BUSINESS PLANNING

Our professional business consulting service is directly organized to assist you in obtaining the financing you need for your new project.  Leveraging our experience in the multi unit restaurant and retail markets, we will prepare your plan that at a minimum meets SBA guidelines, or more comprehensively a strategic and tactical roadmap for potential equity investors.  As your advocate, we can communicate with the lender or investor intelligently on your behalf. 

Our business consulting services include:

·         Brand and Marketing Strategy (primary and secondary research)

·         Operations Strategy

·         Real Estate and Build Out Strategy

·         Financial Pro-Forma Analysis (We will coordinate with your CPA)

·         Detailed Cost Breakdown of your new project

·         Business Plan Writing

To view suggested SBA format click here (pdf form)

Contact us now to learn more 714-364-5300, or “contact form”

SBA Loan Services

We will work for you, and take the lead in assembling your package in accordance with SBA guidelines.  We will identify lenders through our nationwide network who would be interested in reviewing your package.  First you need to check your eligibility by clicking here.  If you believe you are eligible for SBA, than contact us for a free assessment.  We will guide you through the extensive SBA approval process and be with you every step of the way to funding. 

Commercial Loans

If SBA doesn’t work for you, we have lending sources which could help your specific situation.  Our lenders specialize in:

Commercial Real Estate

Acquisition

Equipment Leasing

Working Capital

Inventory