Prepared for capital. Positioned for opportunity.™
24 years on the lender's side of the table, now helping small businesses get ready before they seek funding.
Clean numbers, complete documents and a clear story, for businesses across the country.
Book a consult Take the Free Readiness Check
How it works in 3 steps
1. Assess
A free 5-minute Readiness Check, then an honest review of your numbers and documents.
2. Organize
Clean up the books, build business credit, and write the plan and projections.
3. Package
A complete, organized file. You choose where to apply and submit it yourself.
Who I help
Small businesses & contractors
Readiness assessments, a 90-day program, financing readiness files and practical AI adoption.
See packages →Capital raising readiness
Get ready before you raise: capital stack strategy, investor-ready financials, pitch deck review and a data room checklist. You choose your funding sources.
Learn more →Signature offer: Lender's-Eye Review
A written, credit-memo-style review of your financing file from a former loan-committee decision-maker, delivered in 5 business days. Know what a lender will ask before you apply. Not a loan decision or approval. From $950.
Why not just use free resources?
- SBDCs and lenders are valuable, and we work alongside them. Free counseling and lender guidance help many owners, and we encourage you to use them.
- We do the work with you, not hand you homework. We sit down with your books and documents and build the file alongside you.
- A former loan-committee perspective. You get the view of someone who has reviewed and voted on files like yours.
- On your side. We have no loan product to sell and no per-loan pay. Our only job is getting you prepared.