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Rethink Business Banking

The right banking relationship provides a solid capital foundation. How well does your current bank meet your needs?

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TRANSFORM THE WAY YOU BANK

Get expert guidance across all aspects of business banking. LET'S TALK.
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Does Your Bank "Get" Your Business?

Many business owners say NO.

Despite widespread economic and business optimism, many business owners are feeling under-appreciated by their banks. According to the J.D. Power 2018 U.S. Small Business Banking Satisfaction Study, only 37% of small business banking customers say their bank appreciates their business and just 32% say their bank understands their business.

Source: JD Power 2018 US Small Business Banking Satisfaction Study

OUR BANKING ADVISORY SERVICES

As independent advisors, we are "bank agnostic" meaning we work for YOU, not a bank. 

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Banking Needs Evaluator

We analyze your banking relationships and methods, making recommendations that put YOUR needs first.

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Compliance Monitoring

Ideal for companies with lines of credit, we monitor key metrics to help identify & fix challenges before your bank sees them.

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Loan Selection & Closing

There are over 45 debt financing instruments alone. We will help you select the right type of capital and the right lender.

DOES YOUR BANK MEET YOUR NEEDS?

Our 3-minute Banking Needs Evaluator can help you find out.
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OUR PROCESS

Interested in one of our Banking Advisory Services?

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Let's Chat.

Business banking is personal - let's talk on the phone about your unique banking needs.

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Let's Game Plan.

Our banking advisors will work with you to game plan how to best meet your banking needs.

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Let's Go!

Changes needed? We will help you confidently execute your new banking plan.

FROM OUR BLOG

Check out these articles regarding our banking advisory services.

Like what you see? Be sure to subscribe to our blog!

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Business Banking Relationships

Does Your Business Have The Right Banking Relationship? Here's How To Tell.


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Bank Like a Grown-Up

Are your business banking habits all grown-up? Read on to learn key banking habits every business owner should embrace.

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How Much Cash Reserve Does Your Business Need?

Most business owners have just 27 days' worth of cash in their rainy day fund. Is that enough?

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