Business Finance Advisory & Counseling

This is typically your Q & A kind of a service where we discuss your vision and advise you on the: process, timeline, expectations, documentation, regulations, communication, and costs so you are well informed before considering financing.

Service includes:

• Questions & Answers (Advice) via phone or meetup, up to 10 hours within 6 months
• Professional recommendations, financing game plan, offers on additional services
• Access to EZFS Resources/Relationship/Network of professionals (CPA, Attorney, RE/Insurance Agents, Merchant Services, etc.)

Some key reasons why Business Finance Advisory service is crucial for you/your business:

• Know what you are getting into
• Be able to make informed financing decisions
• Understand all the requirements and expectations upfront
• Strategize and discuss a plan for growth
• Resolve personal and business finances prior to the loan process
• Learn about how a properly managed loan can help start and grow ANY deserving business

You may or may not be ready for financing, so this service is designed to help guide & educate you on:

• How loan products help you and your business
• When and how you can become ready for financing
• The process of financing
• The obstacles you/your business may need to resolve before seeking financing
• The importance of preparing and completing documents correctly for a loan approval on a timely basis
• Possible scenarios to ensure financing
• All financing related questions you may have

LET’S START THE CONVERSATION – CALL US AT 848-667-9289 OR SCHEDULE A MEETING

*All prices subject to change.