CHECK ELIGIBILITY
Loan Assistance
We’re experts at packaging loan files for submission to the SBA. From completing the appropriate forms, to obtaining the necessary information required to meet specific program criteria, our team is happy to help make the process as seamless as possible.
Meeting the banks eligibility requirements can be daunting for most clients. It’s why they turn to us for the technical assistance they need before their application is submitted to the bank.
We’ll advise you to ensure your loan documentation meets every requirement. Then match you with the trusted lenders in our network most likely to fund your business. Approximately 90% of all loans referred to our network get funded.
MANAGEMENT CONSULTING
OUR EXPERTISE
Our expertise is providing our clients information that may involve cost studies, feasibility studies, market surveys, or analyses of the competitive structure of an industry or business.
SOLVING DIFFICULT PROBLEMS
We solve difficulty problems for our clients, who might wish to know whether to make or buy a component, acquire or divest a line of business, or change a marketing strategy. Or management may ask how to restructure the organization to be able to adapt more readily to change; which financial policies to adopt; or what the most practical solution is for a problem in compensation, morale, efficiency, internal communication, control, management succession, or whatever.
We diagnose strategic problems in connection with organizational issues. Many companies face challenges often that requires competent diagnosis more than an examination of the external environment, the technology and economics of the business.
Hours
Today | Closed |
MARKET RESEARCH
Market Research
- Access granular and local data for research
- Leverage research tools to build analyses and reports based on focused industry, market, company, and franchise financial data.
- Access detailed market data for 9,000 industries in any US state, metro area, zip codes, and radius market levels. This data highlights competitors, market volume, market penetration, and productivity, making it great for business plans, local market analysis, and more.
- Sort by area and 15+ sales classes to get industry financial data, including financial ratios covering cash flow solvency, profitability, efficiency, and debt-risk.
- Compare performance, understand market advantages and opportunities, and measure your competitive position. Use benchmark, sales, market, and efficiency metrics to gain insights into a local market.
Industry Financial Performance Report
Access the most accurate data on over 5,000 industries at the national, state, and local level. Sort by area and 15+ sales classes to get industry financial data, including financial ratios covering cash flow solvency, profitability, efficiency, and debt-risk.
- Easy-to-use scoring system in four main financial ratio categories.
- Includes US and local, sole proprietorship, and valuation multiples data.
Industry Market Demographics Report
Access detailed market data for 9,000 industries in any US state, metro area, zip codes, and radius market levels. This data highlights competitors, market volume, market penetration, and productivity, making it great for business plans, local market analysis, and more.
- Understand market opportunities based on local business performance.
- Select a market and area with at least 5 businesses to get started.
Company Profiles Report
Company profiles provide a unique, holistic window into a target company. These reports include company-specific information such as vestment business value projections, industry market analysis, and key financial ratio indicators. Look beyond financials at social media and public records.
- Derived from projected company, peer group, and industry data.
- This unique combination of insights is available for over 16M+ US businesses.
Market Profiles Report
Compare performance, understand market advantages and opportunities, and measure your competitive position. Use benchmark, sales, market, and efficiency metrics to gain insights into a local market.
- Access data that is both industry and location-specific.
- Interactive map shows up to 250 competitors closest to the market center.
Merchant Services
POWERFUL PAYMENT SOLUTIONS
Growing your business in a fast-moving world takes knowledge, persistence and determination. And when it comes to payment solutions, working with a trusted partner makes all the difference. Whether your business needs a simple way or a sophisticated solution to accept payments, we can help you find the right tool so you can focus on running your business.
Exceptional experiences built around you
Backed by the strength and stability of U.S. Bank, Elavon offers flexible payment solutions structured to give you the opportunity for greater growth and profitability. We provide some of the fastest funding in the industry, so you can better manage cash flow and your business operations. Our payment optimization solution suite can help reduce or offset the cost of payment acceptance.
We partnered with Elavon to help you manage your payment acceptance, provide more value to our customers and save money. Members who take advantage of Elavon’s payment solutions will receive our preferred partner pricing.
Hours
Today | Closed |
BUSINESS PLANNING - Full service
In the Full Service Business Plan package, you receive weekly phone calls to discuss your plan. To create the plan, we follow 5 steps: Discovery; Business Assessment; Market Research with Customer and Competitive Analysis, Credit Analysis, Cash Flow Projections, Lender Matching, and creation of the Final Plan. The Full Service Plan is normally 25+ pages and requires 45 hours to complete, plus weekly meetings.
LENDER READY - BUSINESS PLAN
Lender Ready Business Plan Includes:
In the Lender Ready Business Plan package, you receive weekly phone calls to discuss your plan. To create the plan, we follow 5 steps: Discovery; Business Assessment; Market Research with Customer and Competitive Analysis; Credit Analysis; and creation of the Final Plan. The Lender Ready Plan is normally 2 pages and requires 25 hours to complete, plus weekly meetings.
- Gain a competitive advantage when you use granular, real-time data.
- Compare performance with insights into industry market volume, sales, wages, and efficiency.
- Demonstrate market advantages and opportunities.
- Understand your competitive position with sales rank, percentile, and sales per employee index.
- Differentiate yourself with unparalleled insights when combining analysis and data.
Employee Benefits - Paycheck Protection
Employee Benefits & Group Plan Options
Group Health Insurance (Voluntary)
Dental - Vision - Hearing
We offer a variety of comprehensive healthcare/major medical/health insurance/indemnity plan options offered through many of the major healthcare providers. You can choose the plan that best fits the needs of your business and your employees.
Group & Voluntary Dental & Vision
Group Dental Insurance is one of the benefits most requested by employees. Many employers provide dental insurance for their employees, but are limited to only offering this as a voluntary benefit that is paid 100% by the employee through payroll deductions. We offer many varieties of plan designs from traditional to dual choice and even self-funded options.
Vision insurance can also be offered on an Employer paid or Voluntary basis. This can be written down into 2 lives, and we offer several companies that can quote competitive options. These plans utilize networks of providers, but all vision plans can and do offer out-of-network benefits. Providing or offering Vision insurance promotes regular eye exams and helps with the high costs associated with optical health care.
Group / Voluntary Life / AD&D & Disability (STD & LTD)
Group Life Insurance / Accidental Death and Dismemberment (AD&D) is an important benefit.
— The coverage costs are usually much less than if the employee purchased an individual policy, and the employees appreciate the value of a Life insurance policy and the additional security it provides to their family.
— These plans can be offered as Employer Paid or on a Voluntary basis.
— Guarantee Issue is available.
— Dependent Life is also available on these plans
Long Term Disability (LTD) and Short Term Disability (STD)
“Paycheck Protection” insurance is something that all employees need. It protects the one thing that most people need the most when they cannot work, their income. We can help find a plan, whether it be Short or Long Term Disability that can help make this option affordable to the Employer AND the Employee.
Short Term Disability pays a percentage of a paycheck (typically 60%) if an employee become disabled due to an accident or illness and benefits are typically payable weekly for 12-26 weeks. This all depends on the plan design selected. If Long Term Disability is also offered, then the length of the Short Term Disability benefit period will align with the elimination period of the LTD plan. Long-term disability insurance usually lasts for the length of the disability or until retirement.
To learn more, please contact us to discuss all viable solutions available to enhance and protect your business.
We provide Business Insurance for your company, your employees, and their loved ones. We will work with you to develop a plan customized to your unique needs. Whether General or Professional Liability, Errors and Omissions, Business Owner’s Policy, Worker’s Compensation-or Deferred Compensation, SEP Pension Plans or Key Man Insurance, we offer-one-stop shopping and consultation to make selection and design simple, complete, and easy.
BUSINESS INSURANCE
General Liability
Protects your business from third party claims of bodily injury, property damage and personal injury like slander and libel. What does it cover?
Alleged or actual negligence
Damage to third party property
Personal injury
Advertising injury
Electronic data liability
Medical expenses and Defense costs
Worldwide insurance coverage
Supplemental payments
Actions of your full-time employees and temporary staff
Professional Liability
Professional Liability Insurance (PLI) is also known as “Errors and Omissions”, or E&O coverage, this protects you from claims of negligence or failure to perform during the course of conducting business. You’re protected even if you haven’t made a mistake. This type of insurance helps protect service providing type businesses.
Errors and Omissions
Provides protection for your professional services business from claims of negligence or failing to perform your professional duties.
Business Owners’ Policy
Includes general liability insurance plus coverage for your business property, including furniture, equipment, tools, and other assets you need to conduct your business.
We also offer SEP Pension Plans, Deferred Compensation Plans, Business Overhead Expense (BOE) Options, 162 Executive Bonus Plans and Key Man Insurance.
Worker’s Compensation
Protects you from the costs associated with an employee’s work-related illness or injury. Penalties and fines may be assessed on employers who do not have workers comp insurance.