Secured Financial Group, LLC (SFG) is a business and banking consulting company that assists business owners in the strategic process of growing a successful business. We achieve our goals and objectives by implementing methods that foster higher profit margins and keep our clients in a continuous financial position to qualify for a business loan. The process we use to achieve our goal of "growing successful businesses" is: Assessment, Recommendation, Implementation, and Monitor. This process has been used to help business owners with starting a business, and prevent existing business owners from going out of business.
Business Loans:
Currently, there are business loan programs available to assist you with starting and growing your business. Some of those conventional and unconventional programs are: Conventional Bank Loans, SBA Loans, Merchant Cash Advance, Accounts Receivable Financing, and Asset-Based Lending. These programs can be used for:
- Starting, Expanding, or Buying a Business
- Working Capital & Purchasing Equipment
- Purchasing Commercial Real Estate
- Refinancing Existing Business Debt
Business Consulting:
In the process of starting and growing a business, some business owners reach a point where they can use the assistance and feedback of an external source. We are that external source for business owners who are looking for unbiased, new ideas to help either start or grow their business. Our four step process has been successful with helping businesses push through their "brick wall." The process we use is:
- Assessment
- Recommendation
- Implementation
- Monitor
Banking Consulting:
Many business owners seek our assistance in providing them guidance with obtaining the right banking products and services because our area of expertise is from the banking industry. We use our knowledge of the banking industry to help you obtain the right banking products and services. These products and services could be designed to help you improve your cash management functions or lending based to help increase your cash flow. This type of consulting is the foundation for advising you on ways to improve and increase your profit margins and productivity. The assessment we use on the consulting side of this process is the same function that is used by commercial underwriters to determine if you can qualify for a business loan. This is important because it allows us to see which areas of your business is performing properly or is underperforming.
Business Plan Writing:
A business plan is a document that will provide a road map for how you will operate your business. If you are looking for a business loan, a business investor, or to purchase a business; a business plan will help. We prepare business plans for our clients to assist them with operating their business and obtaining funds for start-up or expansion.
Strategic Planning:
The fabric of our consulting services revolves around creating a plan and executing that plan. Never underestimate the power of a good "brainstorming" session. The benefit of utilizing our service is the fact that we are an unbiased voice who will help you create a plan based solely on your corporate culture and the direction of your industry at this particular moment. What worked yesterday and for another company may not work for you. We give you your own customized approach.
Tax Preparation & Bookkeeping:
One of the most important functions of business ownership is being able to track the inflow and outflow of cash for your business. This is important because it provides you with a real-time illustration of your expenses and revenue. The essence of consulting is being able to show business owners how their daily decisions may or may not be impacting their expenses and revenue. We use an accounting system to input all of our clients' expenses and revenue, and we reveiw this information with them monthly to keep them tuned in to any cyclical changes in their business operations.
