How the Consultation Process Works

Start Your Consultation

Begin by purchasing the consultation. This confirms your request and allows us to dedicate time to reviewing your information.

Complete the Intake Form

After checkout, you'll complete a short intake form with details about your business, revenue, credit range, and funding goals.

Review & Assessment

Your information is reviewed to determine funding readiness and identify realistic funding paths.

Review & Assessment

Based on your profile, you'll receive guidance on next steps or be routed to an appropriate funding partner if applicable.

Disclaimer

Your information is reviewed to determine funding readiness and identify realistic funding paths.