Recently Funded
Transactions and Testimonials
The Finance Resource
and its affiliated companies have helped hundreds of small and medium sized
businesses obtain their startup and expansion financing. Since 2005, The Finance
Resource and its parent company has helped clients raise more than
$450,000,000 of debt and
equity financing for businesses throughout the country. Below are descriptions
of select transactions that have been recently financed using our business plans:
$187,000,000 - Private
Equity Capital for Hospital Development -
Throughout 2009, our business
actively worked with a hospital corporation to develop a business plan for
several affiliate surgical clinics throughout the West Coast. Over the course of
twelve months they were able to successfully raise $187 million dollars for this
highly specialized project.
Please note that the above
project was specially contracted.
$1,500,000
Convertible Debt Offering Business Plan for Internet Startup - In August of 2009, BVS drafted
a business plan for an internet startup businesses that required development
capital. Within four days
of the business plan's completion, the client was fully financed.
$500,000 Venture
Capital for Healthcare Company - A California based healthcare
business required capital to launch a new internet based venture. Business
Venture Solutions and its affiliate companies completed the business plan within
10 days, and the client was able to secure full financing within four months.
$3,250,000 Real
Estate Loan for
Montessori
School-
A rapidly growing
New Jersey based not for profit school needed to acquire
a much larger facility to house its staff and new students. The business plan
drafted by the business for this not-for-profit (501(3)(c)) corporation was
instrumental in acquiring a 30 year mortgage for the acquisition of its new
building. The plan clearly showcased the numerous revenue streams generated from
tuition, administrative fees, after-school programs, and summer camps.
$14,500,000 Debt
Capital for Real Estate Development - A California based property
development firm required a substantial commercial real estate loan to develop a
large scale mixed use facility. Our Company’s developed business plan was able
to effectively secure financing shortly after the client's presentation to their
bank.
$1,500,000 Equity
Capital for Medical Facility - A California based healthcare
management company sought $1.5 million for the development of a specialized
medical facility. With the business plan produced by our Company, the client was
able to successfully raise the sought capital (on the terms they wanted) within
four months.
$300,000 Real Estate
Backed Line of Credit - A Texas based real estate
investor sought $300,000 of operating capital to acquire single family houses at
undervalued prices for renovation and resale. Despite the current economic
climates, our produced business plan was able to effectively secure capital for
the client very quickly.
$2,375,000 Construction
Loan for Townhouse Complex -
A Louisiana real estate
entrepreneur needed a large capital commitment from a bank to develop 100
townhouses. The business plan developed by our firm secured the financing
despite the current issues with the real estate market.
$1,500,000 Investor
Financing for VoIP Services Company - In early 2008 an inventor came
to us with a new model for providing VoIP services. The Company received their
financing with 9 months of seeking to raise capital. Business Venture Solutions
also developed the Company's business plan for its secondary capital raising.
$2,000,000 Startup Loan
for Ferry Service
- In 2007, our Company’s business plan was able to provide a secured loan for a
ferry service operating in
Florida. The financing was used to acquire capital
equipment and for general working capital purposes.
$300,000 Real Estate
Rehabilitation Line of Credit - In late 2008, a real estate
entrepreneur needed a line of credit to acquire undervalued properties with the
intent to rehabilitate them and sell them for market value. Despite the current
housing market, the client was able to obtain the credit facility within four
weeks.
$225,000 Startup Financing
for Franchised Soft Pretzel Store - A South Carolina based
entrepreneur came to us for a startup franchise loan business plan. The Company
received their financing in full, and operations will begin in early 2008.
$400,000 Lease Financing
for Transportation Company - A Georgia based
transportation company required $400,000 of lease financing for the acquisition
of two new tractor trailers. Our developed business plan was able to provide
immediate financing for the business.
$2,700,000 of Investor
Financing for a Real Estate Development - An Arizona based real estate
developer used our prepared business plan to raise capital from a group of
private real estate investors for a 40 lot development. The capital raising
period took less time than expected and building operations have commenced.
$200,000 SBA Loan for
Jewelry Design Studio - A profitable 5 year old
jewelry studio needed expansion capital. This
New Mexico based business was able to secure financing
for inventory purchases and working capital against the future earnings of the
business.
$90,000 of Investor
Capital for a New Technology Company - An inventor came to us with
a unique way of creating universal adapters for cell phones. The capital sought
in their business plan was used to refine the patented technology while
concurrently developing the early distribution operations of the business.
$300,000 SBA loan for
Startup Restaurant
- A Las Vegas based restaurateur needed capital to launch a new concept for an
American cuisine restaurant. After intense negotiations, our client received
their loan with the terms that they wanted. The restaurant is currently in
operation.
$1,500,000 Restaurant
Acquisition Loan -
A very well known
South Carolina steak restaurant was sold to two
entrepreneurs that used our prepared business plan to obtain the capital they
needed to buy the business and the restaurant's real estate facility.
$1,700,000 Medical
Facility Commercial Loan - A Ohio based physician came
to Business Venture Solutions and its related entities in need of a business
plan to acquire an existing real estate structure with the intent to convert it
into a small urgent care facility. Several banks provided offers to provide the
doctor with a 30 year loan secured by the real estate, medical equipment, and
expected cash flows from his practice.
$140,000 Commercial Loan
for a New Retail Store - A highly experienced scuba
diver wanted to fulfill his dream of owning his own scuba gear shop in
Florida. Our firm was able to provide him with a
comprehensive business plan that was immediately financed by a local bank.
$20,000 Loan for Optometry
Practice - In
mid-2008, an optometrist needed a startup loan to develop his own practice. The
business plan developed by our firm got him the financing he needed to launch
the business.
Testimonials
I wanted to express by
sincere gratitude for the work you performed to complete our project in a quick
and professional manner. We were successful in obtaining $2,700,000 dollars
enabling us to move forward on our development project.We certainly will be
contacting you again on our next project. Best regards and much prosperity to
your Company.
John P. (Phoenix, AZ)
Thanks to your business plan
we were able to receive the $140,000 we needed to launch our scuba diving shop.
We would not have made it through this process without you.
Tom S. (Southwestern, FL)
Thank you for your prompt,
courteous service. Here's to being autonomous and venturing out on your own! If
I have any colleagues who need your assistance, I'll be sure and give them your
name.
Dana M. ( San
Francisco, CA)
I just wanted to thank you
sincerely for the excellent work that you have done our project. It's very
detailed and I'm especially impressed with your knowledge of the Medical
Industry and how you emphasized the importance of economical downfalls not
affecting this business. I will be recommending you to any all friends who are
starting a business. Thank you again.
Stephen
C.(Birmingham, AL)
Last week we received our
financing from the bank for our business. We could not have done this without
your help. I can't believe I have my own business now. My husband and I cannot
thank you enough.
Stephanie H.(Tacoma,
WA)
I am extremely happy with
your work and will be referring all of my client's business plan and financing
needs to your firm.
John G.(Phoenix, AZ)
It is not often that I find
businesses that actually do what they say they can do. Your work was
exceptional, and I am very pleased with your service.
Michael S. (Danbury,
CT)