We start with questions in our first conversations. We will ask how you see your own needs. We will explain our processes and how we will do the work you are asking us to do. We ask for some of your information to firm up the definition of the problem. Based on reviewing your work, we create a proposal for this to be a consulting or financing engagement. No fees are ever payable in advance.
Once the proposal is executed, additional documents are requested and analysis or a loan proposal begins to be developed. If the work is loan related, we will quickly determine the type of financing and begin to search for that lender depending on your facts and their preferences.
The quality of our work is improved because we will spend a lot of time with you by phone, text, zoom as necessary. If this involves a significant size loan, the red Explorer will show up at your place (by appointment) to view your business opportunity.
If we are writing a report on your processes, we will go over that with you. The same will happen with a loan project. You will have a copy of our work that will be provided to you. We will discuss the financing opportunities we have found and where we propose to present your loan. You are in charge of that process. We honor your preferences that we add a bank you like or subtract a lender you don’t.
We will follow up with you as you implement our report and will stay with you in the lending process.
Our work for you is confidential and will not be shared with anyone else.