A Midwest based optometrist with a 10 year solo practice was a returning client who encountered two problems. First, he needed funding to digitize his medical files in order to comply with federal law. Second, he needed working capital to secure another location for his… Read More »Consistent Cash Flow Trumps Credit Score: An Optometrist’s Funding Journey [Case Study]
A high net worth commercial real estate developer in the Northwest with damaged credit needed to purchase a piece of equipment overseas for $950,000 to complete a commercial real estate project. He applied with several lenders, they all declined him because of his challenged credit.… Read More »Creative Collateral Thinking: Funding Solutions for Credit-Challenged Developers [Case Study]
A Florida based oral surgeon with a busy 20 year old solo practice sought financing from us three times. The first two times, he was looking for short-term working capital to fill in the gaps with slow pays from patients and the insurance companies. The… Read More »30% Revenue Growth in 6 Months: The Transformative Power of Tailored Financing [Case Study]
A second generation Virginia based family owned construction company was seeking working capital to complete a project. After reviewing their situation, we decided that an equipment based loan was their best option. They owned an impressive inventory of equipment that was free and clear. We… Read More »How to Thrive Despite Credit Roadblocks: A Case Study in Construction Financing Solutions
The First Step to Business Financing Success Are you a business owner on the cusp of expansion or are you struggling to keep up with the demand for your products or services? Perhaps your business is well-established, but you’re looking for ways to stay competitive… Read More »Assessing Loan Readiness [Part 1]
Short-Term vs. Long-Term Business Financing In our previous post, we explored the critical process of self-assessment and loan readiness. Now, armed with a clear understanding of your financial health and business objectives, it’s time to navigate the decision-making phase of your financing journey. Recapping the… Read More »Matching Your Business Goals With Loan Options [Part 2]
Moving Forward – Applying for Business Financing and Navigating the Process You’ve embarked on a journey of self-assessment, assessed your business goals and weighed the pros and cons of short-term versus long-term business financing. Now, it’s time to take the next steps in securing the… Read More »Applying For Business Financing [Part 3]