Capital Consulting for Business Owners Navigating Growth, Acquisitions, and Liquidity Decisions
We help business owners evaluate acquisitions, expansions, and working capital needs before engaging lenders — so time isn’t wasted and outcomes improve.
(We review each submission before scheduling any calls.)
Situations we work with
We commonly work with business owners navigating:
Business acquisitions and partner buyouts
Owner-led expansions (new locations, equipment, build-outs)
Working capital and liquidity needs
SBA and bank-supported financing scenarios
Non-bank and alternative capital when traditional options aren’t available
** Each situation is reviewed through a structured intake process to determine fit and feasibility before any lender engagement.
This is not a fit for...
We do not work with these situations:
Those looking for rate shopping or mass lender submissions
Emergency funding requests without financial documentation
Founders without operating history
Situations where the owner or seller is unwilling to provide financials
**If a situation is not a fit, we’ll let you know early.
Our goal is to provide clarity upfront so owners don’t waste time pursuing capital paths that aren’t realistic or aligned with their situation.
The Reality Most Business Owners Face
Most business owners pursue financing without knowing whether the deal is actually fundable, whether they personally qualify, or which capital path makes sense for their situation.
The result is often wasted time, incomplete applications, declined requests, or deals falling apart late in the process — after significant effort has already been invested.
Our Process
1. Structured Intake
Every engagement begins with a short intake that helps us understand your situation, objectives, and constraints.
This allows us to identify potential red flags early and determine whether it makes sense to move forward.
2. Capital Fit Review
Based on the intake, we evaluate overall fit — including the type of capital required, feasibility, and alignment with available paths.
Not every situation advances past this stage. When something isn’t a fit, we communicate that early and directly.
3. Advisory Engagement (When Needed)
The level of preparation required depends on the type and size of capital being pursued.
For lower-friction capital paths, minimal preparation may be required.
For larger or SBA-backed transactions, structured advisory and deal preparation is required before capital can be pursued effectively.
Any required advisory or packaging work is discussed upfront before moving forward.
4. Capital Execution
Only after preparation and alignment do we facilitate introductions or execution with appropriate capital sources.
This ensures time is not wasted on incomplete or misaligned applications.
**Important Note
We do not start our process with lender applications.
20 Years Of Experience In Various Cases
We’re proud that our law firm offers top-notch legal services for a nationwide affordable pricing! With us you’ll never feel like the lawyers are just robbers in suits, besides, we win 98% of all cases. So with us, your chances of winning are as high as they possibly can be!
