While having great lender relationships is important, getting our clients prepared for the application first makes us more successful.  We take the time to really understand your business, your needs and goals. We review your financial statements and supporting documentation.  Where necessary we will work with the company to correct errors and presentation of the financials. Often time we work with the bookkeepers to put in place a lasting process to improve the work flow and gain efficiency as well as have a better work product.  

Once we fully understand your company and the need we are looking to fill, we can then begin to match you with the lenders that will best fit those needs. As opposed to a specialist who only has one type of financing we offer an entire range of financing that varies in costs, length and ease of use. We will always seek to fit our clients with the lower cost programs however we know not everyone will have the requirements to make that work. Whether lack of collateral, cash flow or good credit, we can most often find a lending program that can raise the required funds.   Please see our Services Page to review some of the lending programs we offer.  And you can see some of success stories on our Completed Projects Page.  

We know that the lending process is not always easy or fun and can be frustrating.  We will work closely with our clients to take them through each step of the process to make it as painless as possible. We know that your business is more than just a way to make a living and we will work with you to help you grow it and increase your profitability.  And we will always treat your information with the utmost of privacy. We look forward to working with you to help you achieve your business goals. 

Our CEO, Michael Weinberg has for over 30 years has owned and managed his own businesses, as well as assisted other business and not-for-profits with operation management, finance, and insurance, making him an incomparable financial advisor for business in NYC. He has leveraged his knowledge and experience to assist businesses, ranging from startups to businesses in their second generation, in increasing their bottom line through the use of technology and creative solutions. He works by understanding the problems and challenges you face and using his resources, knowledge, and experience to find new ways to solve them. You can find a more complete business history at his LinkedIn profile which is linked to this site.  

Further Reading:
Know Your Neighbor: Michael Weinberg, Creative Business Consultant, Chappaqua