what our clients expect and receive

  • Confidentiality.  All information is not shared or released without prior written consent.
  • CFO or our agents only communicate information with you or a designated second party.
  • Utmost professionalism in representing your business requirements and needs
  • Successful financing completed.  CFO will employ all available capital sources.
  • Dedicated and knowledgeable management team with decades of experience in all business capital matters public and private.
  • Provide working capital.
  • Flexibility, you decide and approve the level of funding and the terms must be agreeable and affordable to your business.
  • CFO fees are only earned upon completed transactions.





Business financing is available in a variety of formats.  Full to partial financing is available.  This can range from an initial business start-up to funding finished projects and acquisitions.  Our team of financial experts and national network will identify the best possible funding source to satisfy your business needs.  All finance options, fees and implications to your business are identified, reviewed and explained to you at no cost.

The first step in corporate funding is establishing your business needs and goals.  Next we assess and value all real assets and possibilities.  Real assets are often unnoticed or unaccounted for by most business owners.

Our dedicated and knowledgeable team will professionally evaluate your specific situation and inform you of all your available options at no cost.  These options will include venture capital funding to asset based loans and everything in between.

Your business may very well be able to consider and obtain any or all of these financing options.

What we can achieve for our clients

  • Venture Capital/Private Placements
  • Finance S-Corps, C-Corps, LLC's, Corporations
  • Partnerships and Sole Proprietors
  • Recourse, Non-recourse and Spot Financing
  • Purchase Offer Funding
  • Re-lease Financing
  • Credit Card Receivable Funding.  Financing based on previous credit card transactions.
  • Credit Card Processing
  • Merchant Banking
  • Contract Funding
  • Public Market Capital Sources
  • No Personal Guarantees
  • Hard Money and Non-Conventional Loans