We help our clients work more efficiently by helping them obtain maximum capital resources. We focus on our clients’ most critical opportunities and issues: capital, strategy, marketing, organization, and operations.

Manufacturers & Distributors

Making it easy for your customers to acquire your equipment is essential in today’s business environment. A well planned and implemented equipment finance program is the key to your success and future prosperity.

We are leaders in designing and developing the ideal equipment financing offerings that strategically fit your clients’ wants. We will evaluate your current and desired markets and design a plan that will align your customers’ needs with your credit risk appetite. Effective programs can minimize (or even eliminate) credit risk, while also enhancing revenues and return on investments. We will design a fully integrated captive finance (profit center) division including staffing and training with multiple layers of revenues to a managed branded finance program requiring only a liaison to our managed branded program. We will facilitate the best equipment financing program available.

Things we specialize in:

  • Strategy
  • Marketing
  • Sales training
  • Web design/enhancement/SEO
Performance improvement
Credit risk reduction
  • Organization
  • Global equipment financing

Companies Looking for Capital

We have been involved in providing financial solutions and advisory services to companies of all sizes for more than 35+ years. Our ability to assess, develop, and package your company’s business and financial profile is second to none. We will work closely with you to develop a sophisticated presentation of your business vision along with your financial capacity that will maximize the opportunity to generate the capital you need. We begin by helping you realistically assess what may be available. From there, we develop a strategy to present the strengths of your business to maximize the generation of capital. Then we organize a presentation including your financial statements and vision for the company. We have the ability to market your plan to a large network of portfolios, both public and private. We have unique access to an abundance of capital sources through relationships developed over the past 35+ years. This provides you with the most competitive products anywhere in the world.

Contact us if you need:

  • New banking relationships
  • Line of credit
  • Project financing
  • Equipment finance agreement
  • Capital/Finance lease
  • Operating lease
  • Commercial real estate loan
  • Refinancing – debt restructuring
  • Equity investor
  • Acquisition finance
  • Factoring line
  • SBA loan
  • Loan packaging
  • Loan placement
Take a look at our different consulting packages, or contact Jeff to learn more at [email protected] or 818-843-8686 x 14.