Testimonials
What owners told us.
Twenty customers, five programs, in their own words. Each one describes the part of the process that helped them decide — not a promise about yours.
SBA loans
7(a), 504, and microloans.
We were expanding our repair shop. The advisor helped us understand the SBA application and organize the lender's financial document requests.
Daniel MercerAuto repair
SBA 7(a)
We wanted to purchase a building for our practice. Walking through the SBA 504 option helped us understand the property requirements and our contribution.
Alicia BennettMedical practice
SBA 504
We needed a smaller loan for tools. It was useful to discuss the microloan process and eligibility before gathering the paperwork.
Marcus EllisTrades
SBA microloan
They explained how SBA financing compared with a term loan. Understanding the differences in documentation and timing helped us choose a path.
Priya LawsonCompared SBA vs. term
SBA loans
Term loans
Lump sum, fixed schedule.
We wanted a lump sum for seasonal inventory. Reviewing the proposed repayment schedule helped us assess whether the borrowing fit our cash flow.
Brian WhitakerSeasonal inventory
Term loan
We were considering a second location. The advisor helped us evaluate the proposed loan payment alongside rent, payroll, and other expansion costs.
Elena BrooksSecond location
Term loan
Our suppliers get paid before our customers pay us. Discussing that gap helped us understand whether a working capital term loan made sense.
Nathan ColeWorking capital
Term loan
We had a specific budget for restaurant improvements. I appreciated reviewing the total repayment and proposed fees rather than just the loan amount.
Vanessa ReedRestaurant improvements
Term loan
Equipment financing
The asset is the collateral.
We were buying a truck. The advisor explained how it would serve as collateral and which vehicle and purchase documents were needed.
Omar HayesTruck
Equipment
Our practice needed replacement equipment. They helped us work through the vendor quote and understand the proposed financing schedule.
Rachel MonroeMedical equipment
Equipment
We wanted another machine for the shop. Reviewing the equipment cost and loan payments together helped us assess the purchase.
Trevor MasonMachinery
Equipment
We needed to replace commercial kitchen equipment. A clear list of vendor information and required documents made the review easier to manage.
Danielle FosterKitchen equipment
Equipment
Government partnership programs
State and federal programs.
I hadn't considered state-supported financing. The advisor helped us investigate whether our business and project met the relevant program requirements.
Samuel PierceState-supported financing
Partnership program
We compared a partnership program with conventional financing. Understanding the additional requirements helped us weigh the options.
Monica WellsCompared with conventional
Partnership program
Our manufacturer was planning an expansion. They asked about the location and use of funds while checking which programs might apply.
Adrian ClarkeManufacturing expansion
Partnership program
There was more supporting paperwork than I expected. Having the outstanding requirements explained made the application easier to organize.
Leah SuttonProgram application
Partnership program
Equity-backed financing
Borrow against what you own.
We own our commercial building and were exploring borrowing against its equity. The advisor explained the valuation and collateral information needed for review.
Eric DaltonCommercial property
Equity-backed
I wanted to explore funding without selling an ownership stake. The discussion helped me understand the secured debt obligations involved.
Camille WarrenKeeping ownership
Equity-backed
We were planning a larger renovation. The advisor walked us through how the property value and existing debt would factor into the financing review.
Joel FranklinRenovation
Equity-backed
We explored an equity-backed loan but postponed the project. Reviewing the proposed payments and collateral obligations helped us make that decision.
Nina CaldwellEvaluated, then postponed
Equity-backed
Comments reflect individual experiences with the advisory process and are not a promise of approval, terms, or outcome. Your numbers depend on your file.