What we do
A boutique loan advisory & financial consulting firm — here to tailor financial solutions for the long-term success of our clients.
The boutique difference
More than 30 years of expertise, focused entirely on you.
What does boutique mean? It means we understand the unique challenges small businesses face — starting a new venture, obtaining working capital, managing consumer debt receivables, or keeping up with the ever-changing merchant processing and e-commerce landscape.
Sorting through the vast array of lending options is overwhelming for a small business owner. Let us evaluate the possibilities and establish the optimal loan and lender — so you can stay focused on your business.
How we work
A clear path from first call to funded.
Free consultation
A Client Concierge learns your capital needs and walks you through our lender options — no cost, no obligation.
Evaluate the options
We assess your borrowing needs against each lender's approval criteria across our network of banks and institutions.
Match loan & lender
We present the optimal offer — or offers — from one or multiple lenders, with fees and costs discussed up front.
Get funded
You execute the documents and receive your capital. Our fee applies only here — and only if a lender doesn't cover it.
Success-based fee
You pay nothing until the capital actually lands.
There's no fee unless the client is approved, accepts an offer we present, executes all necessary documents, and receives capital. We work with a very large number of banks and lending institutions — many of them pay us a referral fee. When our fee is covered by the lender, we don't charge the client at all.
Who we serve
Whether you're a business, a retailer, or a dealer — we tailor to your needs.
Working capital & growth
SBA and working-capital loans, equipment and inventory financing, merchant processing, HR, payroll & benefits.
Consumer financing
In-store retail financing with prime and sub-prime lenders and instant consumer credit decisioning cascade.
Industry consulting
Store financing, receivables management, vendor consulting, and turning charge-off accounts into cash.
Solutions
Explore the ways we can help.
"Your knowledge of the finance world and the possibilities in finance is important to anyone looking for money to expand their business. I absolutely believe your company is an asset to the rent-to-own community."
Let's talk
Let us find the right financial solution for your business.
Start with a free consultation. One of our Client Concierges will discuss your capital needs and lender options — no obligation, no upfront fee.
Book your free consultation