About Us

Our mission is to help business owners build wealth and improve cash flow through acquiring those assets needed to grow their business with SMARTER financing.

We are one of the few firms in the nation that provides a unique blend of business and financing expertise. Our staff has over 140 years of experience in business management or ownership; we know
the challenges of owning and operating a business and know the importance of having good financing in place. We have helped businesses in manufacturing, wholesale, distribution, construction,
service and retail; through startup, growth, maturity and turn around.

We have worked with over 970 businesses in the last 17 years, placing over $80,000,000 in loans for our clients in the last 8 years. Our loan programs have allowed business owners to grow, thrive,
and add jobs to the community. In the process, we have also enabled 19 of those business owners to improve their personal net worth at least $1,000,000.

What makes us different? We work for you:

Consultative approach - we get to know your business, your goals, your need to tailor loan options to your business.

Loan options - from our 100+ financing sources, you get more options based on your specific needs - rate, amortization, pre-payment, assumption, cash-flow, etc. We understand that the best loan is not just rate but the sum of all financing terms.

Loan packaging - we analyze and process your loan request well before any lender looks at it to ensure it is complete, concise, accurate, and best represents your loan request, providing quicker approvals and better terms.

Access to multiple types of financing gives you several options to fund your project - in one office - we do the legwork for you.

Your advocate - we don’t get paid unless we deliver an acceptable commitment for you. Plus, no large up-front fees.

Personal attention from trained professionals - we love to get your calls and we work hard to make sure you are always up-to-date on your loan status.