The smartest way to

FREE UP CASH FLOW

in your business right NOW

I’ll help you find the best rates and terms available, leveraging my 30 years of banking experience and access to senior and executive leaders at banks across the country. Maximize your savings and grow your business with the right financial support.

Allow me to help to remove the headaches, hassles, and heartburn of the loan process.

With over 30 years of experience in the banking industry, I specialize in helping business clients secure commercial loans with the most competitive rates and terms. On average, I save my clients 0.5%-2% on interest rates and up to 1% on bank origination fees, translating into significant monthly and yearly savings.

My extensive relationships with Senior and Executive leaders at banks nationwide give you an edge. I’ll help you obtain multiple term sheets, and guide you through the entire process—from approval to commitment letter and loan closing. I ensure that every detail is covered, including reviewing loan documents to protect you from unfair prepayment penalties or one-sided default terms.

I make what is typically a complicated and stressful loan process as smooth as possible.

But my service doesn’t end there. Beyond securing your loan, I also provide strategic advice on how to best deploy the capital within your business, ensuring that the funds fuel growth and maximize your profitability.

Book Your Clarity Call Now

In our 15-minute clarity call, you talk, I listen. I’m here to understand your unique situation, with no pressure and no obligation. We’ll simply explore if we’re the right fit and whether my expertise can help you achieve your goals.

--------- What we do ----------

Loan Consulting Services

Every business has its own unique funding needs and cash-flow challenges. With years of experience working with thousands of companies across diverse industries, I understand that no two financial situations are the same. I’ll work closely with you, one-on-one, to fully understand your specific requirements and connect you with the best funding solutions tailored to your business.

Business Loans

I help you secure a loan with the best rates and terms available. From guiding you through the application process to ensuring you get funded, I’ll be with you every step of the way. Once approved, I provide proven financial strategies to help you effectively deploy the capital and drive growth in your business.

Business Direction

As a finance expert, I help you uncover hidden cash flow and optimize your working capital. I also provide tailored advice on how to allocate your funds effectively, ensuring alignment with your specific business needs and goals.

Online Community

As a client, you gain access to our exclusive online community and weekly roundtable calls. This is a space to build valuable connections with fellow business owners, offering not only support but also opportunities for collaboration and growth.

BANKING CASE STUDY

Working Capital

Where and When

you Need it

Challenge:

Mike and Tyler ran a successful mid-7-figure business, but their balance sheet was ‘out of balance,’ and they didn’t know where to start. Cash flow had become a major issue. They had maxed out their lines of credit, and both accounts receivable and accounts payable were poorly managed, putting further strain on their finances.

They were cash-starved. Every aspect of their business seemed to drain their resources

Monthly debt payments ate their cash

The COVID-19 pandemic ate their cash

Growth ate their cash.

It was clear they needed to recalibrate their financial statements and get back on the path to profitability.

Solution:

Mike and Tyler enrolled in my Profit Accelerator Program, where they learned how to create consistent cash flow and finally take a well-deserved paycheck. I worked closely with them to secure additional working capital through strategic loans and helped them build a solid operating budget. This gave them the structure they needed to regain control of their finances and set their business up for long-term profitability.

Result:

As a result, Mike and Tyler’s balance sheet and P&L are in the best shape they’ve been in years. Their credit card debt, lines of credit, and accounts payable are now under control, with no high balances weighing them down. They’ve built a strong cash position and are confidently prepared for the year ahead, ready to seize new opportunities with their revitalized financial foundation.