A group of business owners created an algorithm in their insurance business that dramatically increased sales while lowering costs. They wanted to take this algorithm and develop it into an app for purchase. Without real estate as collateral, any normal bank...
This young investor wanted to invest in the family business in an unconventional way. He knew one day, he would be given the keys to the 50-year old, family-run insurance business, currently led by his father. As his first investment in his future, he decided to...
Fort Lauderdale, FL A wonderful business broker that we work with sent us this loan, which spent NINE MONTHS trying to find a home amongst multiple lenders. An employee was attempting to purchase a successful charter boat business with its own boats, real estate,...
Melbourne, FL This business owner ran an adoption agency that helped house families in addition to providing services. For years, she had been putting up her clients in hotel rooms – at a huge annual expense to the business. Luckily, she was able to find a...
Margate, FL Early in this doctor’s career, he encountered a difficult time in his life that hurt his financial credibility and stability. Not only had he declared bankruptcy, he was also going through a divorce and foreclosure. Years later, when he wanted to...
Montgomery, AL These clients were in need of somewhat quick purchase of a good-looking retail strip mall, but were mainly looking for aggressive rates. We accepted the challenge – and found the right program for them based off their strengths and weaknesses on...
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