Areas of Expertise
Business advisory
Taking a consultative approach, leaning into our decades of top-tier experience studying business and commercial banking markets, we identify business needs and make sound, industry-standard suggestions to potentially engage other experienced business professionals from all sectors within our deep network. Whether it’s assistance in employee benefits, HR, legal, or payroll needs; accounting and CFO services; or investment and other synergistic business advantages, we’re here to help with all aspects of your growth.
nonprofits
With decades of nonprofit board leadership and participation ranging from governance, finance, senior leadership, fund raising, grant review and treasury—as well as certification in grant writing for nonprofits—we’re experts in identifying and solving for needs.
Lending & Capital Needs
Reviewing strategy for growth, assessing needs and risks, we offer assistance in finding the perfect banking partners who fit within specific, customized parameters. We can also simply cut through financial jargon to help make sense of a loan’s structure and assist with negotiations on current or proposed financing structures. Lending is highly specific, and we understand the vulnerable position when trying to grow, start up, or reboot a business.
STARTUP STRATEGY
Demystifying financial needs before a project exists takes patience, knowledge, and time. Let us help you with projecting your startup costs and structuring the financial lending plan to back your dream.
Board Advisory
We’ll help you write the framework for what you want to accomplish, then get the appropriate people on board to advise so your business stays on track. When a business has the right synergy of minds and expertise in its corner, backing its vision, the reward of insight can be immeasurable.
BUSINESS GROWTH
The business marketplace is fierce and fickle, with considerations that center not only around economic opportunity and feasibility, but often social and public needs as well. We’ll create a practical plan to help keep a business viable and thriving within the unique needs of its community.