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We Offer a Full Suite of Funding Options

The right financing can come from a number of places. In fact, most of our clients combine their primary method of financing with another option to reach their desired capital.

The good news is that we can help with everything from 401(k) Rollovers to SBA Loans.

Click on the links below to learn more about each option.


Call 888.472.4455 to get started today.

401(k) Rollovers (Rollovers as Business Start-ups)

Rollovers as Business Start-ups are ideal for those who want to start their business debt-free.

To qualify, you’ll need:

  • $50,000 in an eligible retirement account.
  • Access to the retirement account containing funds.

SBA Loans

An SBA loan can be a great way to get funding for your new business or franchise. Guaranteed by the Small Business Administration, these loans can supplement other forms of capital, such as 401(k) rollovers, to provide thetotal amount of financing you’ll require.

To qualify, you’ll need:

  • Three years of applicable work experience.
  • A credit score of 600 or more.
  • 20% equity for an existing business; 30% for a startup.
  • A solid income.

Our expert financing consultant can connect you with lenders to make it happen. Loans are available from $100k – $5 million, and there are types to meet any need: 7a, SLA and Patriot Express, just to name a few.

Unsecured Loans

An unsecured loan can be a fast funding option for your new business or franchise. You won’t need any collateral to qualify and you can be funded in 45 days.

To qualify, you’ll need:

  • A credit line utilization rate below 50%.
  • A credit score of 690 or more.
  • Minimal credit inquiries (2 or less per bureau in last 6 months).

Our expert financing consultant can facilitate the entire process for you and help negotiate low introductory rates.

Equipment Leasing

A great way to grow your business without significant out-of-pocket expenses is to lease your equipment instead of buying it.

To qualify, you’ll need:

  • Liquid cash.
  • A credit score of 700 or more.
  • Outside income and occupation.

Our expert financing consultant can help you with leasing option amounts up to $2 million, and direct you to a flexible repayment program. You’ll be able to preserve your credit line and secure fixed payment rates without sacrificing your personal collateral.

Portfolio Loans

Portfolio Loans allow securities owners to leverage instead of liquidate. If you hold publicly traded stocks or other eligible securities and can borrow against them, this may be a great option for business funding.

To qualify, you’ll need:

  • $160k in marketable securities (such as stocks and bonds).
  • No minimum credit score.

Our expert financing consultants have negotiated a special 2% flat rate for our clients to access their funds, and also pay their fee within the transaction. This means that there may be zero out-of-pocket service fees for the borrower. Plus, clients can leverage up to 80%, and make interest-only payments at a rate of 3 – 4%.

Home Equity Line of Credit (HELOC)

A home equity line of credit is like a credit card that uses your home as collateral. You’ll be approved for a specific amount of credit, but will only pay interest on the amount you use. The rates are typically much more attractive than with credit cards. Two things that are most important to determine whether or not you will qualify are your credit score and the equity in your home. Most lenders will only provide HELOCs that will take you to a maximum debt of 80% of your home’s value.


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