303-718-1759 [email protected]

Who We Serve (and why)

We have provided over $175 million in business loans to small and medium sized businesses (SMBs) across a broad variety of industries.   Most of our funding is directed towards the referrals that from our large network of bankers, commercial brokers, and trusted business advisers.

Banks & Credit Unions

We partner with banks and credit unions of all sizes and in all geographies. Banks offer our services when they are unable to fund a client, or when they have workout and exit situations to address.  This referral approach helps bankers retain profitable deposit relationships while building goodwill with customers by still providing those clients with funding solutions. In addition, our industry-leading Revenue Sharing Program allows banks to boost their bottom line while avoiding any of the risks from funding the loan themselves.

Small-Medium Size Businesses

We work directly with small – medium size businesses (SMB) of all types in all industries.  The vast majority of SMB’s are focused on running their businesses and don't have the time, energy or resources to navigate the world of  funding.  We start with a very consultative approach to ensure we understand their overall business operations, financial situation, and capital needs.  We then work with them to identify the most beneficial vehicle to support their needs.  Finally, we select the most appropriate capital source(s), present the opportunity, negotiate pricing, and secure funding.  In a nutshell, we provide businesses with peace of mind and trust from initial meeting to funding.

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Business Loan Brokers

We partner with commercial brokers nationwide to provide their clients with access to capital when they are unable to secure traditional financing. Brokers appreciate our industry knowledge, tailored approach, and a proven process for closing more deals more quickly. Our win-win approach to relationships includes an industry-leading “50/50 fee split”.  This ensures that clients receive the most appropriate type of financing, while brokers receive very fair compensation for their efforts. Everybody wins.

Advisers | CPAs | Attorneys | Consultants

Trusted business advisers - including CPAs, attorneys, and business consultants - partner with us when they have clients in need of non-traditional sources of capital. These partnerships emerge from our deep relationships, absolute integrity, and our ability to secure the appropriate funding their clients need. In addition, our industry-leading Revenue Share Program provides advisers with non-interest fee income opportunities to compensate their efforts.

A Few Recent Loans We’ve Funded

Construction Firm Fleet

$2MM

Fleet Truck Loan

Fix & Flip LOC

$1MM

Line of Credit / Private Investor

Gutter Construction Firm

$800K

Heavy Equipment Loan

Colorado Based

Motel

$2.1M Construction Loan

New wing expansion

Best Western

$4.2M

Acquisition, Construction; Mini-Perm.

Law Firm Office Building

$762K

Refi w/ Cash-Out

Golf Course

$7M Acquistion Loan

Bar & Grill

$1.2M

Hard-Money w/ Cash- Out

Do you believe ongoing coaching and mentoring is critical to success?

We do.

Check Out Mentoring Program