SUCCESS STORIES:
The following examples are indicative of how we provide a positive impact on the bottom lines of clients in different industry verticals. These offer compelling reasons for you to act now and call us.
* Structured term and working capital loans of several million dollars that enabled a radiology and mammography medical practice to purchase state of the art equipment in order to serve their patients at the highest level and to compete with hospitals. Norwalk, CT
* Provided funding under the SBA 7(a) and the 504 Loan Programs to acquire land and purchase and renovate an existing building. This enabled an architectural firm to expand in Rye, NY.
* Provided funding in the form of working capital, leasehold improvements, standby letters of credit, and term loans to enable a dermatology office to expand into the downtown Stamford, CT area.
* Met a direct need of a personal injury law firm to earn interest for their clients by providing an online escrow bank account. The accounts were managed in a structured control and client account segmentation without co-mingling client funds. Bridgeport, CT
* Created a successful seven figure grant proposal for a psychiatry practice that was expanding. Their goal was to offer services to a larger area population as well as meeting the State of New York’s needs to reduce hospital and ER use. Bronx, NY
* Provided cash management expertise for various clients of CPAs that included service companies and wholesalers. The result was lower interest expenses and an improvement in the cash flow cycle (Accounts Receivables – Accounts Payables matrix). NYC, Westchester County, NY & Fairfield County, CT
The cornerstones of our professional philosophy are communication, motivation, team building, a positive work ethic, and a drive for excellence.