Transactions

Below is a summary of recent transactions approved and/or closed over the past several years. Additional information and references can be provided upon request.

3/2024 - $5,000,000 Business Acquisition:  The Client was seeking to acquire the stock purchase of a media business via the SBA 7A loan program.  We were able to secure SBA 7A financing at a solid rate to facilitate the acquisition.

3/2024 - $544,000 Purchase & Rehab Loan:  The Client was seeking to acquire a commercial mixed-use property and fund the build-out of the property to be able to owner-occupy with their business.  We were able to secure SBA 7A financing at a solid rate to facilitate the acquisition and rehab of the property.

3/2024 - $408,600 Purchase Retail Building:  The Client was seeking to acquire the retail building they occupied with their business.  We were able to secure financing with a traditional lender at a strong fixed rate to facilitate the acquisition.

3/2024 - $3,691,934 Business Acquisition:  The Client was seeking to acquire a healthcare staffing business via the SBA 7A loan program.  We were able to secure SBA 7A financing at a solid rate to facilitate the acquisition.

3/2024 - $1,392,997 Business & Real Estate Acquisition:  The Client was seeking to acquire an outdoor recreation center utilizing the SBA 504 loan program.  We were able to secure an SBA 504 loan approval to facilitate the acquisition of the business and property, securing them a very attractive 25-year fixed rate on a portion of the debt.

3/2024 - $294,000 Purchase Apartment Building:  The Client was seeking to acquire a commercial apartment building to hold as an investment rental property.  We were able to secure financing with a strong fixed rate with a 30-year loan term to meet the Client’s needs.

1/2024 - $4,700,000 Purchase Industrial Building: The Client was seeking to purchase a commercial / industrial building to relocate their business into.  We were able to secure financing with a traditional lender at a strong fixed rate to facilitate the acquisition.

1/2024 - $3,930,500 Business Acquisition:  The Client was seeking to facilitate the stock purchase of a food distribution business via the SBA 7A loan program.  We were able to secure SBA 7A financing at a solid rate with a creative seller note structure to facilitate the acquisition and meet the Client’s needs.

1/2024 - $780,000 Business Acquisition:  The Client was seeking to acquire a digital marketing agency via the SBA 7A loan program.  We were able to secure SBA 7A financing at a solid rate to facilitate the business acquisition.

1/2024 - $600,000 Equipment Financing:  The Client was seeking to acquire new equipment for their business via the SBA 7A loan program.  We were able to secure an SBA 7A Equipment loan at a strong fixed rate to facilitate the acquisition of additional equipment to meet the Client’s needs.

1/2024 - $581,250 Purchase Industrial Property:  The Client was seeking to purchase a leased commercial / industrial property to hold as an investment property.  We were able to secure financing with a traditional lender at a strong fixed rate to facilitate the acquisition.

1/2024 - $350,000 Land Acquisition:  The Client was seeking to acquire vacant land adjacent to the real estate that they already owned and operated their business from.  We were able to secure financing with a traditional lender at a reasonable rate to facilitate the acquisition.

1/2024 - $300,000 Refinance Mixed-Use Building:  The Client was seeking a commercial bridge loan to refinance the existing debt on a mixed-used retail and apartment building.  We were able to secure hard money financing with a private lender to meet the Client’s needs.

1/2024 - $3,527,734 Business Acquisition:  The Client was seeking to acquire the business assets and inventory of a manufacturing company via the SBA 7A loan program.  We were able to secure SBA 7A financing at a solid rate to facilitate the acquisition.

1/2024 - $1,150,000 Refinance Apartment Building:  The Client was seeking to refinance the existing mortgage on a commercial apartment building that they held as an investment property.  We were able to secure an approval with a traditional lender at a reasonable fixed rate to facilitate the refinance.

12/2023 - $5,000,000 Business Acquisition:  The Client was seeking to acquire a pool business via the SBA 7A loan program.  We were able to secure SBA 7A financing at a solid rate to facilitate the acquisition.

12/2023 - $4,334,236 Partial Business Acquisition:  The Client was seeking to acquire 75% of a software development company via the SBA 7A loan program.  We were able to secure an SBA 7A approval to facilitate the partial acquisition and meet the Client’s needs.

12/2023 - $2,865,803 Business Acquisition:  The Client was seeking to acquire a painting business via the SBA 7A loan program.  We were able to secure SBA 7A financing at a solid rate to facilitate the acquisition.

12/2023 - $250,000 Commercial Line of Credit:  The Client was seeking to acquire a commercial line of credit to facilitate working capital for a newly acquired business.  We were able to secure SBA financing at an attractive rate to meet the Client’s needs.

12/2023 - $4,300,000 Business Acquisition:  The Client was seeking to finance the acquisition of a direct mail business via the SBA 7A loan program.  We were able to secure SBA financing at an attractive rate to facilitate the acquisition.

12/2023 - $1,659,559 Business Acquisition:  The Client was seeking to acquire a home builder business via the SBA 7A loan program.  We were able to secure SBA 7A financing at a solid rate to facilitate the acquisition.

12/2023 - $400,000 Commercial Line of Credit:   The Client was seeking to acquire a commercial line of credit to facilitate working capital for a newly acquired business.  We were able to secure SBA financing at an attractive rate to meet the Client’s needs.

12/2023 - $600,000 Refinance Office Building:  The Client was seeking to facilitate the refinance of their existing construction loan into a traditional end loan for their owner-occupied commercial office building.  We were able to secure financing with a strong fixed rate with a 25-year loan term to meet the Client’s needs and provide cash out up to 70% of value.

11/2023 - $3,000,000 Asset Based Line of Credit:  The Client was seeking an asset based line of credit to secure working capital for a newly acquired manufacturing business.  We were able to secure a line of credit at an attractive rate to meet the Client’s needs.

11/2023 - $818,434 Business Term Loan:  The Client was seeking to refinance the existing debt on a commercial property, along with provide funds to open a new business on site via the SBA 7A loan program.  We were able to secure SBA 7A financing at a solid rate to meet the Client’s needs. 

10/2023 - $1,840,000 Purchase Commercial Office Building:  The Client was seeking to acquire a commercial office building that they intended to partially owner-occupy.  We were able to secure 85% financing via a conventional bank loan with a strong fixed rate with a 25-year loan term to meet the Client’s needs.

10/2023 - $4,846,250 Purchase Hotel Property:  The Client was seeking to acquire a boutique hotel property.  We were able to secure financing with a strong fixed rate with a 25-year loan term to meet the Client’s needs.

10/2023 - $8,287,500 Commercial Bridge Loan:  The Client was seeking a commercial bridge loan to facilitate the acquisition of a hotel property.  We were able to secure hard money financing with a private lender to meet the Client’s needs.

10/2023 - $3,558,522 Business Acquisition:  The Client was seeking to acquire a remote IT business via the SBA 7A loan program.  We were able to secure SBA 7A financing at a solid rate to facilitate the acquisition. 

10/2023 - $2,000,000 Refinance Commercial Mortgage:  The Client was seeking to refinance their existing SBA debt for their special use business into a traditional commercial mortgage.  We were able to secure financing with a traditional lender at a strong fixed rate to facilitate the acquisition and meet the Client’s needs.

10/2023 - $1,212,800 Purchase Special Use Property:  The Client was seeking to purchase a special use business and the real estate the business operated from via the SBA 7A loan program.  We were able to secure SBA 7A financing at a solid rate to facilitate the acquisition. 

9/2023 - $300,000 Refinance Apartment Building:  The Client was seeking to refinance the existing mortgage on a commercial apartment building they owned as an investment property.  We were able to secure an approval with a traditional lender at a reasonable fixed rate to facilitate the refinance.

9/2023 - $1,210,000 Refinance Auto Repair Shop:  The Client was seeking to refinance the existing mortgage on their commercial auto repair shop.  We were able to secure financing with a strong fixed rate with a 25-year loan term to meet the Client’s needs.

9/2023 - $2,520,000 Refinance Auto Repair Shop:  The Client was seeking to refinance the existing mortgage on their commercial auto repair shop.  We were able to secure financing with a strong fixed rate with a 25-year loan term to meet the Client’s needs.

9/2023 - $808,172 Business Acquisition:  The Client was seeking to acquire a marketing business via the SBA 7A loan program.  We were able to secure SBA 7A financing at a solid rate to facilitate the acquisition.

9/2023 - $977,503 Purchase Special Use Property:  The Client was seeking to acquire  two commercial car wash properties / businesses.  We were able to secure financing with a strong fixed rate with a 25-year loan term to meet the Client’s needs.

9/2023 - $4,993,000 Purchase Commercial Office Building:  The Client was seeking to finance the acquisition, improvements and equipment needs for a commercial office building via the SBA 7A loan program.  We were able to secure SBA 7A financing at a solid rate to facilitate the acquisition, improvements and equipment needs of the Client.

9/2023 - $1,000,000 Commercial Bridge Loan:  The Client was seeking a commercial bridge loan to facilitate the acquisition of several home-based assisted living facilities.  We were able to secure hard money financing with a private lender to meet the Client’s needs.

9/2023 - $1,153,500 Purchase Apartment Building:  The Client was seeking to acquire a commercial apartment building to hold as an investment rental property.  We were able to secure financing with a strong fixed rate with a 25-year loan term to meet the Client’s needs.

9/2023 - $3,740,000 Purchase Commercial Mixed-Use Property:   The Client was seeking to acquire a commercial / mixed-use property with 100% financing utilizing another investment property owned free and clear as additional collateral.  We were able to secure financing with a traditional lender at a strong fixed rate to facilitate the acquisition and meet the Client’s needs.

8/2023 - $400,000 Refinance Industrial Property:  The Client was seeking to refinance the existing mortgage on the commercial / industrial property they owned, along with take cash out to pay off past due taxes.  We were able to secure financing with a strong fixed rate with a 25-year loan term to meet the Client’s needs.

8/2023 - $2,662,500 Purchase Commercial Mixed-Use Property:   The Client was seeking to acquire a commercial / special-use / mixed-use property that had both a gas station (leased) and auto repair shop that they intended to partially owner-occupy.  We were able to secure financing with a traditional lender at a strong fixed rate to facilitate the acquisition and meet the Client’s needs with requiring a guarantee from one minority partner.

8/2023 - $1,172,491 Business Acquisition:  The Client was seeking to acquire an online processing platform business via the SBA 7A loan program.  We were able to secure SBA 7A financing at a solid rate to facilitate the acquisition.

8/2023 - $345,000 Purchase Apartment Building:  The Client was seeking to acquire a 6-unit apartment building to hold as an investment rental property.  The property needed some repairs.  We were able to secure financing with a strong fixed rate with a 25-year loan term to facilitate the acquisition.

8/2023 - $174,000 Fix & Flip Financing:  The Client was seeking a cash-out refinance on a recently rehabbed single family investment property.  We were able to secure a 30-year fixed rate refinance with cash out on this property.

7/2023 - $3,000,000 Commercial Line of Credit:  The Client was seeking a commercial line of credit to support the working capital needs of their manufacturing business.  We were able to secure a line of credit at an attractive rate to meet the Client’s working capital needs.

7/2023 - $2,000,000 Equipment Loan:  The Client was seeking to acquire the business and equipment of a service rental business.  We were able to provide asset based financing to acquire the equipment and business.

7/2023 - $1,040,000 Commercial Line of Credit:  The Client was seeking to obtain an asset based commercial line of credit to purchase business assets of a service rental business.  We were able to secure a line of credit at an attractive rate to meet the Client’s needs.

7/2023 - $675,000 Refinance Multi-Family Property:  The Client was seeking to refinance the existing mortgage debt on five, 2-unit residential buildings including cash-out.  We were able to secure an approval with a traditional lender at a reasonable rate to facilitate the refinance.

7/2023 - $2,269,000 Business Acquisition:  The Client was seeking to acquire an ecommerce business via the SBA 7A loan program.  We were able to secure SBA 7A financing to fund 90% of the business purchase price at a solid rate to facilitate the acquisition.

6/2023 - $262,500 Purchase Mixed-Use Retail & Apartment Building:  The Client was seeking to acquire a mixed-use building to hold as an investment.  We were able to secure financing with a traditional lender at a strong fixed rate to facilitate the acquisition.

5/2023 - $925,000 Mixed-Use Building Financing:  The Client was seeking to finance the acquisition of a mixed-use building, along with refinance another mixed-use property they owned, all into a new commercial mortgage loan.  We were able to secure an approval with a traditional lender at a strong fixed rate to facilitate the acquisition and refinance to meet the Client’s needs.

5/2023 - $5,000,000 SBA 7A Business Acquisition Plus $800,000 Pari Passu Bank Loan:  The Client was seeking to acquire a medical technology business.  We were able to secure an SBA 7A approval with an additional conventional note on a pari passu basis matching the SBA terms to facilitate the acquisition to meet the Client’s needs.

5/2023 - $112,500 Refinance Investment Property:  The Client was seeking a cash out refinance on a single-family investment property they owned free and clear.  We were able to secure 75% financing via a non-bank lender with a 30-year fixed rate to facilitate the cash out refinance and meet the Client’s needs.

5/2023 - $1,200,000 Commercial Term Loan:  The Client was seeking to refinance and consolidate the outstanding business debt for their business, along with fund the build-out of a new location.  We were able to secure financing with a traditional lender at a reasonable rate to meet the Client’s needs.

5/2023 - $432,000 Apartment Building Acquisition:  The Client was seeking to acquire a 6-unit commercial apartment building to hold as an investment property.  We were able to secure an approval with a traditional lender at a reasonable rate to facilitate the acquisition.

5/2023 - $1,995,000 Purchase Commercial Property:  The Client was seeking to acquire a commercial / truck parking facility.  We were able to secure financing with a traditional lender at a strong fixed rate to facilitate the acquisition.

5/2023 - $513,000 Purchase Mixed-Use Office & Apartment Building:  The Client was seeking to acquire a mixed-use building and partially owner occupy part of the building utilizing the SBA 504 loan program.  We were able to secure an SBA 504 loan approval to facilitate the acquisition of the property, securing them a very attractive 25-year fixed rate on a portion of the debt.

5/2023 - $1,400,000 Purchase Mixed-Use Building:  The Client was seeking to purchase a mixed-use building to hold as an investment.  We were able to secure financing with a traditional lender at a strong fixed rate to facilitate the acquisition and meet the Client’s needs.

5/2023 - $480,000 Commercial Bridge Loan:  The Client was seeking a commercial bridge loan to facilitate the acquisition of agricultural land and improvements they planned to owner occupy with their business.  We were able to secure hard money financing with a private lender to meet the Client’s needs. 

5/2023 - $450,000 Purchase Medical Office Building:  The Client was seeking to acquire a commercial / medical office building to move their business into and owner occupy utilizing the SBA 504 loan program.  We were able to secure an SBA 504 loan approval to facilitate the acquisition of the property, securing them a very attractive 25-year fixed rate on a portion of the debt.

4/2023 - $401,250 Apartment Building Acquisition:  The Client was seeking to acquire a 5-unit commercial apartment building to hold as an investment property.  We were able to secure 75% financing via a non-bank lender with a 30-year fixed rate to facilitate the acquisition and meet the Client’s needs.

4/2023 - $292,500 Apartment Building Acquisition:  The Client was seeking to acquire an 11-unit commercial apartment building to hold as an investment property.  We were able to secure 75% financing via a non-bank lender with a 30-year fixed rate to facilitate the acquisition and meet the Client’s needs.

4/2023 - $1,000,000 Commercial Line of Credit:  The Client was seeking to obtain a commercial line of credit to provide working capital for their growing business.  We were able to secure a line of credit at an attractive rate to meet the Client’s working capital needs.

4/2023 - $727,500 Refinance Commercial Property:  The Client was seeking to refinance their existing debt on a commercial / truck parking facility.  We were able to secure financing with a traditional lender at a strong fixed rate to facilitate the refinance.

4/2023 - $2,643,620 Business Acquisition:  The Client was seeking to purchase an e-commerce business via the SBA 7A loan program.  We were able to secure 90% SBA 7A financing at a strong rate to facilitate the acquisition and meet the Client’s needs.

4/2023 - $2,14,648 Business & Real Estate Acquisition:  The Client was seeking to purchase a healthcare business and the real estate it operated from via the SBA 7A loan program.  We were able to secure SBA 7A financing at a reasonable rate to facilitate the acquisition and meet the Client’s needs.

3/2023 - $4,450,000 Commercial Bridge Loan: The Client was seeking to refinance the original debt on a new commercial / residential living facility until they were able to secure more traditional financing.  We were able to secure hard money financing with a private lender to meet the Client’s needs.

3/2023 - $25,000,000 Commercial Bridge Loan:  The Client was seeking a commercial bridge loan to cover costs involved with a redevelopment project.  We were able to secure hard money financing with a private lender to meet the Client’s needs.

3/2023 - $562,500 Purchase Medical Office Building:  The Client was seeking to purchase a commercial / medical office building to hold as an investment.  We were able to secure financing with a traditional lender at a strong fixed rate to facilitate the acquisition.

3/2023 - $5,000,000 SBA 7A Business Acquisition Plus $1,622,500 Pari Passu Bank Loan:  The Client was seeking to acquire a print and direct mail business.  We were able to secure an SBA 7A approval with an additional conventional note on a pari passu basis matching the SBA terms to facilitate the acquisition to meet the Client’s needs.

3/2023 - $1,625,000 Commercial Bridge Loan:   The Client was seeking to purchase a commercial restaurant property to convert into another existing restaurant concept.  We were able to secure an approval with a private lender to facilitate the acquisition and meet the Client’s needs.

2/2023 - $551,800 Real Estate & Business Acquisition:  The Client was seeking to acquire a commercial property and business via the SBA 7A loan program.  We were able to secure SBA 7A financing at a solid rate to facilitate the acquisition.

2/2023 - $3,550,000 Refinance Hotel Property:  The Client was seeking to refinance the original acquisition loan for the commercial hotel property they owned after having completed improvements to the hotel.  We were able to secure financing with a traditional lender at a strong fixed rate to facilitate the refinance.

1/2023 - $1,036,400 Business Acquisition:  The Client was seeking to acquire a specialty contracting business.  We were able to secure an SBA 7A loan at a reasonable rate to facilitate the acquisition.

1/2023 - $150,000 Commercial Line of Credit:  The Client was seeking to obtain a commercial line of credit to provide working capital to a recently acquired business.  We were able to secure a line of credit at an attractive rate to meet the Client’s working capital needs.

1/2023 - $741,500 Purchase Mixed-Use Building:  The Client was seeking to purchase a mixed-use building to hold as an investment.  We were able to secure financing with a traditional lender at a strong fixed rate to facilitate the acquisition and meet the Client’s needs.

1/2023 - $882,000 Business & Real Estate Acquisition:  The Client was seeking to purchase a senior living home business and property via the SBA 7A loan program, along with fund initial working capital for the business.  We were able to secure SBA 7A financing at a solid rate to facilitate the acquisition and meet initial working capital needs of the Client.

12/2022 - $660,000 Refinance Commercial Property:  The Client was seeking to refinance a car wash and quick lube property.  We were able to secure an approval with a traditional lender at a reasonable rate to meet the Client’s needs.

12/2022 - $2,850,000 Commercial Refinance:  The Client was seeking to refinance their existing SBA 7A loan on their resort property into traditional financing at a fixed-rate.  We were able to sure a strong fixed-rate with a traditional lender to facilitate the refinance.

12/2022 - $9,000,000 Purchase Hotel Property:  The Client was seeking to acquire a hotel property.  We were able to secure financing with a traditional lender at a strong fixed rate to facilitate the acquisition.

12/2022 - $660,000 Commercial Term Loan:  The Client was seeking a commercial loan to build-out a new veterinary facility they had leased for their business.  We were able to secure a strong fixed rate with a traditional lender to meet the Client’s needs despite the fact that this was purely a projection based deal.

12/2022 - $4,987,700 Business & Real Estate Acquisition:  The Client was seeking to purchase a restaurant and bowling ally business and the real estate it operated from via the SBA 7A loan program.  We were able to secure SBA 7A financing at a reasonable rate to facilitate the acquisition and meet the Client’s needs.

12/2022 - $625,000 Refinance Multi-Family Property:  The Client was seeking to refinance a 15-unit multi-family investment property.  We were able to secure traditional financing at a solid fixed rate with cash out to facilitate the refinance.

12/2022 - $300,000 Commercial Build Out: The Client was seeking financing to build-out a commercial building they owner-occupied in order to expand the business.  We were able to secure SBA 7A financing for the build-out to meet the Client’s needs.

12/2022 - $350,000 Commercial Bridge Loan:  The Client was seeking to obtain a commercial bridge loan to refinance the existing mortgage on a multi-family property along with fund capital improvements.  We were able to secure an approval with a private lender to facilitate the refinance and capital improvements.

12/2022 - $767,122 Business Acquisition:  The Client was seeking to acquire a marketing and communications business via the SBA 7A loan program.  We were able to secure SBA 7A financing at a solid rate to facilitate the acquisition.

12/2022 - $5,000,000 SBA 7A Business Acquisition Plus $1,500,000 Pari Passu Bank Loan:  The Client was seeking to acquire a manufacturing business.  We were able to secure an SBA 7A approval with an additional conventional note on a pari passu basis matching the SBA terms to facilitate the acquisition to meet the Client’s needs.

12/2022 - $4,567,787 Commercial Term Loan:  The Client was seeking to finance the build-out, new equipment and working capital for a 2nd location of their business.  We were able to secure SBA 7A financing at a reasonable rate to facilitate the build-out, acquisition of equipment and working capital to meet the Client’s needs.

11/2022 - $410,000 Purchase Mixed-Use Property: The Client was seeking to acquire a mixed-use building to hold as an investment.  We were able to secure financing with a traditional lender at a strong rate to facilitate the acquisition.

11/2022 - $1,730,000 Business & Real Estate Acquisition: The Client was seeking to purchase an auto repair business and the real estate it operated from via the SBA 7A loan program.  We were able to secure 90% SBA 7A financing at a strong rate to facilitate the acquisition and meet the Client’s needs.

11/2022 – $2,410,000 Business & Real Estate Acquisition:  The Client was seeking to purchase a boat manufacturing business and the real estate it operated from via the SBA 7A loan program with only 10% cash equity.  We were able to secure SBA 7A financing at a strong rate to facilitate the acquisition and complete the transfer of ownership.

11/2022 – $250,000 Commercial Line of Credit:  The Client was seeking to obtain a commercial line of credit to provide working capital to a recently acquired business.  We were able to secure a line of credit at an attractive rate to meet the Client’s working capital needs.

11/2022 - $300,000 Refinance Mixed-Use Building:  The Client was seeking a cash out refinance of a commercial mixed-use property they owned as an investment.  We were able to secure an approval with a traditional lender at a reasonable rate to meet the Client’s needs.

10/2022 - $440,000 Refinance Owner-Occupied Building:  The Client was seeking to refinance the original seller financing for acquiring a building they owner-occupied for their business.  We were able to secure SBA 7A financing to facilitate the refinance and also consolidate other debt into the loan.

10/2022 - $3,000,000 Commercial Term Loan:  The Client was seeking to refinance and consolidate the outstanding business debt for their company after having financial struggles in 2020 and early 2021.  We were able to secure financing with a traditional lender at a reasonable rate to meet the Client’s needs.

10/2022 - $3,000,000 Commercial Line of Credit:  The Client was seeking a new operating line of credit to meet the working capital and growth needs of their company coming out a struggle in 2020 and early 2021.  We were able to secure a line of credit at an attractive rate to meet the Client’s working capital needs.

10/2022 - $2,700,000 Refinance Hotel Property:  The Client was seeking to refinance their original SBA loan into a traditional commercial mortgage loan on a hotel property they owned.  We were able to secure them a strong long-term fixed rate to facilitate the refinance and meet the Client’s needs.

9/2022 - $2,783,703 Business Acquisition:  The Client was seeking to acquire a construction service company via the SBA 504 loan program.  We were able to secure an SBA 504 loan approval to facilitate the acquisition.

9/2022 - $3,600,000 Equipment Loan:  The Client was seeking to acquire new equipment for a recently acquired construction service business via the SBA 504 loan program.  We were able to secure an SBA 504 loan approval to facilitate the acquisition of new equipment.

9/2022 - $157,500 Refinance Investment Property:  The Client was seeking a cash out refinance on a single-family investment property they owned free and clear to fund future investment acquisitions.  We were able to secure 75% financing via a non-bank lender with a 30-year fixed rate to facilitate the cash out refinance and meet the Client’s needs.

9/2022 - $382,278 Purchase Retail Property:  The Client was seeking to acquire and make improvements to a retail property to operate his business out of.  We were able to secure SBA 7A financing at a reasonable rate to facilitate the acquisition and improvements.

9/2022 - $1,150,000 Purchase Mixed-Use Building:  The Client was seeking to purchase a mixed-use building to hold as an investment.  We were able to secure financing with a traditional lender at a strong fixed rate to facilitate the acquisition and meet the Client’s needs.

8/2022 - $594,000 Purchase Industrial Property:  The Client was seeking to purchase an industrial property to move his business into.  We were able to secure financing with a traditional lender at a reasonable rate to facilitate the acquisition.

8/2022 - $2,480,000 Refinance Commercial Real Estate:  The Client was seeking to refinance the original SBA 7A loan on the dealership and repair center they owned into a traditional mortgage loan.  We were able to secure financing with a traditional lender at an attractive fixed rate to facilitate the refinance and meet the Client’s needs.

8/2022 - $750,000 Commercial Term Loan:  The Client was seeking a commercial term loan to refinance the remainder of an SBA 7A loan for their business.  We were able to secure financing with a traditional lender at a reasonable rate secured by business assets to facilitate the refinance.

8/2022 - $1,436,250 Purchase Mixed-Use Building:  The Client was seeking to purchase a mixed-use building to hold as an investment.  We were able to secure financing with a traditional lender at a strong fixed rate to facilitate the acquisition and meet the Client’s needs.

7/2022 - $691,693 Purchase Mixed-Use Property:   The Client was seeking to acquire a commercial mixed-use property to hold as an investment and open a business in one of the units.  We were able to secure SBA 7A financing to facilitate the acquisition to meet the Client’s needs.

7/2022 - $1,350,000 Purchase Mixed-Use Properties:  The Client was seeking to acquire two mixed-use properties to hold as investment rental properties.  We were able to secure an approval with a traditional lender at a reasonable rate to facilitate the acquisition.

7/2022 - $1,629,172 SBA 7A Business Acquisition:  The Client was seeking to acquire a manufacturing business and fund initial working capital for that business.  We were able to secure an SBA 7A loan at a reasonable rate to facilitate the acquisition and working capital.

7/2022 - $5,000,000 SBA 7A Business Acquisition Plus $845,943 Pari Passu Bank Loan:  The Client was seeking to acquire a trucking and transportation business.  We were able to secure and SBA 7A approval with an additional conventional note matching the SBA terms to facilitate the acquisition to meet the Client’s needs.

7/2022 - $512,099 Business Acquisition:  The Client was seeking to acquire a franchise location of a local fast food restaurant.  We were able to secure an SBA 7A loan approval to facilitate the acquisition and meet the Client’s needs.

7/2022 - $1,312,500 Purchase Apartment Building:  The Client was seeking to acquire a 5-unit apartment building to hold as an investment rental property.  We were able to secure financing with a very strong fixed rate with a 25-year loan term to facilitate the acquisition.

7/2022 - $7,087,200 Construction Loan:  The Client was seeking financing to acquire land to construct medical office condos.  We were able to secure an approval with a traditional lender to provide both construction financing and the end loan take out for the new condos.

6/2022 - $1,000,000 Commercial Line of Credit:  The Client was seeking to obtain a commercial line of credit secured by a business property in order to fund other investment opportunities.  We were able to secure a line of credit at an attractive rate to meet the Client’s needs.

6/2022 - $1,200,000 Refinance Commercial Property:  The Client was seeking to refinance the existing mortgage that was set to mature on their owner-occupied business property.  We were able to secure financing with a traditional lender at an attractive fixed rate to facilitate the refinance and meet the Client’s needs.

6/2022 - $1,400,000 Refinance Gas Station & Convenience Store:  The Client was seeking to refinance the existing mortgage that was set to mature on their gas station & convenience store property.  We were able to secure financing with a traditional lender at an attractive fixed rate to facilitate the refinance and meet the Client’s needs.

6/2022 - $330,000 Refinance Industrial Warehouse:  The Client was seeking a cash out refinance on an industrial warehouse property they owned free and clear.  We were able to secure 75% financing via a non-bank lender with a 30-year fixed rate to facilitate the cash out refinance and meet the Client’s needs.

6/2022 - $2,560,000 Commercial Bridge Loan:  The Client was seeking a commercial bridge loan to facilitate the acquisition of an industrial building they planned to owner occupy with their business.  We were able to secure hard money financing with a private lender to meet the Client’s needs. 

6/2022 - $200,000 Refinance Investment Property:   The Client was seeking a cash out refinance of single-family investment property they owned free of debt.  We were able to secure financing with a non-bank lender and secure the client an attractive 30-year fixed rate with cash out up to 75% of value.

6/2022 - $757,200 Purchase Single-Family Investment Property:  The Client was seeking to purchase a single-family residence to hold as an investment rental property.  We were able to secure 80% financing via a non-bank lender to acquire the property with a 30-year fixed rate.

6/2022 - $600,000 Commercial Bridge Loan:  The Client was seeking a commercial bridge loan to refinance an owner-occupied industrial building that was under land contract.  We were able to secure hard money financing with a private lender to meet the Client’s needs despite some credit issues. 

6/2022 - $3,500,000 Refinance Mixed-Use Building:   The Client was seeking to refinance an existing construction loan on a mixed-used building into a traditional commercial mortgage.  We were able to secure financing with a traditional lender at a strong fixed interest rate to facilitate the refinance.

6/2022 - $436,000 Purchase Mixed-Use Building:   The Client was seeking to purchase a mixed-use building to hold as an investment property.  We were able to secure financing with a traditional lender at a strong fixed interest rate with a 25-year loan term to facilitate the acquisition.

6/2022 - $2,767,283 Real Estate Acquisition & Business Start-Up:   The Client was seeking to purchase a commercial property to start an event venue business.  We were able to secure financing with a traditional lender at a strong fixed interest rate with a 25-year loan term to facilitate the acquisition.

6/2022 - $1,593,750 Apartment Building Acquisition:   The Client was seeking to purchase a 14-unit apartment building to hold as an investment property, utilizing funds via a 1031-exchange.  We were able to secure financing with a traditional lender at a strong fixed interest rate with a 30-year loan term to facilitate the acquisition.

6/2022 - $2,000,000 Commercial Line of Credit:   The Client was seeking to establish a line of credit to fund working capital and growth for their business despite operations for only about a year.  We were able to secure a line of credit with a high advance rate on both inventory and accounts receivable at reasonable terms to help fund the Client's growth.

6/2022 - $996,000 Apartment Building Acquisition:   The Client was seeking to purchase an 8-unit apartment building to hold as an investment property.  We were able to secure financing with a traditional lender at a strong fixed rate with a 25-year loan term.

5/2022 - $2,500,000 Equipment Acquisition:  The Client was seeking to purchase a full service construction company via an equipment loan to acquire the assets of the business.  We were able to secure an approval with a traditional lender at a reasonable rate to facilitate the acquisition.

5/2022 - $350,000 SBA Express Line of Credit:  The Client was seeking an SBA express line of credit to meet initial working capital needs of a business they were acquiring.  We were able to secure an SBA Express Line of Credit to meet the working capital needs of the business.

5/2022 - $375,000 Church Property Acquisition:  The Client was seeking to acquire a church property to move into so they no longer had to lease space to operate.  We were able to secure financing with a traditional lender at a reasonable rate to facilitate the acquisition.

5/2022 - $1,443,750 Purchase Mixed-Use Building:  The Client was seeking to purchase a 3-unit mixed-use commercial and residential apartment building to hold as an investment property.  We were able to secure an approval with a traditional lender at a strong fixed rate with a 30-year loan term.

5/2022 - $1,600,000 Purchase Mixed-Use Building:   The Client was seeking to purchase a 7-unit mixed-use retail apartment building to hold as an investment property.  We were able to secure an approval with a traditional lender at a reasonable fixed rate to facilitate the acquisition.

5/2022 - $486,003 Business & Real Estate Acquisition:   The Client was seeking to purchase a car wash business and property via the SBA 7A loan program, along with fund initial working capital for the business.  We were able to secure SBA 7A financing at a reasonable rate to facilitate the acquisition and meet initial working capital needs of the Client.

5/2022 - $966,000 Commercial Building Acquisition:  The Client was seeking to purchase and rehab a commercial building to relocate their business into via the SBA 7A loan program.   We were able to secure SBA 7A financing at a reasonable rate to facilitate 90% of the acquisition and improvement costs for the Client.

5/2022 - $337,500 Industrial Building Acquisition:  The Client was seeking to purchase an industrial building to move their manufacturing business into via the SBA 7A loan program.  We were able to secure an SBA approval at a reasonable fixed rate to facilitate the acquisition.

5/2022 - $414,350 Refinance Commercial Building:   The Client was seeking a cash out refinance on the commercial building they owner occupied with their business in order to pay off business debt.  We were able to secure financing with a traditional lender at a reasonable rate to facilitate the refinance and secure the cash out to meet the Client’s needs.

5/2022 - $671,250 Commercial Property Acquisition:  The Client was seeking to purchase a commercial building as an investment property, plus fund tenant improvements.  We were able to secure financing with a traditional lender at a reasonable fixed rate to facilitate the acquisition and fund the tenant improvements.

4/2022 - $280,000 Purchase Commercial Office Building:  The Client was seeking to acquire a commercial office building that they intended to partially owner-occupy.  We were able to secure financing with a traditional lender at a reasonable rate to facilitate the acquisition.

4/2022 - $391,500 Commercial Building Acquisition:  The Client was seeking to purchase a commercial office building to relocate their business into.  We were able to secure financing with a traditional lender at a reasonable fixed rate to facilitate the acquisition.

4/2022 - $375,000 Purchase 3-Flat Property:  The Client was seeking to acquire a 3-flat property to hold as an investment.  We were able to secure financing with a traditional lender at a reasonable rate to facilitate the acquisition.

4/2022 - $472,500 Purchase Mixed-Use Building:  The Client was seeking to acquire a mixed-used building and partially owner occupy part of the building utilizing the SBA 504 loan program.  We were able to secure an SBA 504 loan approval to facilitate the acquisition of the property, securing them a very attractive 25-year fixed rate on a portion of the debt.

4/2022 - $460,000 Business Acquisition:  The Client was seeking to purchase a car wash business and property.  We were able to secure financing with a traditional lender at a reasonable rate to meet the Client’s needs.

4/2022 - $1,015,000 Business & Real Estate Acquisition:  The Client was seeking to purchase the business he worked for, as well as the property the business operated out of, via the SBA 7A loan program.  We were able to secure an SBA 7A approval to fund 90% of the cost to acquire the business and real estate, along with provide the Client with working capital.

3/2022 - $420,000 Refinance Apartment Building:   The Client was seeking a cash out refinance of a 12-unit apartment building in order to buy out an investment partner.  We were able to secure an approval with a traditional lender at a strong fixed-rate to facilitate the refinance.

3/2022 - $3,230,000 Real Estate Acquisition:   The Client was seeking to purchase the sports facility that they had been leasing.  We were able to secure an SBA 7A loan approval to facilitate the acquisition of the property, securing them a very attractive 25-year fixed rate on a portion of the debt with only 10% down (seller put 5% down).

3/2022 - $142,500 Purchase Mixed-Use Building:  The Client was seeking to purchase a mixed-used retail and apartment building.  We were able to secure an approval with a traditional lender at a strong fixed-rate to facilitate the acquisition.

3/2022 - $2,075,900 Business Acquisition:  The Client was seeking to purchase a business via the SBA 7A loan program, along with fund initial working capital for the business. We were able to secure an SBA 7A loan approval to facilitate the acquisition and meet the initial working capital needs of the Client.

3/2022 - $3,040,000 Purchase Real Estate Portfolio:   The Client was seeking to purchase a portfolio of single-family investment properties.  We were able to secure an approval with a private lender at an attractive rate to facilitate the acquisition.

3/2022 - $250,000 Refinance Single-Family Investment Property:  The Client was seeking a cash out refinance of a single-family investment property they owned.  We were able to secure financing with a non-bank lender and secure the client an attractive 30-year fixed rate with cash out up to 75% of value.

3/2022 - $1,880,000 Purchase Commercial Facility:  The Client was seeking to acquire a commercial storage facility.  We were able to secure traditional financing at a strong fixed-rate with a 25-year loan term to facilitate the acquisition..

3/2022 - $570,000 Apartment Building Acquisition:  The Client was seeking to purchase a 6-unit apartment building to hold as an investment property, utilizing funds via 1031-exchange.  We were able to secure financing with a traditional lender at a strong fixed interest rate with a 30-year loan term to facilitate the acquisition.

3/2022 - $240,000 Purchase Mixed-Use Building:  The Client was seeking to purchase a mixed-use building that they partially owner-occupied.  We were able to secure financing with a traditional lender at a strong fixed-rate to facilitate the acquisition.

2/2022 - $878,895 Construction Loan:  The Client was seeking financing to construct a new pre-leased retail facility.  We were able to secure an approval with a traditional lender to provide both construction financing and the end loan take out for the new center.

2/2022 - $660,000 Purchase Mixed-Use Building:  The Client was seeking to purchase a mixed-use building that they partially owner-occupied.  We were able to secure financing with a traditional lender at a strong fixed-rate with a 25-year loan term to facilitate the acquisition.

2/2022 - $573,750 Refinance Apartment Building:  The Client was seeking to refinance an existing bridge loan on a 6-unit apartment building into a conventional mortgage loan.  We were able to secure financing with a traditional lender at a strong fixed interest rate with a 30-year loan term to facilitate the refinance.

2/2022 - $1,700,000 Refinance Apartment Building:  The Client was seeking to refinance a 72-unit apartment building to take some cash out for reserves.  We were able to secure an approval with a traditional lender at a strong fixed interest rate with a 25-year loan term to meet the Client’s needs.

2/2022 - $220,000 Purchase Office Building:  The Client was seeking to purchase a multi-tenant commercial office building as an investment property.  We were able to secure financing with a traditional lender at a strong fixed rate and 20-year loan term to facilitate the acquisition.

1/2022 - $296,250 Purchase Apartment Building:  The Client was seeking to acquire a 6-unit apartment building as an investment property.  We were able to secure financing with a traditional lender at a strong fixed interest rate with a 30-year loan term to facilitate the acquisition.

12/2021 - $1,441,881 Business Acquisition:  The Client was seeking to acquire another business to role into their existing business, along with working capital.  We were able to secure an SBA 7A loan approval to facilitate the acquisition and meet the initial working capital needs of the Client.

12/2021 - $630,000 Refinance Industrial Building:  The Client was seeking to refinance a multi-tenant industrial building that they partially owner-occupied, along with take cash out to pay down business debt.  We were able to secure an approval with a non-bank lender at a reasonable rate to meet the Client’s needs despite the fact the property was just recently improved.

12/2021 - $556,500 Apartment Building Refinance:  The Client was seeking to refinance a 20-unit apartment building with cash out.  We were able to secure a strong fixed rate with a traditional lender to facilitate the refinance.

12/2021 - $291,000 Commercial Term Loan:  The Client was seeking a commercial term loan to build-out a leased space for an additional restaurant location.  We were able to secure financing with a traditional lender at a reasonable rate to meet the Client’s needs.

12/2021 - $255,000 Apartment Building Acquisition:  The Client was seeking to purchase a 5-unit apartment building as an investment property.  We were able to secure financing with a traditional lender at a strong fixed rate on a 5/5 Arm with a 20 year loan term to facilitate the acquisition.

12/2021 - $675,000 Apartment Building Acquisition:  The Client was seeking to purchase a 9-unit apartment building as an investment property.  We were able to secure financing with a traditional lender at a strong fixed rate to facilitate the acquisition.

12/2021 - $248,000 Purchase Commercial Condo:  The Client was seeking to purchase a commercial condo to move their business into to be able to expand.  We were able to secure financing with a traditional lender at a strong fixed rate to facilitate the acquisition and meet the Client’s needs.

12/2021 - $1,425,000 Refinance Daycare Property:  The Client was seeking to refinance their daycare property upon maturity of their original loan.  We were able to secure an approval with a traditional lender with a strong fixed rate to facilitate the refinance.

12/2021 - $1,000,000 Refinance Mixed-Use Building:  The Client was seeking to refinance a mixed-use building in order to buy out an investment partner and to get cash out to fund another business.  We were able to secure an attractive fixed interest rate with a community bank to fund the refinance and provide the cash out for other business opportunities.

12/2021 - $452,000 Purchase Mixed-Use Building:  The Client was seeking to purchase a mixed-use building as an investment property.  We were able to secure an approval with a traditional lender to fund the property acquisition.

12/2021 - $227,000 Refinance Investment Property:  The Client was seeking to refinance a single-family investment property and take cash out.  We were able to secure financing with a non-bank lender and secure the client an attractive 30-year fixed rate with cash out up to 75% of value.

11/2021 - $28,000,000 Commercial Bridge Loan:  The Client was seeking a commercial bridge loan to purchase the note and mortgage for a shopping center.  We were able to secure hard money financing with a private lender to meet the Client’s needs.

11/2021 - $575,000 Business Acquisition:  The Client was seeking to purchase a lighting specialties company via the SBA 7A loan program.  We were able to secure an SBA 7A approval to fund 90% of the cost to acquire the business.

11/2021 - $557,500 Apartment Building Acquisition:  The Client was seeking to purchase a 6-unit apartment building to hold as an investment property.  We were able to secure financing with a traditional lender at a strong fixed interest rate to facilitate the acquisition.

11/2021 - $213,658 Purchase Office Condo:  The Client was seeking to purchase a commercial office condo via the SBA 7A loan program to operate their medical practice out of.  We were able to secure an SBA 7A approval to finance 90% of the acquisition price for the property.

11/2021 - $2,095,000 Construction Loan:  The Client was seeking a construction loan to acquire and rehab a pre-leased medical office building.  We were able to secure financing with a traditional lender to fund the acquisition and rehab of the property.

10/2021 - $131,250 Purchase Industrial Condo:  The Client was seeking to purchase an industrial condo to move their business into and be able to grow.  We were able to secure financing with a traditional lender at a solid fixed interest rate to facilitate the acquisition.

10/2021 - $964,162 Business Acquisition:  The Client was seeking to acquire a manufacturing company along with fund initial working capital via SBA 7A loan program.  We were able to secure an SBA 7A approval to facilitate the acquisition and meet the Client’s initial working capital needs.

10/2021 - $1,050,000 Industrial Property Acquisition:  The Client was seeking to acquire a vacant industrial lot for truck parking and storage.   We were able to secure financing with a traditional lender at 75% of cost despite the fact the property was vacant land, and get a strong fixed interest rate with the flexibility to get more financing later to build a building on the site.

10/2021 - $731,973 Business Acquisition:  The Client was seeking to purchase a cleaning business.  We were able to secure an SBA 7A approval to fund 90% of the cost to acquire the business.

10/2021 - $200,000 Business & Real Estate Acquisition:  The Client was seeking to acquire a contracting company and the property it operated out of.  We were able to secure a traditional bank loan at 80% financing to acquire the to be owner-occupied commercial property for the business.

10/2021 - $252,000 Purchase Office Condo:  The Client was seeking to acquire a commercial office condo to occupy with their consulting business.  We were able to secure financing with a traditional lender at a reasonable rate to facilitate the acquisition.

9/2021 - $2,855,000 Refinance Retail Property:  The Client was seeking to refinance their owner-occupied car wash property.  We were able to secure a strong 10-year fixed rate to refinance the Borrower out of an SBA 7A loan into a conventional loan.

9/2021 - $972,500 Single-Family Refinance:  The Client was seeking to refinance a single-family investment rental property they owned.  We were able to secure financing with a non-bank lender to maximize their cash out and secure them a 30 year fixed rate in the mid 4% range.

9/2021 - $120,000 Single-Family Investment Property:  The Client was seeking to purchase a single-family residence to hold as an investment rental property.  We were able to secure 80% financing via a non-bank lender to acquire the property with a 30-year fixed rate.

9/2021 - $951,003 Business Acquisition:  The Client was seeking to facilitate a stock purchase of a contracting business.  We were able to secure an SBA 7A approval to fund the acquisition of the business and fund 90% of the cost to acquire the business.

9/2021 - $350,000 Commercial Line of Credit:  The Client was seeking a commercial line of credit to fund working capital for a new business they were acquiring.  We were able to secure a line of credit at an attractive rate to meet the Client’s working capital needs.

9/2021 - $1,800,000 Business Acquisition:  The Client was seeking to purchase a home health care business.  We were able to secure an SBA 7A approval to fund 100% of the acquisition cost for the business due to it being an add-on business.

9/2021 - $200,000 Commercial Line of Credit:  The Client was seeking a commercial line of credit to fund working capital for a new business they were acquiring.  We were able to secure a line of credit at an attractive rate to meet the Client’s working capital needs.

9/2021 - $1,300,000 Business Acquisition:  The Client was seeking to acquire an existing flooring business.  We were able to secure 90% financing through an SBA 7A loan to acquire the business.

9/2021 - $326,250 Purchase Apartment Building:  The Client was seeking to acquire a 6-unit apartment property as an investment property.  We were able to secure a strong fixed rate with a traditional lender to facilitate the acquisition.

8/2021 - $231,000 Refinance Multi-Family Property:  The Client was seeking to refinance the existing mortgage on a 2-unit multi-family investment property.  We were able to secure a competitive 30-year fixed rate and maximize the Borrower’s cash out on their refinance.

7/2021 - $2,996,000 Commercial Construction Loan:  The Client was seeking to construct a new sports facility to operate a travel sports club and lease remaining space.  We were able to secure an SBA 7A loan to fund construction, despite the fact historical cash flow was a bit tight on the new facility and the facility was getting constructed coming out of Covid.

7/2021 - $3,200,000 Purchase Investment Property:  The Client was seeking to acquire a leased daycare property to own as an investment property.  The Borrowers live out of state, but we were able to secure a conventional bank loan with a ten-year very attractive fixed rate from a local community bank to where the property is at.

7/2021 - $1,145,000 Refinance Industrial Building:  The Client was seeking to refinance their owner-occupied multi-tenant industrial building.  Despite two years of losses including a loss in 2020, we were able to secure a conventional bank loan at an attractive fixed rate to refinance the debt.

7/2021 - $108,000 Purchase Commercial Office Condo:  The Client was seeking to purchase a commercial office condo to open an additional location for their business.  The client's main business was located across the country from the State they were opening in, but we were able to secure a strong fixed-rate commercial loan from a community bank where they were buying the condo at so they can expand into a new market.

6/2021 - $296,000 Purchase Industrial Building:  The Client was seeking to acquire an owner-occupied multi-tenant industrial building.  We were able to secure a strong fixed rate from a local community bank.

6/2021 - $500,000 Commercial Bridge Loan:  The Client was seeking a commercial bridge loan to refinance their owner-occupied industrial building along with consolidate business debt.  The company was getting pushed out of their Bank and was coming off of strong losses in 2020, so we found a bridge lender to consolidate their debt and provide them time to refinance into a conventional mortgage loan.

6/2021 - $3,500,000 Business Acquisition Loan:  The Client was seeking to acquire a construction services business via a stock purchase.  We were able to secure an SBA 7A loan to fund a majority of the purchase of the business.

6/2021 - $1,000,000 Commercial Line of Credit:  The Client was seeking a commercial line of credit to meet the working capital needs of a new business they had acquired.  We were able to secure an SBA Express Line of Credit to meet the working capital needs of the business, without the Borrower having to put any additional capital into the business acquisition to secure the line.

6/2021 - $100,000 Purchase Commercial Office Condo:  The Client was seeking to purchase a commercial office condo to operate a Church.  We were able to secure financing with a traditional lender at an attractive fixed interest rate to secure this purchase.

6/2021 - $450,000 Refinance Apartment Building:  The Client was seeking to refinance a 6-unit apartment building that they owned and lived in one of the units.  We were able to secure a strong fixed-rate mortgage loan with a conventional bank to facilitate this refinance for them.

5/2021 - $220,000 Refinance Apartment Building:  The Client was seeking to refinance the existing mortgage on a 6-unit apartment building they owned after completing rehab.  We were able to secure a strong fixed rate loan from a community bank utilizing the improved value of the property post rehab.

5/2021 - $322,500 Purchase Apartment Building:  The Client was seeking to acquire a 6-unit apartment building as an investment property.  We were able to secure financing with a regional bank at a very attractive fixed rate to facilitate this acquisition for the client.

5/2021 - $425,000 Purchase Apartment Building:  The Client was seeking to purchase a 5-unit apartment building with funds from a 1031-exchange from the sale of another investment property they owned.  Despite some past credit issues, we were able to secure a conventional bank loan at an attractive fixed interest rate to facilitate this acquisition.

5/2021 - $262,500 Land Acquisition Loan:  The Client was seeking to acquire vacant land for a future industrial building they planned to build and owner occupy with their businesses.  We were able to secure financing with a traditional lender at a reasonable rate to facilitate the acquisition of the vacant land for the Client.

4/2021 - $2,157,000 Purchase Commercial Building:  The Client was seeking to acquire a commercial building, along with fund improvements and working capital to open a new location for their retail business.  We were able to secure SBA 7A financing to facilitate the acquisition and fund 100% of the purchase price and cost to rehab the building.

4/2021 - $900,000 Commercial Bridge Loan:  The Client was seeking to refinance the commercial property they owner-occupied with their fitness business.  We were able to secure hard money financing with a private lender within 48 hours to meet the Client’s needs and facilitate the refinance, despite the business having shown a large loss in 2020.

4/2021 - $331,200 Purchase Commercial Property:  The Client was seeking to acquire a commercial property to move their retail business into.  We were able to secure SBA 7A financing to facilitate the acquisition and fund 90% of the purchase price.

4/2021 - $972,000 Purchase and Rehab Industrial Building:  The Client was seeking to purchase and rehab their owner-occupied industrial building.  We were able to secure an approval with a traditional lender at a very strong fixed rate to facilitate the acquisition and rehab for the property.

4/2021 - $1,235,000 Purchase Commercial Property:  The Client was seeking to purchase the leased commercial property they operated one of their business locations from, along with refinance the associated leasehold improvement debt.  We were able to secure an SBA 7A commercial loan to facilitate both the acquisition and the refinance of the leasehold improvement debt, and get 100% financing done on the purchase.

4/2021 - $150,000 Equipment Acquisition:  The Client was seeking to acquire a new piece of equipment for their business.  We were able to secure an equipment term loan at a very low rate to facilitate the acquisition.

4/2021 - $360,000 Refinance Term Loan:  The Client was seeking to refinance a short-term high interest loan they had obtained to fund business growth.  We were able to secure an approval with a traditional lender via the SBA 7A loan program to refinance this debt for them at a much more attractive rate and with a ten year term.

3/2021 - $3,500,000 Commercial Construction Loan:  The Client was seeking a construction loan to rehab an existing 68-unit multi-family apartment building and provide time to lease-up the property.  We were able to secure construction financing with a traditional lender to provide the needed capital to complete the project.

3/2021 - $900,000 Refinance Multi-Family Investment Property:  The Client was seeking to refinance their 6-unit multi-family investment property in order to pull cash out to acquire an additional property.  We were able to secure financing with a traditional lender at an attractive fixed interest rate providing them the cash out to use in the future.

3/2021 - $1,319,254 Hotel Acquisition:  The Client was seeking to purchase and rehab an old hotel property.  We were able to secure an SBA 7A loan approval to facilitate the acquisition and funds needed to renovate the hotel.

2/2021 - $692,206 Purchase Commercial Restaurant Property:  The Client was seeking to acquire a commercial restaurant property to start a new restaurant.  We were able to secure an approval with a traditional lender at a reasonable rate to fund 85% of the property acquisition and startups costs for a new restaurant.

2/2021 - $2,100,000 Refinance Commercial Property:  The Client was seeking to refinance the existing mortgage on their commercial daycare property held as investment.  We were able to secure financing with a traditional lender at an attractive fixed rate with a 20-year loan term to refinance the debt.

2/2021 - $250,000 Refinance Mixed-Use Building:  The Client was seeking to complete a cash out refinance on a commercial mixed-use building they owned free and clear.  We were able to secure financing with a traditional lender at an attractive fixed rate to facilitate the refinance and get them the cash needed to provide working capital and reserves for their business.

2/2021 - $500,000 Refinance Retail Shopping Center:  The Client was seeking to refinance an 8-unit retail shopping center they owned as an investment property.   We were able to secure an approval with a traditional lender at a strong rate to facilitate the refinance.

2/2021 - $500,000 Refinance Retail Shopping Center:  The Client was seeking to refinance a 10-unit retail shopping center.  We were able to secure financing at a strong fixed rate with a traditional lender to facilitate the refinance and meet the Client’s needs.

2/2021 - $900,000 Refinance Office Building:  The Client was seeking to refinance a multi-unit office building that they owned as an investment property.  We were able to secure financing at a strong fixed rate with a traditional lender to facilitate the refinance.

2/2021 - $4,100,000 Refinance Mixed-Use Building:  The Client was seeking to refinance a 17-unit retail / office building.  We were able to secure financing at a strong fixed rate with a traditional lender to facilitate the refinance and meet the Client’s needs.

2/2021 - $828,000 Business & Real Estate Acquisition:  The Client was seeking to acquire a manufacturing business, along with the industrial building the business operated out of.  We were able to secure SBA 7A financing to facilitate both the business and real estate acquisition, with the entire debt placed on a 25-year amortization, providing for small monthly payments.

2/2021 - $100,000 Commercial Line of Credit:  The Client was seeking to obtain a working capital line of credit for their manufacturing business.  We were able to secure a line of credit at an attractive rate to meet the Client’s working capital growth needs.

2/2021 - $567,003 Business Acquisition:  The Client was seeking to acquire a restaurant that they worked for and managed for many years.  We were able to secure an SBA 7A loan approval to fund 90% of the acquisition price despite fluctuating revenues due to Covid-19 in 2020.

2/2021 - $255,000 Commercial Bridge Loan:  The Client was seeking to refinance the existing mortgage on a 6-unit apartment building, along with take out some cash to pay off another property despite several liens and judgements on the property.  We were able to secure commercial bridge financing with a private lender to facilitate the refinance and payoff the liens and judgements.

1/2021 - $183,330 Business Start-Up:  The Client was seeking financing to start-up a 2nd location of their restaurant.  We were able to secure an SBA 7A loan approval to fund 90% of the cost for a second location despite coming off of Covid-19.

1/2021 - $408,000 Purchase Industrial Property: The Client was seeking to acquire an industrial property to move their existing business into.   The property had some environmental concerns.  We were able to secure an approval with a traditional lender at an attractive fixed rate to finance the property acquisition despite the environmental concerns. 

1/2021 - $866,000 Refinance Multi-Family Investment Properties:  The Client was seeking to refinance the existing mortgage debt on three of their multi-family investment properties.  We were able to secure an approval with a traditional lender at an attractive fixed rate fixed for five-years but with the loan having a 25-year term with rate adjustments every five-years, consolidating the original loans into one new loan with a release provision in place.

1/2021 - $600,000 Refinance Commercial Office Building:  The Client was seeking to refinance the existing mortgage on the commercial office building that was partially occupied by his business (less than 50%), along with take some cash out to provide fresh working capital for the business.  We were able to secure financing with a traditional lender at an attractive fixed rate to facilitate the refinance and get the client the cash out they were looking for.

12/2020 - $840,000 Purchase Industrial Building:  The Client was seeking to acquire an industrial property that they planned to move their business into.  We were able to secure an SBA 7A loan to facilitate the acquisition and get the closing done while minimizing the required down payment.

12/2020 - $422,800 Commercial Line of Credit:  The Client was seeking a revolving commercial line of credit to provide on-going working capital for their business.  We were able to secure a line of credit at an attractive rate to meet the Client’s working capital growth needs.

12/2020 - $3,775,000 Refinance Equipment Debt:  The Client was seeking to refinance and consolidate the existing equipment debt of their business.  We were able to secure financing with a traditional lender and a solid interest rate and using the SBA 7A loan program we were able to extend the term out on the equipment from five years to ten years, greatly enhancing the Client's cash flow.

12/2020 - $200,000 Finance Fix & Flip Property:  The Client was seeking financing to complete rehab to a single-family home they were fixing and flipping and were in the middle of construction on.  We were able to secure commercial bridge loan financing with a private lender to meet the Client’s needs.

12/2020 - $339,983 Purchase Commercial Office Condo:  The Client was seeking to acquire a commercial office condo to move their health practice into.  We were able to secure financing with a traditional lender via an SBA 7A loan with a very attractive 25-year fixed interest rate.

11/2020 - $390,000 Purchase Apartment Building:  The Client was seeking to acquire a 6-unit apartment building to hold as an investment property.  We were able to secure financing with a traditional lender at a solid fixed interest rate.

11/2020 - $3,600,000 Construction Loan on Mixed-Use Building:  The Client was seeking to obtain a construction loan to finance the completion of rehab to redevelop a mixed-use building containing retail and apartments.  We were able to secure construction financing with a traditional lender to provide capital to complete the project already in progress.

11/2020 - $1,400,000 Cash Out Refinance on Mixed-Use Building:  The Client was seeking a cash out refinance on a mixed-use building they owned in order to utilize as an interest reserve on another construction project.  We were able to secure financing with a traditional lender at a reasonable rate to facilitate the refinance and fund the required interest reserve.

11/2020 - $440,000 Cash Out Refinance on Retail Shopping Center:  The Client was seeking to do a cash out refinance on the retail shopping center they owned that was not currently cash flowing in order to pay real estate taxes and build up a reserve to pay future real estate taxes.  We were able to secure a commercial bridge loan with a private lender to facilitate the cash out refinance and cover the real estate taxes and setup a payment reserve until the Client can close on a pending sale on another property and payoff the loan.

11/2020 - $740,000 Refinance Business Debt & Finance Build-Out:  The Client was seeking to finance the build out of a leased commercial space they planned to move their business into, along with refinance their existing business debt and fund some fresh working capital.  We were able to secure an SBA 7A loan at a reasonable rate to facilitate the build-out, refinance and working capital needs of their new location.

10/2020 - $160,000 Purchase Single-Family Investment Property:  The Client was seeking to purchase a single-family home as an investment property.  We were able to secure financing with a traditional lender at a reasonable rate to facilitate the acquisition.

10/2020 - $441,000 Purchase Commercial Office Building:  The Client was seeking to purchase a 2-unit commercial office building to open up a second location of their business.  We were able to secure an SBA 504 loan approval to facilitate the acquisition of the property, securing them a very attractive 25-year fixed rate on a portion of the debt.

9/2020 - $675,000 Industrial Building Acquisition:  The Client was seeking to acquire the leased industrial building that they operated their business out of.  We were able to secure an SBA 504 loan approval to facilitate the acquisition and provide the client with a very low 25-year fixed rate on the SBA portion of the loan.

9/2020 - $770,000 Construction Loan:  The Client was seeking to finance the construction of 8 townhomes already partially constructed.  We were able to secure financing with a traditional lender at a strong interest rate to fund the remaining construction costs for the project.

9/2020 - $367,500 Purchase Apartment Building:  The Client was seeking to acquire a 6-unit apartment building as an investment property.  We were able to secure financing with a traditional lender at a reasonable rate to fund the acquisition for the Client.

9/2020 - $250,000 Purchase Apartment Building:  The Client was seeking a commercial bridge loan to finance the acquisition of a 15-unit apartment building they intended to make improvements to.  We were able to secure financing with a private lender to fund the project.

9/2020 - $2,152,500 Business Acquisition:  The Client was seeking to acquire an existing business, along with the real estate it operated from, to own / manage.  We were able to secure SBA 7A financing to facilitate the business and real estate acquisition at an extremely attractive 25-year fixed rate of 3.95%, along with fund initial working capital for the Client.

9/2020 - $2,000,000 Business Acquisition:  The Client was seeking to acquire an existing food service business in a challenging Covid environment, along with fund the build out of a new location and purchase of new equipment.  We were able to secure SBA 7A financing to facilitate the business acquisition, leasehold improvements, equipment acquisition, and initial working capital, despite some impact to the business from Covid-19.

8/2020 - $280,000 Purchase Mixed-Use Building:  The Client was seeking to purchase a commercial / mixed-use building to owner-occupy with their business.  We were able to secure financing with a traditional lender at a reasonable rate despite some past credit issues with a community bank.

8/2020 - $255,000 Commercial Bridge Loan:  The Client was seeking to acquire a single family home to hold for future development.  We were able to secure financing with a traditional lender to facilitate the acquisition of the property for future construction despite current market conditions.

8/2020 - $412,500 Purchase Mixed-Use Building:   The Client was seeking to finance the acquisition and rehab of a mixed-use retail / industrial building that they partially owner-occupy.  We were able to secure financing with a traditional lender at a reasonable rate to facilitate the acquisition and rehab of the property so they can add additional tenants.

 7/2020 - $252,000 Purchase Office Condo:  The Client was seeking to purchase the medical office condo they occupied with their business.  We were able to secure financing with a traditional lender at a strong long-term fixed rate to fund the acquisition.

7/2020 - $500,000 Refinance Mixed-Use Building:  The Client was seeking to refinance their partially owner-occupied mixed-use building.  We were able to secure financing with a traditional lender to facilitate the refinance at a low fixed rate with a traditional bank.

7/2020 - $423,750 Refinance Retail Property:  The Client was seeking a cash out refinance of their owner-occupied daycare facility to consolidate debt, along with provide working capital for the business.  We were able to secure financing with a traditional lender at a strong fixed rate to complete the refinance with cash-out up to 70% of the value.

7/2020 - $1,500,000 Business Line of Credit:  The Client was seeking a new commercial line of credit to support the working capital needs of their consulting business.  We were able to secure financing with a traditional lender at an attractive rate to provide the growth capital needed.

7/2020 - $815,869 Purchase Mixed-Use Building:  The Client was seeking to acquire a mixed-use retail and residential building to expand their business into, as well as live in.  We were able to secure a conventional loan approval to facilitate the acquisition and a low fixed interest rate.

6/2020 - $852,000 Apartment Building Acquisition:  The Client was seeking to acquire a 12-unit apartment building as an investment property.  We were able to secure an approval with a traditional bank to facilitate the acquisition at an attractive fixed rate.

6/2020 - $307,000 Refinance Retail Shopping Center:  The Client was seeking to refinance a partially owner-occupied 5-unit retail shopping center without involving an owner of about one-third of the property.  We were able to secure financing with a traditional lender at an attractive fixed rate without having to involve the partial owner in the deal.

6/2020 - $793,500 Business Start-up:  The Client was seeking to start up a new med spa facility.  We were able to obtain an SBA 7A loan approval to facilitate the business start-up, despite having to overcome some unforeseen delays with Covid-19.

6/2020 - $215,000 Equipment Acquisition:  The Client was seeking to acquire new equipment for their med spa start-up.  We were able to secure a new equipment loan with a private lender at a reasonable rate to facilitate the acquisition.

6/2020 - $380,000 Apartment Building Acquisition:  The Client was seeking to purchase the 7-unit apartment building that they lived in one of the units.  We were able to secure financing with a traditional lender with a strong fixed rate to finance this acquisition.

6/2020 - $264,000 Business Acquisition:  The Client was seeking to acquire an existing restaurant and take over managing / operations.  We were able to secure SBA 7A financing to facilitate the acquisition despite market conditions related to Covid-19.

5/2020 - $517,600 Commercial Term Loan:  The Client was seeking to acquire specific websites and associated materials for their publishing business.  We were able to secure financing with a traditional lender at a reasonable rate to facilitate the acquisition of these business assets through a creative financing method as the loan would not qualify for SBA financing.

5/2020 - $568,750 Cash Out Refinance:  The Client was seeking to refinance their existing commercial property in order to take cash out to provide working capital for their landscaping business.  We were able to secure financing with a traditional lender with a strong fixed rate to facilitate the refinance and meet the Client’s needs.

5/2020 - $630,000 Purchase Commercial Property:   The Client was seeking to purchase a commercial property to expand their landscaping business into.  We were able to secure SBA 504 financing to facilitate the acquisition with a below 3% fixed rate for 25-years utilizing the SBA 504 loan program for 40% of the purchase price.

5/2020 - $461,250 Purchase Apartment Building:    The Client was seeking to purchase a 12-unit apartment building as an investment property.  We were able to secure financing at a very attractive fixed rate with a traditional lender on a 30-year amortization to facilitate the acquisition. 

5/2020 - $214,500 Refinance Apartment Building:   The Client was seeking to refinance their 10-unit apartment building and take additional cash out to fund improvements to the building.  Despite existing city violations, we were able to secure financing with a traditional lender at a reasonable rate to facilitate the acquisition and meet the Client’s needs.

5/2020 - $473,299 Business Acquisition:  The Client was seeking to finance the acquisition of a business they had worked at for years.  We were able to facilitate an SBA 7A loan approval to finance 90% of the purchase price and provide working capital at a reasonable interest rate.

4/2020 - $720,000 Owner-Occupied Commercial Real Estate Loan:    The Client was seeking to purchase the commercial property occupied by the manufacturing business they were acquiring.   We were able to secure two loans for this property acquisition.  The first loan was a traditional bank loan backed by tax credits with a 8-year fixed rate of 1.75% for 50% of the acquisition price.  The second loan was an SBA 504 loan with a 25-year fixed rate below 3.00%.

4/2020 - $3,000,000 Line of Credit:   The Client was seeking to take out a new commercial line of credit to meet the working capital needs of their newly acquired business.  We were able to secure them a conventional bank line of credit utilizing a borrowing base at an attractive rate to fund the future working capital needs of the business they were purchasing.

4/2020 - $430,000 Business Acquisition:   The Client was seeking to purchase an existing manufacturing business via a stock purchase.  We were able to secure a traditional bank loan on an extended seven-year amortization utilizing the equipment as collateral to finance the business purchase for them at an attractive fixed rate.

4/2020 - $915,000 Purchase Commercial Property:  The Client was seeking to acquire a commercial property to renovate and start their new business.  We were able to secure an SBA 7A commercial mortgage loan to facilitate the acquisition, finance the necessary renovations, as well as fund initial working capital for the business despite current economic conditions.

4/2020 - $232,500 Purchase Mixed-Use Building:  The Client was seeking a bridge loan to acquire a 2-unit mixed-use building to move his new growing business into after completing self-funded renovations to the property.  We were able to secure commercial bridge loan financing with a traditional lender to facilitate the acquisition at a reasonable rate, providing time to renovate the property and refinance into a more traditional bank loan.

3/2020 - $400,000 Refinance Business Debt:  The Client was seeking to refinance the existing business debt of their dental practice, along with fund improvements to the office.  We were able to secure an SBA 7A loan approval to facilitate the refinance, along with fund improvements, equipment and working capital for the business.

3/2020 - $1,800,000 Purchase Industrial Property:  The Client was seeking to acquire a commercial / industrial property to move their trucking company into.  We were able to secure financing with a traditional lender and an SBA 504 approval to facilitate 90% of the acquisition cost for the property.

3/2020 - $250,000 Purchase Office Building:  The Client was seeking to acquire a commercial office building to move their non-profit business into.  We were able to secure financing with a traditional lender at an attractive rate to acquire the property, while minimizing the required down payment.

2/2020 - $400,000 Business Acquisition:  The Client was seeking to purchase an existing funeral home business and property to expand their current funeral home business.  We were able to secure financing with a community bank to facilitate the acquisition of the property and business for the client.

2/2020 - $825,000 Refinance Owner-Occupied Industrial Property:    The Client was seeking to refinance the existing mortgage debt on their owner-occupied industrial property, along with take cash out against the property to pay off other outstanding debt.  We were able to secure financing at a reasonable rate with a non-bank lender to facilitate the cash out refinance despite the client having only owned the building for about a year.

2/2020 - $452,000 Refinance Business Acquisition Loan:  The Client was seeking to refinance the original seller note from their business franchise purchase.  We were able to secure SBA 7A financing to facilitate the refinance of the seller note, along with consolidate their other outstanding business debt into the same loan.

1/2020 - $472,500 Refinance Owner Occupied Industrial Building:  The Client was seeking to take cash out on their owner occupied industrial property that was owned free and clear to reimburse themselves for money spent to rehab the building, as well as to use for future investment property acquisitions.  We were able to secure financing at a reasonable rate to facilitate the cash out refinance using a non-bank lender.

12/2019 $201,300 Refinance Investment Properties: The Client was seeking to refinance the existing mortgages on two single-family investment properties they owned and get cash out above and beyond what was owed.  We were able to secure financing with a non-bank lender to facilitate the refinance, despite the Client being a citizen of another country.

12/2019 - $625,500 Business Acquisition:  The Client was seeking to purchase an auto repair franchise business along with obtain some initial working capital for the business.  We were able to secure an SBA 7A approval to meet the Client’s needs.

12/2019 - $273,750 Apartment Building Acquisition: The Client was seeking to purchase a 6-unit apartment building as an investment property.  We were able to secure financing with a traditional lender at a strong fixed rate to facilitate the acquisition of the property.

12/2019 - $268,000 Business Start-Up: The Client was seeking to start up a family dental practice, including financing some equipment and medical supplies.  We were able to secure an SBA 7A approval to facilitate the business start up.

12/2019 - $750,000 Business Acquisition: The Client was seeking to acquire a home health care agency and fund initial working capital.  We were able to secure SBA financing at a reasonable rate to facilitate 90% of the acquisition price with only 5% cash equity into the deal from the Borrower with a local bank, as well as build working capital into the loan.

11/2019 - $877,500 Construction Loan: The Client was seeking financing to purchase and fund improvements to a mixed-use building they planned to occupy with their business.  We were able to secure construction financing and an SBA 504 loan approval to facilitate the purchase and improvements and an attractive fixed rate.

10/2019 – $4,000,000 Equipment Term Loan: The Client was seeking to refinance existing equipment debt, along with take additional cash out on equipment already owned to consolidate and pay down outstanding company debt and payables.  We were able to secure a new equipment loan with a community bank at an attractive fixed rate to refinance and consolidate the majority of their existing debt.

10/2019 – $1,800,000 Commercial Line of Credit: The Client was seeking to refinance their existing line of credit, along with consolidate outstanding letters of credit and provide fresh working for their business.  Despite the fact they lost money in 2018, they experienced a strong turn around in the second half of 2018 and the trailing 12 months and year to date supported the loan request.  We were able to secure financing at an attractive rate to replace their existing line of credit with a traditional bank.

10/2019 – $764,000 Refinance Owner Occupied Industrial Property: The Client was seeking to refinance their owner occupied industrial property to consolidate existing business debt.  We were able to secure a new commercial mortgage with a community bank at an attractive fixed rate to complete this refinance.

10/2019 – $215,000 Refinance Owner Occupied Industrial Property: The Client was seeking to refinance their owner-occupied industrial property in order to payoff a private loan and get some capital to rehab the property.  We were able to secure a new commercial mortgage with a community bank at a reasonable rate to facilitate the refinance of the property with cash to make improvements to meet the Client’s needs.

10/2019 – $600,000 Commercial Term Loan: The Client was seeking term debt secured by their owner-occupied industrial facility, owned free and clear, in order to facilitate the growth and expansion of their business.  The business had not yet turned profitable, so they needed a lender that would fund them the money based on projections.  We were able to secure financing with a private lender at a reasonable rate to get the Client the working capital needed in order to continue growing their business.

10/2019 - $1,200,000 – Commercial Line of Credit: The Client was seeking to take out a new operating line of credit to meet the working capital needs of their business including the ability to borrow money against inventory due to their existing lender pushing them out.  We were able to secure an approval at an attractive interest rate allowing the client to leverage inventory and equity in their building to future secure their line of credit.

10/2019 - $1,300,000 – Refinance Commercial Property: The Client was seeking to refinance the existing mortgage on their owner-occupied commercial property because they were being pushed out of their bank.  We were able to secure a mortgage approval with a traditional bank at a very attractive fixed rate for this financing.

9/2019 - $1,300,000 Refinance Owner-Occupied Industrial Property: The Client was seeking to refinance their owner-occupied industrial property to facilitate taking some cash out to pay off business debt and provide fresh working capital after coming off of a bad year and a half.   We were able to secure traditional financing at an attractive fixed interest rate to refinance the mortgage and consolidate all business debt into one loan.

9/2019 - $150,000 Working Capital Line of Credit:  The Client was looking for fresh working capital after consolidating all other business debt.  We were able to get an unmonitored working capital line of credit in place with a conventional bank at a reasonable interest rate.

9/2019 - $370,313 Apartment Building Acquisition: The Client was seeking to purchase a 10-unit apartment building as an investment property.  We were able to secure financing at a very attractive fixed rate with a traditional lender on a 30-year amortization to facilitate the acquisition. 

9/2019 - $222,188 Apartment Building Acquisition: The Client was seeking to purchase a 6-unit apartment building as an investment property.  We were able to secure financing at a very attractive fixed rate with a traditional lender on a 30-year amortization to facilitate the acquisition. 

9/2019 - $83,600 Commercial Bridge Loan: The Client was seeking cash out on a 4-unit apartment building they owned as a investment property, free and clear, in order to repay past due property taxes to be able to sell the property.  We were able to secure financing with a private lender to meet the Client’s needs despite a low credit score and low personal income.

9/2019 - $800,000 Refinance Retail Shopping Center: The Client was seeking to refinance the existing mortgage on a 10-unit retail shopping center they owned as an investment property.  Historical cash flow as tight and cash-out was needed to fund repairs at the property and to bring in new tenants.  We were able to secure financing at an attractive fixed interest rate with a traditional lender to facilitate the refinance and cash-out and meet the Client’s needs.

9/2019 – $600,000 Apartment Building Acquisition: The Client was seeking to purchase a 12-unit apartment building as an investment.  We were able to secure financing with a traditional lender at a very low fixed interest rate to facilitate this financing.

9/2019 – $550,000 Business Start-Up: The Client was seeking financing to start up a new family style restaurant.  We were able to secure an SBA 7A approval to facilitate the restaurant start-up and build-out costs.

8/2019 – $600,000 Business Term Loan: The Client was seeking to advance capital from their business to complete construction of their home.  We were able to secure financing with a traditional lender at a reasonable rate to get the Client the cash they needed.

8/2019 – $173,775 Commercial Bridge Loan: The Client was seeking to payoff their property acquisition loan and fund construction costs to fix and flip a single-family residence.  We were able to secure financing with a private lender to meet the Client’s needs.

8/2019 – $325,000 Commercial Term Loan: The Client was seeking to fund the growth initiatives of his company and acquire additional inventory.  We were able to secure an SBA 7A term loan to fund the working capital the Client needed to continue to grow his business.

8/2019 – $417,600 Purchase Mixed-Use Building: The Client was seeking to acquire a mixed-used building to move their business into and fund the build-out of the space.  We were able to secure an SBA 504 loan approval to facilitate the acquisition and fund the build-out of the space.

7/2019 - $1,140,000 Refinance Retail Property: The Client was seeking a cash out refinance of their original construction loan on a 2-unit retail building leased to National tenants.  We were able to secure an approval with a traditional lender at a reasonable rate to facilitate paying off the original construction loan and to reimburse the Client for money into the project.

7/2019 – $1,899,737 Business Acquisition: The Client was seeking to acquire a consulting company, as well as obtain working capital to run the business.  We were able to secure an SBA 7A approval at a reasonable rate to facilitate the acquisition and provide the working capital needed for the Client’s new business, despite the fact the collateral was almost all goodwill for the business being purchased.

7/2019 – $3,000,000 Guidance Line of Credit: The Client was seeking to refinance existing company equipment debt, along with have availability of funds to acquire new equipment as needed to support the growth of the company's one year old heavy equipment leasing firm.   We were able to secure a line approval to provide the client with the ability to finance up to 90% of the purchase price of new equipment over the next year as needed at a strong attractive fixed market rate.

7/2019 – $1,852,500 Refinance Banquet Facility: The Client was seeking to refinance their owner-occupied banquet facility out of a hard money loan after two years of business history into a conventional loan.  We were able to secure traditional financing at a strong market rate to facilitate the refinance.

7/2019 – $715,875 Commercial Property Acquisition: The Client was seeking to acquire a commercial investment property occupied by a well-known national tenant.  We were able to secure an approval with a traditional lender at an attractive market rate, despite a pending lease maturity before the loan term was up.

7/2019 – $670,000 Refinance Single-Family Investment Property: The Client was seeking to refinance an existing construction loan they had acquired to rehab a single-family home.  We were able to secure financing at a fixed rate with a private lender to facilitate the refinance and get cash back out to the Borrower.

7/2019 – $180,000 Refinance Single-Family Investment Property: The Client was seeking to refinance their single-family investment property owned free of debt.  We were able to secure a cash-out financing at a fixed rate with a private lender to get the client their capital back out of the property.

6/2019 – $551,250 Purchase Mixed-Use Building: The Client was seeking to purchase a mixed-use building as an investment property.  We were able to secure financing with a traditional lender at a solid market rate to fund the acquisition of the property, despite short-term leases in place from the commercial tenants.

6/2019 – $367,500 Purchase Retail Office Building: The Client was seeking to purchase a 6-unit retail office building as a long-term investment.  We were able to secure financing with a traditional lender at a solid market rate to secure this purchase.

6/2019 – $1,130,000 Business & Real Estate Acquisition: The Client was seeking to finance the acquisition of a restaurant and banquet facility.  We were able to secure an SBA 7A approval to finance 90% of the acquisition price for the restaurant and building, despite declining historical cash flow for the restaurant.

5/2019 – $2,400,000 Business Acquisition: The Client was seeking to acquire a home health care business.  We were able to obtain an SBA 7A loan to facilitate the acquisition despite the fact the transaction was almost all goodwill, along with fund working capital for the business.

5/2019 – $526,627 Refinance Single-Family Investment Property: The Client was seeking a cash out refinance on their single-family investment property in order to pay some outstanding bills.  We were able to secure an approval at a fixed rate with a private lender to meet the Client’s needs.

5/2019 – $700,000 Business & Real Estate Acquisition Loan: The Client was seeking to purchase a local skate business that they had been the long-time manager of, along with the real estate the business operated from.   We were able to secure an SBA 7A loan to facilitate both the acquisition of the business and the real estate, despite having to deal with legacy seller issues along the way.

5/2019 – $195,000 Refinance Retail Investment Property: The Client was seeking a cash out refinance on a 3-unit retail investment property to retire some business debt and put money down on a new home.  We were able to secure an approval with a traditional lender at a reasonable rate to facilitate the refinance and meet the Client’s needs.

5/2019 – $490,500 Medical Office Building Acquisition: The Client was seeking to acquire a medical office building to relocate their medical practice.  We were able to secure a 25-year fixed rate loan approval at a very attractive rate with a national lender.

5/2019 – $4,400,000 Refinance Commercial Office Building: The Client was seeking to refinance their commercial office building along with take some cash out to reimburse themselves for capital invested into the building.  We were able to secure a CMBS (Commercial Mortgage Backed Security) loan on a 10 year fixed term at a very attractive rate below 5% non-recourse providing cash-out to the client.

4/2019 - $469,000 Purchase Mixed-Use Building: The Client was seeking to purchase a mixed-use property to improve and move their daycare business into.  We were able to secure an SBA 7A approval to facilitate the acquisition and improvements for the Client, along with fund some initial working capital for the daycare.

4/2019 – $819,300 Business Acquisition Loan: The Client was seeking to purchase a long established bar business to expand their business holdings.  They had the commercial mortgage loan approved with one lender and we were asked by that lender to step in and provide the business acquisition loan with another lender that did not care about the deposit relationship.  We were able to secure an SBA 7A loan to fund the business acquisition with an SBA 7A lender that was willing to do the deal purely as a transaction and just do the business acquisition loan and not care about the real estate loan, deposits, or any other business with the client.

4/2019 – $127,500 - Refinance Single-family Investment Property: The Client was seeking to refinance the existing mortgage on their single-family investment property with cash out up to 75% LTV to payoff debt. We were able to secure financing at a fixed rate with a private lender to facilitate the refinance and meet the Client’s needs.

4/2019 - $226,875 Apartment Building Acquisition: The Client was seeking to purchase a 6-unit apartment building as an investment property. We were able to secure financing at a very attractive fixed rate with a traditional lender on a 30-year amortization to facilitate the acquisition.

3/2019 – $900,000 Refinance Owner-Occupied Industrial Property: The Client was seeking to refinance the existing mortgage on their owner-occupied industrial property, along with take some additional cash out to provide working capital to grow their business.  We were able to secure an approval with a private lender to facilitate the refinance and provide the working capital the Client needed.

3/2019 - $1,115,000 Construction Financing: The Client was seeking construction financing to build a new franchise location of a national fast food restaurant chain.  We were able to secure an approval for a bridge construction loan at a reasonable rate to meet the Client’s needs.

3/2019 – $1,068,750 – Apartment Building Acquisition: The Client was seeking to acquire a 17-unit multi-family apartment building as an investment property. We were able to secure financing at a reasonable rate via Freddie Mac to facilitate the acquisition.

3/2019 - $250,000 Refinance Mixed-Use Building: The Client was seeking a cash out refinance on their partially owner-occupied mixed-use building (that was primarily leased to other tenants) in order to make improvements to the property and repay seller financing on the property. We were able to secure financing at a reasonable rate with a traditional lender to facilitate the cash out refinance.

3/2019 - $330,000 Construction Financing: The Client was seeking to refinance the existing mortgage on their community grocery store, refinance all other existing debt, along with fund construction costs to build an addition to the building. We were able to secure an SBA 7A loan to facilitate a refinance of all of the existing debts and fund 100% of the costs to expand the building.

3/2019 – $3,600,000 Land Acquisition & Construction Loan: The Client was seeking financing to acquire a vacant land parcel to construct a new daycare facility and fund initial operating costs.  We were able to secure financing with a traditional lender to facilitate the acquisition and fund construction and initial operating costs to meet the Client’s needs.  Via an SBA 504 loan the Borrower only needed to bring 15% equity into the transaction as a new business start-up.

3/2019 $352,500 Apartment Building Acquisition:  The Client was seeking to purchase a 6-unit apartment building as an investment property even though the client lives internationally for work.  We were able to secure a fixed rate with a private lender to facilitate the acquisition.

3/2019 – $216,000 Apartment Building Acquisition: The Client was seeking to acquire a 6-unit apartment building for investment purposes.  This was this client's first investment real estate acquisition.  We were able to secure a fixed rate with a private lender to facilitate the acquisition and finance 75% of the acquisition price.

2/2019 – $202,000 Refinance Single-Family Investment Property: The Client was seeking to refinance a single-family investment property they own and maximize the cash out.  We were able to secure financing with a private lender at a reasonable rate to facilitate the refinance and cash them out 75% of the current appraised value of the property.

2/2019 – $150,000 Refinance Single-Family Investment Property: The Client was seeking to refinance a single-family investment property they own.  We were able to secure financing with a private lender at a reasonable rate to facilitate a quick refinance of the property with minimal paperwork to meet the Client’s needs.

2/2019 – $130,000 Refinance Single-Family Investment Property: The Client was seeking to refinance a single-family investment property they own.  We were able to secure financing with a private lender at a reasonable rate to facilitate a quick refinance of the property with minimal paperwork to meet the Client’s needs.

1/2019 – $2,400,000 Construction Loan: The Client was seeking financing to construct a new pre-leased daycare facility.  We were able to secure an approval with a traditional lender to provide both construction financing and the end loan take out for the new center.

1/2019 – $210,000 Purchase Auto Repair Shop Property: The Client was seeking to purchase an auto repair shop property to move their existing business into.  We were able to secure financing for a non-U.S. citizen with a traditional bank to facilitate the acquisition and meet the Client’s needs.

1/2019 – $153,000 Purchase Retail Condo: The Client was seeking to purchase a retail condo to open a new nail salon business.  We were able to secure SBA financing to facilitate 90% of the acquisition cost for the property as well as working capital and equipment costs and meet the Client’s needs.

1/2019 – $480,000 Refinance Business Debt: The Client was seeking to refinance the existing debt of their safety contracting business, along with obtain some fresh working capital to meet future business needs.  We were able to secure an approval for an SBA 7A loan to facilitate the refinance and provide working capital going forward.

1/2019 – $183,750 Apartment Building Acquisition: The Client was seeking to purchase a 6-unit apartment building as an investment property.  We were able to secure financing with a traditional lender at a reasonable rate to meet the Client’s needs.

1/2019 – $276,250 Business Acquisition Loan: The Client was seeking to purchase a liquor / grocery store, along with obtain working capital to cover initial start-up costs of the business.  We were able to secure an SBA 7A approval to facilitate the acquisition and meet the Client’s needs.