products and services offered outside of the loan platform. There will be instances where a product or service is not listed here due to lack of space. Please inquire so that we can see if it is a situation where we can revenue share with the CFA.
INSURANCE, ESTATE PLANNING & ASSET PROTECTION
We sell and market all types of insurance (life, health, liability, etc.,) and estate planning tools and services. We sell and replace more key man policies than a lot of general agencies. Most business owners we come in contact with have everything insured in the business except themselves. We also do business succession planning and we get all of the business owner’s personal insurance and estate planning business as well.
BUSINESS BROKERING
We broker the sales of many different types of businesses. Our business brokering services encompass the entire width and breadth; from analytics to financing to transition planning.
TAX & ACCOUNTING
We provide these services to a large amount of our Clientele. We provide corporate and personal tax services from preparation to Offer & Compromise. We provide executive search services, interim CFO services and financial statement preparation. We offer every type of financial related service to help the company get to total compliance and optimum performance.