What We Do

What We do

We provide advisory services, source for lenders, match borrowers with lenders,and then refer borrowers to a lender that may most likely provide financing and we also offer SBA 7(a) loan program options for eligible small businesses.

We tend to focus on healthcare providers, such as medical doctors, dentists, eye physicians, pharmacists, podiatrists, including start-ups. we also cater to insurance agents,, restaurant owners, wholesalers, distributors and importers. For international project finance, we ask for Executive Summary, not more than 2 – 3 pages and review for accuracy and compliance with lenders guidelines  prior to submission.


We are not a lender, neither do we participate in the decision-making process utilized by the lenders, to offer or deny financing to the applicant. As much as we try to streamline the process, we do not guarantee, make any promises, or claim that every application referred to a lender or finance company, will be approved. The decision to approve or decline an application ultimately rests with the funding source. We are not liable for any costs incurred by the applicant whose funding request was declined for any reason(s).