Our services


- Financial Consulting and Management

- Part Time CFO Services

- Business Loan Analysis and Presentations

- Commercial Financing

  • Commercial Term Loans and Lines of Credit
  • SBA and Government Loan Programs
  • Commercial Real Estate Loans
  • Asset Based Loans
  • Receivables Funding

- Marketing Research & Strategy

- Business Plan Development and Grant Writing

- Project Feasibility Analysis 

- Environmental Financial Impact Analysis

- Management, Sales, and Compliance Training

Financial Consultation:

The expertise of a chief financial officer or controller, but on a contract basis. The day-to-day assistance you need, but only for the time you need, and at a cost that makes financial sense for your business. We prepare financial reports and analysis on a monthly basis to provide management with current performance to date, and recommendations for growth. We are always available to provide assistance, and to meet with you and your staff. 

We assist you to obtain commercial financing when you need it. We provide confidence to you with a professionally prepared commercial loan presentation, focused to obtain a positive response from the right lender. With our knowledge of the banking industry, we target the lenders most suited and receptive to the needs of your firm, and represent you as we work together to obtain prompt results. We specialize in obtaining receivables and asset based funding that allows your business to continue to match production to your sales growth.

We provide project feasibility analysis that will lead to greater project success, and reduce long-term costs. We determine the viability of the project, and make recommendations to management. We provide business plans that will move your firm forward in a properly managed path to greater success. We also offer grant writing to assist your organization in successfully locating funding sources that are available to you.

Financial Marketing:

We provide marketing research, analysis, and strategy to help clients reach target markets. We assist clients with marketing projects in the areas of financial services to include: banking, investment services, real estate, credit card, insurance, pharmaceutical, technology, and hospitality.

Education and Training:

Continued education and training insures that your firm is in compliance with required regulatory training. It also insures staff development that leads to greater staff retention, improved performance, higher morale, and productivity that improves the bottom line of your company. We provide workshops and seminars for the implementation of best management practices, business planning, environmental issues, and business modeling. Our focus is targeted toward greater productivity and bottom line results.

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