Helping entrepreneurs prepare and apply for business funding.
We assist business owners with preparing loan and grant applications by organizing documents, preparing business plans when needed, and guiding clients through the funding preparation process.
Our goal is to simplify the process so business owners can focus on growing their companies.
How the Process Works
Step 1 — Complete the Intake Form
Provide basic information about your business and funding goals.
Step 2 — Schedule a Consultation
We review your business, documents, and funding needs during a short consultation.
Step 3 — Begin Funding Preparation
Once approved to move forward, we begin preparing your funding application.
Pricing
Funding Application Preparation
$200 Intake Fee
Flat Fee – No Hidden Costs
Includes:
✔ Funding consultation
✔ Loan portal application guidance
✔ Grant application guidance (if applicable)
✔ Business funding document checklist
✔ Business information review
✔ Basic business plan preparation (if required)
✔ Basic financial projections for funding applications
✔ Guidance on required lender documentation
This service helps business owners organize and prepare their funding application so they can confidently apply for available loan or grant programs.
Funding approval decisions are made solely by the lender or program administrator and cannot be guaranteed.
Success-Based Advisory Fee
If funding is successfully approved and disbursed by the lender, a success-based advisory fee will apply.
This fee is only due after funding has been secured.
Full details will be discussed during your consultation and outlined in the client service agreement.
Documents You May Need for Funding
To begin preparing your funding application, most lenders typically require some of the following documents:
• Government-issued ID
• Business registration documents (LLC or corporation)
• EIN confirmation letter
• Business bank statements (last 3–6 months)
• Basic business information
• Revenue information (if applicable)
Additional documents may be required depending on the funding program.
A complete document checklist will be provided after your consultation.
Who This Service Is For
This service is designed for business owners who:
✔ Have an active or newly registered business
✔ Are seeking funding to grow or expand their business
✔ Are willing to provide basic business and financial documents
✔ Are ready to move forward with the funding preparation process
If you're unsure whether your business qualifies, complete the intake form and we will review your information during your consultation.