Services
Enhancing Your Financial Success
Debt Review & Financing
We understand the impact that high-interest loans can have on your financial stability. Therefore, we will provide a thorough review of your debt schedule to identify potential opportunities for refinancing and cost savings. If successful, we charge a competitive fee of 25% on the first year's savings, ensuring you benefit from immediate financial relief.
Underwriting & Debt Sourcing
Whether considering a new project or seeking additional funding, our underwriting and debt-sourcing service is tailored to your needs. We work directly with the banks to secure the best possible terms and conditions for your loan. From initial negotiations to closing the deal, we will manage the entire process on your behalf. The cost of this service varies based on the total loan amount, ensuring that you achieve the best possible financial results.
Documentation Management
Organizing and maintaining crucial documents can be time-consuming and overwhelming. Our meticulous documentation management service provides peace of mind by centralizing all essential documents that banks require. We handle everything from tax returns and financial statements to operating agreements and EIN letters. We're your primary contact with the banks for these items. Our fee for this service is $125 per month or $1200 per year.