Capital Formation

Our years of working with local businesses and lenders have established trusted relationships that add much value in securing your funding request. We can introduce alternative capital resources.Preparing realistic financial information for presentation is critical and we know what lenders & investors look for when it comes to funding requests.

  • Confidence in the proper presentation of your companies true value
  • Preparation of a professional package to secure funding
  • Attracting potential capital/ investors that best fit your short and long term needs


  • Debt and or equity options
  • Expansion capital to support growth
  • Selling or merging your company
  • Liquidating real estate and non performing assets
  • Proven presentations to attract capital and investors