Recently Funded
Over the past twenty years, we have worked hand in hand with our clients to address their business planning, pitch deck, and business development needs. Since our inception in 2005, we have helped entrepreneurs and small business owners secure nearly $997 million of capital. Below is an overview of selected clients that have used our plans to secure capital:
(Updated March of 2026)
Boutique Hotel Purchase and Renovation – $1,800,000 – In 2025, an entrepreneur from Alaska required an SBA loan from a regional bank to secure a two-facility property spanning a hospitality enterprise and spa. The business plan we developed allowed him to acquire the funding and purchase the business.
Car Wash – $5.8 million – A Chicago area entrepreneur required both an SBA 7a and SBA 504 capital commitment to develop a large-scale tunnel car wash. The business plan we developed was accepted by the bank with preferential terms over a 25-year period.
Dog Boarding and Kennel Facility – $275,000 – For a New Jersey based entrepreneur, we created a comprehensive business plan that showcased their acquisition of this business. This business was financed through the SBA 7a program.
Dry Cleaner – $375,000 – An Ohio based businessperson required an SBA loan to develop a franchised dry cleaner location. We were able to conduct an extensive market analysis to showcase the viability to the lending bank. They received their funding in 60 days after their application was completed.
Healthcare Company – $500,000 – A group of highly experienced healthcare executives required a private investment to develop an innovative platform to address patient care. Upon presenting the business plan to investors, the business was fully financed in less than one month.
Jewelry Design Studio – $200,000 – A highly talented New Mexico based jewelry artist required at SBA loan for the development of a larger studio. The business plan we created was specific for the SBA 7a loan program. The client received their funding as was able to successfully expand their operations.
Medical Facility – $1.5 million – A California based healthcare group required funding to establish a specialized medical facility. Within a four-month period, this firm received several financing offers and they received the funding on preferential terms.
Medical Facility – $1.7 million – This business plan focused on acquiring capital specifically for the development of a standalone urgent care facility in Ohio. Our client was a highly experienced emergency room physician that was able to secure the funding for their expansive practice in an area that needed greater access to urgent care.
Montessori School Expansion – $3,250,000 – A New Jersey based Montessori school required a substantial capital commitment in order to expand their operations to accommodate additional students. There was additional complexity for this project as the school operates as 501(c)(3) entity. The business plan that we developed allowed the administrators to secure a 30-year backed by numerous high margin revenue streams.
Marine Enterprise – $2,000,000 – The business plan for this client was specific for the development of a ferry service based in Florida. The capital was secured to acquire the marine vessel as well as for operational purposes.
Optometry Practice – $20,000 – A Canadian optometrist required a small business loan to establish their practice. This funding was complemented by a significant capital contribution by the practitioner. The business plan we developed was instrumental in sourcing this funding on preferential terms.
Property Renovation Firm – $300,000 – A general contractor required a real-estate backed line of credit in order to purchase undervalued properties that undergo a rehabilitation process. The plan we created allowed the contractor to receive a revolving credit facility to make continued acquisitions of these properties in Texas.
Real Estate Development – $14.5 million – For a construction enterprise based in California, we were able to develop a plan specific for a mixed-use facility project. The client was able to secure their funding shortly after it was presented to the capital source.
Real Estate Development – $2.7 million – This business was based in Arizona, and it is headed by a veteran developer. The plan that we developed was specific for securing private investment capital for the development of a townhouse project. The capital raising period only took two months.
Restaurant Acquisition – $1.5 million – A highly respected steakhouse restaurant came to market. Two South Carolina based entrepreneurs worked with our firm to create a plan that ultimately secure them an SBA loan to acquire this business. Our business plan also highlighted the transitional complexities to new management.
Restaurant Startup – $300,000 – A Nevada based restauranteur needed an SBA loan for a new American-styled restaurant concept. Using the business plan that we developed, the founder was able to secure a loan from a regional bank.
Retail Store Development – $140,000 – A Florida based scuba instructor wanted to develop an expansive retail location to serve the needs of people in Key West. We developed a comprehensive plan that showcased the viability of the store given the experience of the founder and the substantial tourist traffic to this market.
Soft Pretzel Shop – $225,000 – An entrepreneur based in South Carolina required a business loan to establish a soft pretzel shop as part of a nationally recognized franchise. The business plan we developed secured the funding, and the location is operational to this day.