For Financing Projects
You’ll know within one week of us formalizing our engagement. The first stage of our working together involves collecting a basic set of documents required to determine eligibility and amounts. I perform my own analysis first, then discuss the deal with two to three potential financing sources to confirm my assumptions and recommendations and drive towards a term sheet that will outline all key terms, including amounts.
The best testament to the reliability and success of my financing services are the client testimonials about the results they’ve experienced. Business owners I’ve worked with confirm again and again that my commitment, drive, analytics, processes, and advocacy result in amazing outcomes!
Just like in life, seeking financing has no absolute guarantees. And yet all of my successful deals have these things in common: constant communication; urgency; accurate information; in-depth analysis to determine eligibility, type of financing, and amounts; full disclosure of any potential issues upfront; and no adverse changes or issues once we begin the process.
If you are fully engaged and committed to the process, you can look forward to getting the right financing at the right time™. And I am fully confident that I can help you determine how to best use your financing to drive your growth and other key company objectives.
Once a full document package is assembled and reviewed, typical timings are the following (note that during these extraordinary COVID times, times to close have taken longer).
- SBA Loans: 60-120 days
- Conventional Bank Loans: 60-120 days
- Specialty Loans (Equipment, Working Capital, etc.): 30-60 days
Yes, pending their availability.
Professional fees vary and will be discussed and agreed upon after I complete the initial analysis.
All payments for services are to be made via ACH or wire.
For Making the Numbers Work® for You:
A 3-Day Transformational Business Finance and Mindset Retreat
This retreat was specifically designed for any founder in any industry who struggles with or wishes to improve their mindset, motivation, or mechanics and the management of their business finances.
There are a number of outcomes you will get from participating in the retreat, and among the most valuables ones are these:
- Your Aligned Cash Flow Model™, which will give you a fresh understanding of where you are financially so that you can make confident business and personal decisions
- Your own personalized Four Seasons of Finance™ calendar which will help you know what you need to be focusing on throughout the year
- Get out from under your limiting beliefs and other blockages holding you back so that you can take your business to the next level
For Making The Numbers Work® for Life: Year-Long Mastermind Program (by invitation only)
Business owners who are committed and devoted to significant leaps forward in their business and personal growth. The ones who benefit most are people who are curious, open-minded, ask questions, enjoy learning and contributing, and who are willing to step into a larger version of themselves. You’ll get the highest growth and best overall outcome by participating actively in all aspects of what we do.
Higher growth, finance mastery, and a business that is fully aligned with your personal goals.
Your commitment and devotion to yourself, to the work, and to me. Attendance and full, enthusiastic participation in all calls and meetings, as well as a high level of engagement throughout the year.
The work that I have developed and that we will co-create is not industry specific. The assessments, tools, techniques, etc. and the processes can be applied to any industry.
While I’m fully invested in you adopting the processes and you implementing the work that we create together, I cannot control your individual outcome. You’ll be given tools, resources, guidance, expertise, and support to influence your results, and your results will vary based on your level of implementation, action, and commitment.
The Alumni Program is in beta development and more details will be coming soon.