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Our Services
Capital advisory, debt resolution, and financing guidance for business owners. Sign up to access your dashboard and see what you qualify for.
Start with Your Dashboard
When you sign up, you get access to your Capital Dashboard. You can view your business credit scores, see what financing offers you qualify for, and track your financial health score.
From there, our advisors can help with capital planning, debt resolution, contract review, and more. The dashboard is free - pay only when you use our services.
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Expert Advisory
Strategic guidance from experienced professionals
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Client-First Approach
Your interests are prioritized in our recommendations
Business Consulting Services
Expert guidance for capital planning, contract review, and financing decisions
Capital Strategy & Planning
Strategic advisory for capital planning, structure optimization, and financing navigation. We help you build a sustainable capital stack.
- Capital structure advisory & optimization
- Financing sequencing strategies
- Cash flow modeling & projections
- Growth capital planning
- Strategic analysis & recommendations
Corporate Turnaround
Turnaround defines the transitional moment between unsustainability and profitability. Our consulting drives the fundamentals that clear the path forward.
- Operational assessment & restructuring
- Cost reduction strategies
- Revenue optimization
- Cash flow stabilization
- Performance monitoring
Management Consulting
Management consulting structured as a partnership, not hourly fees. The result: better performance, growth, and sustainability.
- Strategic planning & execution
- Operational improvement
- Process optimization
- Leadership development
- Performance metrics & KPIs
Debt Resolution Services
Navigate complex debt situations and develop strategic exit plans
MCA Resolution
Merchant Cash Advance obligations can create unsustainable cash flow situations. We help you model impact, identify options, and develop strategic restructuring plans.
- Daily ACH impact modeling
- Stacking risk assessment
- Payment schedule analysis
- Restructuring strategy development
- Refinancing guidance
Contract Review & Analysis
Protect your capital with expert contract review. We identify harmful clauses, UCC filings, COJ provisions, and prepayment risks before you sign.
- UCC filing review & negotiation
- Confession of Judgment identification
- Prepayment penalty analysis
- Term structure review
- Hidden fee exposure
Exit Planning
Sequence paydowns strategically, reduce daily pulls, and refinance effectively. We help you develop a sustainable path out of complex debt situations.
- Paydown sequencing
- Pull reduction strategies
- Refinancing planning
- Timeline optimization
- Cash flow restoration
Specialized Services
Additional advisory capabilities for specific financing needs
SBA & Government Programs
Navigate the landscape of government-backed financing. Qualification guidance, program education, and preparation steps for successful applications.
- Qualification assessment
- Application preparation
- Program comparison & education
- Documentation guidance
- Eligibility optimization
Business Credit & Lines
Credit card strategies, line of credit planning, and utilization optimization to build a strong business credit profile.
- Credit card strategies
- Line of credit planning
- Utilization optimization
- Credit building guidance
- Profile strengthening
Foreign Exchange (FX) & Cross-Border Payments
Navigate international transactions with confidence. Currency conversion planning, timing strategies, and payment rails guidance for businesses with cross-border needs.
- Currency conversion planning
- Exchange rate timing strategies
- Payment rails overview (wires, ACH, providers)
- Cost & fee transparency analysis
- Cross-border payment optimization
Cryptocurrency Investment Advisory
Guidance for businesses exploring digital assets, including risk assessment, custody solutions, and regulatory considerations for crypto capital decisions.
- Digital asset portfolio strategy
- Risk assessment & allocation guidance
- Custody & security best practices
- Regulatory compliance navigation
- Tax optimization strategies
Stock Portfolio & Equity Advisory
Equity strategy for business owners, including portfolio management, diversification, and wealth preservation aligned with your business goals.
- Portfolio diversification strategy
- Equity allocation optimization
- Risk-adjusted return analysis
- Market timing & entry strategies
- Wealth preservation planning
Data Privacy & Protection
Stop the endless broker calls. Learn how your data circulates through lead networks and take comprehensive action to regain control.
- Lead source tracing
- Comprehensive opt-out sweeps
- Contact filtering
- Information control
- Privacy protection strategies
Negotiation Support
Expert representation in financing discussions to secure better terms. We advocate on your behalf throughout the negotiation process.
- Rate negotiation
- Term modification
- Covenant analysis
- Documentation review
- Closing support
Lines & Term Analysis
Align term length to cash flow, expose hidden covenants, and map prepayment risk across your financing portfolio.
- Term alignment analysis
- Covenant exposure review
- Prepay risk assessment
- Contract structure review
- Portfolio optimization
Industry-Specific Advisory
Specialized guidance for your specific industry, including sector-specific strategies and unique financing considerations.
- Sector-specific strategies
- Regulatory navigation
- Market positioning
- Growth financing planning
- Industry benchmarking
Get Started for Free
Create your account to access your Capital Dashboard. See your credit scores, view pre-approved offers, and talk to an advisor.