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Banking, Lending & Investment Relationships

A strong financial institution or investor relationship can help your company in good times and during financial difficulties. How comfortable are you with your current relationship?

  • Are your monthly banking fees rising higher than expected or are they growing disproportionately to your business?
  • Do you have a capital project for which you need long-term financing? Are you wondering whether to use your current financial institution, a leasing company, internal cash or an outside investor?
  • Are you in need of a new credit line or financing revolver? Do you need to extend the terms on your existing line of credit or financing revolver? Do you need to develop a plan on how to present your financial projections and needs to your bank?
  • Has your lender recently requested additional covenants or financial information from your company?
  • Is your Company having difficulty raising the capital it needs to maintain or grow your business?
  • Do you only have meetings with your lender when you are in the midst of a crisis?

If you answered "Yes" to any of the above questions, we can assist you. We have an extensive network of banking and lending relationships with local, regional and national banks. We can assist you in presenting your financial information and business plans to your current financial institution to gain the cash to meet your needs. In addition, if your bank is not interested or willing to support your needs, we can introduce you to other bankers or alternative financing sources. We can also connect you with investment banker or private investment alternatives.