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BOOK A CONSULTATION

We will take the necessary time to learn more about needs, values, and beliefs, then match you with a licensed professional near you.

WHAT TYPE OF
ENTREPRENEUR ARE YOU??

Beginner

  • NEW business owner registered with your state. (LLC, S Corporation, Sole Proprietorship or NON PROFIT). 1 year or less 

  • Credit score is under 699

  •  Client has a personal and business checking account. If you can not qualify with check systems I would recommend paying off any and all bank debt before consulting with our company 

Intermediate

  • Been in business 2 years or more 

  • Must have business checking acct with 2 years of bank statements 

  • Experian credit score is 720 or higher 

  • One business trade line or more 

Advanced

  • Personal Experian credit score must be 760 or higher with no derogatory marks on credit report. 

  • Client has access to credit limits over $80,000. 

  • At least 3 business trade lines attached to EIN or more. These consist of business credit cards , net 30,60,90 accts 

  • Must have a business checking and merchant account 

  • Must have a business location of 2 years or more. 

  • EIN number is Registered with duns and Bradstreet or credit safe. 

  • Last 3 years of schedule c or business corporate taxes completed. 

  • Must be registered with SAM and have NAICS code listed on your Duns and Bradstreet