BUSINESS CAPITAL & FINANCING OVERVIEW
Our various financing programs:
• Corporate Financing (Business Loans)
• Securities Based Lending
• Venture Capital
• Business Brokerage
• Business Valuation (& Evaluation)
• Business Acquisitions
• Franchise Development & Marketing
• Tax Deferred Sales Trust
● Corporate Financing (Business Loans)
Our commercial financing “closing ratio” is running in at 82% while the national average closing ratios for lending institutions has dropped from 25% to approximately 18% - 20%. Plus, we close in faster time frames and our rates are equal to or lower and than traditional institutions.
As a company, we lend our own money or we can partner with our investors. We are also able to access many other major sources for traditional, non-traditional, and specialized loans. Our loans range from $100,000 up to $100,000,000. We are able to go lower or higher under certain circumstances. Loans are available for new build, refinance, renovation, expansion, lease, new equipment, buy out, etc.
We have a wide array of loan types from commercial to conventional. Beyond this, we have financing available for:
• Hard money or private money
• Merchant financing or accounts receivable (AR)
• Unsecured loans to help with capital expansion
• Private money for residential financing
● Securities Based Lending
You can’t beat this type of lending! Securities Based Lending is for anyone (business owners or not). If someone has a portfolio of stocks, bonds, mutual funds, even CDs or Treasury notes, we can secure loans against these at the lowest interest rate in the nation. The client continues to own the portfolio.
The lowest loan amount is $100,000. There is no upper limit. Since the client continues to own their portfolio with all the upside growth potential, this can be a dual growth tool; their stock portfolio can continue to grow, plus any investment made with the loan proceeds can continue to grow. (Depending upon investment and market conditions, of course.)
Features:
• These loans can close in 10-14 days
• They are done as a line of credit. Thus the client is only charged interest on the amount they draw.
• They are interest only loans
• There is no pre-payment penalty
• There is no term limit
• These loans are also available with Qualified funds
● Venture Capital
There are three primary approaches through which we do venture capital:
• Our own money
• Partnering with investors
• Deal brokerage
● Business Brokerage
We are the oldest and among the largest business brokerages in the country. As one of the most recognizable and well established names in the industry, we consistently bring decades of high level experience and success to our seller/buyer market.
Our offering is made up of an international network of top professional business brokers dedicated to the sale and purchase of ongoing businesses and franchises as well as consulting services for buyers, investors, entrepreneurs and franchisees. The international network consists of more than 78 offices.
Additionally, this division of our company affords us a very distinctive franchising opportunity within our Franchise division. (See Franchise Development below.)
● Business Valuation & Evaluation
Since we are a Business Brokerage, we obviously understand business valuations – and we understand it with decades of knowledge and experience. There are three levels at which we do business valuations. These are high-level, mid-level, and in certain circumstances, a free valuation. We also do Business Evaluation and Business Consulting.
This is one service that we charge for, but a free initial valuation and evaluation service may be appropriate in certain circumstances.
● Business Acquisitions
We buy businesses. Through this division of our company we are particularly interested in purchasing manufacturing, distribution and business services companies that generate a minimum of $20 million in gross sales and $4 million net.
● Franchise Development & Marketing
With our decades of experience in business franchising, we have assisted hundreds of businesses move into franchise development. We bring established businesses and start-ups into a franchised capacity and then market them through our business brokerage.
We are able to offer franchising for a mere fraction of the cost since we make our money on the business brokerage side when we sell the franchise. This is a unique and even an exclusive franchise opportunity.
We take care of all legal and set up aspects of a franchise, as well as present the new franchise to the market space and search out buyers.
There is yet another unique opportunity: We have taken equity positions with hundreds of franchisees which allows them to complete the entire franchise process for "no cost" (except for an attorney fee). We now have a vested interest in the franchise as we market the business. Business owners love this opportunity. This is why we are the preeminent franchise firm in the country. Nobody else does this.
● Tax Deferred Sales Trust
As a business brokerage, we are therefore experienced in various business sales strategies. A tax deferred sales trust is one such strategy. This trust provides a tremendous liquidity advantage when selling a business in that it defers the capital gain from the sale. The capital gain is recognized, but it is deferred over a predetermined period of time that seller chooses in advance. The tax can then be paid with periodic payments. These trusts also provide estate planning advantages.
Our various financing programs:
• Corporate Financing (Business Loans)
• Securities Based Lending
• Venture Capital
• Business Brokerage
• Business Valuation (& Evaluation)
• Business Acquisitions
• Franchise Development & Marketing
• Tax Deferred Sales Trust
● Corporate Financing (Business Loans)
Our commercial financing “closing ratio” is running in at 82% while the national average closing ratios for lending institutions has dropped from 25% to approximately 18% - 20%. Plus, we close in faster time frames and our rates are equal to or lower and than traditional institutions.
As a company, we lend our own money or we can partner with our investors. We are also able to access many other major sources for traditional, non-traditional, and specialized loans. Our loans range from $100,000 up to $100,000,000. We are able to go lower or higher under certain circumstances. Loans are available for new build, refinance, renovation, expansion, lease, new equipment, buy out, etc.
We have a wide array of loan types from commercial to conventional. Beyond this, we have financing available for:
• Hard money or private money
• Merchant financing or accounts receivable (AR)
• Unsecured loans to help with capital expansion
• Private money for residential financing
● Securities Based Lending
You can’t beat this type of lending! Securities Based Lending is for anyone (business owners or not). If someone has a portfolio of stocks, bonds, mutual funds, even CDs or Treasury notes, we can secure loans against these at the lowest interest rate in the nation. The client continues to own the portfolio.
The lowest loan amount is $100,000. There is no upper limit. Since the client continues to own their portfolio with all the upside growth potential, this can be a dual growth tool; their stock portfolio can continue to grow, plus any investment made with the loan proceeds can continue to grow. (Depending upon investment and market conditions, of course.)
Features:
• These loans can close in 10-14 days
• They are done as a line of credit. Thus the client is only charged interest on the amount they draw.
• They are interest only loans
• There is no pre-payment penalty
• There is no term limit
• These loans are also available with Qualified funds
● Venture Capital
There are three primary approaches through which we do venture capital:
• Our own money
• Partnering with investors
• Deal brokerage
● Business Brokerage
We are the oldest and among the largest business brokerages in the country. As one of the most recognizable and well established names in the industry, we consistently bring decades of high level experience and success to our seller/buyer market.
Our offering is made up of an international network of top professional business brokers dedicated to the sale and purchase of ongoing businesses and franchises as well as consulting services for buyers, investors, entrepreneurs and franchisees. The international network consists of more than 78 offices.
Additionally, this division of our company affords us a very distinctive franchising opportunity within our Franchise division. (See Franchise Development below.)
● Business Valuation & Evaluation
Since we are a Business Brokerage, we obviously understand business valuations – and we understand it with decades of knowledge and experience. There are three levels at which we do business valuations. These are high-level, mid-level, and in certain circumstances, a free valuation. We also do Business Evaluation and Business Consulting.
This is one service that we charge for, but a free initial valuation and evaluation service may be appropriate in certain circumstances.
● Business Acquisitions
We buy businesses. Through this division of our company we are particularly interested in purchasing manufacturing, distribution and business services companies that generate a minimum of $20 million in gross sales and $4 million net.
● Franchise Development & Marketing
With our decades of experience in business franchising, we have assisted hundreds of businesses move into franchise development. We bring established businesses and start-ups into a franchised capacity and then market them through our business brokerage.
We are able to offer franchising for a mere fraction of the cost since we make our money on the business brokerage side when we sell the franchise. This is a unique and even an exclusive franchise opportunity.
We take care of all legal and set up aspects of a franchise, as well as present the new franchise to the market space and search out buyers.
There is yet another unique opportunity: We have taken equity positions with hundreds of franchisees which allows them to complete the entire franchise process for "no cost" (except for an attorney fee). We now have a vested interest in the franchise as we market the business. Business owners love this opportunity. This is why we are the preeminent franchise firm in the country. Nobody else does this.
● Tax Deferred Sales Trust
As a business brokerage, we are therefore experienced in various business sales strategies. A tax deferred sales trust is one such strategy. This trust provides a tremendous liquidity advantage when selling a business in that it defers the capital gain from the sale. The capital gain is recognized, but it is deferred over a predetermined period of time that seller chooses in advance. The tax can then be paid with periodic payments. These trusts also provide estate planning advantages.