Frequently asked questions

We provide consulting support to help small businesses get funding‑ready: clarify the funding goal, organize the required documents, build a clear narrative, and (when needed) create cash‑flow projections and lender/grant packages.

No. Approvals and terms are decided by third‑party lenders or grant programs. Our role is to improve clarity and completeness so your application or conversation is easier to evaluate.

No. We’re not a bank, lender, broker‑dealer, or loan broker. We don’t sell loan products or place you with a specific lender.

Yes. Most projects are completed remotely across the U.S. We’re based in Madison, Mississippi.

For most businesses, the Funding Readiness Audit. It’s a structured review that produces a prioritized roadmap before you invest time in deeper work.

After a short fit check call and a signed scope, we can typically start within a few business days depending on capacity.

It depends on your goal, but common items include recent P&L, bank statements, debt details, and basic business information. You’ll receive a checklist and templates, and we use a least‑data approach.

We request only what’s necessary, can sign an NDA, and keep files organized with clear access controls. See the Privacy Policy for details.

We can support documentation and organization for SBA‑related applications and lender requests. The lender and SBA make approval decisions.

We can help with a narrative when it supports your funding goal, but we focus on decision‑ready documentation and projections rather than long, generic plans.

Usually you submit under your business’s account. We can provide a final checklist and review, and may support submission steps depending on scope.

We work across many industries, especially owner‑operated services, trades, distribution, and small manufacturing. Fit depends more on clarity of the goal and available data than on industry.

Pricing is based on scope and deliverables. You’ll receive a written scope with transparent pricing before any work begins. Some projects are fixed‑fee; execution support may be time‑boxed.

Yes, when it makes sense — for example, lender follow‑ups, quarterly model refreshes, or monthly reporting cadence check‑ins.

We’ll tell you early. When possible, we’ll suggest a realistic alternative (for example, improving bookkeeping first, or starting with a smaller scope).