How it works
A four step path from assessment to approval.
We start with a complimentary consultation assessment so you know the right consulting path before you invest time in a full application. Then we prepare, assign and submit your file to the funding source most likely to say yes.
How it works
Assessment first. The right path forward.
We start with a complimentary consultation assessment so you know exactly which funding direction makes sense before moving into the full application.
Complimentary consultation assessment
Answer a few smart questions about your business, goals and funding needs. We use this to point you toward the right path before you ever fill out a full application, so you do not waste time or energy on programs that are not a fit.
Business information
Tell us about the business, its legal name, addresses, tax ID, years in business and where your assets are held. This builds the foundation of your file.
Application preparation
We add ownership details, bank and debt references, trade references and any supporting documents. We prepare everything in order so the application is correct and complete.
Assignment and submit
We assign your file to the funding source most likely to approve it, then you review and submit securely. A complete, well prepared application means a greater chance of approval.
Complimentary consultation
This is a $397 consulting value, but you receive it completely free. Our goal is to save you time, energy and frustration by matching you with the funding path that fits your business.
You are not applying for a loan yet. Start with the complimentary assessment so we can point you to the right funding path. No social security number, EIN or personal information is required.
Start assessment