Meeting Preference: In Person, Phone, Video
Languages: English
About Me:
I bring over 30 years of experience in Banking and Business Lending, specializing in helping start-ups,
early-stage businesses, and entrepreneurs looking to buy businesses. My roles have included being a Commercial Lender, Business Banker, and SBA Lender, and they have provided me with a wide range of skills and knowledge to help your business succeed financially.
What I Can Do for You:
• Start-Up Funding: I can guide new businesses to secure initial funding.
• Buying a Business: I can help entrepreneurs get the financial support they need to buy a business.
• SBA and USDA Loans: With 10 years of experience in selling SBA and US Government-guaranteed loans,
I know how to navigate these processes efficiently.
• Business Plan Review: I’ll review and provide feedback on your Business Plans and Business Acquisition
projects to ensure they are solid and ready for Lenders and/or Investors.
• Alternative Financing: I can help businesses find non-bank Accounts Receivable Financing and Factoring
programs as alternative financing options.
Why Choose Me:
Financial processes can be complex and confusing. My extensive experience in
various areas of commercial lending and government-guaranteed loans means I can
help guide you through them with clarity and confidence. My goal is to help you
build a financially stable and successful business.
Let’s Get Started:
I'm here to help guide your financial decisions and help your business grow. Let’s
connect and start building a clear and solid financial plan for your business.
Areas of Expertise
- Accounting & Finance
- Business Plan
- Business Structure
- Cash Flow
- Financial Literacy
- Franchising
Industry Experience
- Accounting & Tax Services
- Business Consulting & Coaching