
25 September 2024 | 4 replies
Often, local lenders will offer additional incentives if the business banking relationship is established.

25 September 2024 | 9 replies
*This post does not create a CPA-Client relationship.

25 September 2024 | 5 replies
*This post does not create a CPA-Client relationship.

25 September 2024 | 4 replies
*This post does not create an attorney-client or CPA-client relationship.

25 September 2024 | 11 replies
Only consider a second CPA if your current one lacks knowledge in a specific state like Georgia or Pennsylvania.This post does not create a CPA-Client relationship.

26 September 2024 | 7 replies
They're a good option if you need quick funding and have a property with significant equity.In my experience, private loans work best when you need flexibility and have a good relationship with the lender.

25 September 2024 | 37 replies
The point being is that a lender that gouges a client is either getting their capital at a higher cost or they view the lender and borrower relationship as transactional and don’t see the lifetime value of the relationship, in my opinion.

25 September 2024 | 4 replies
1 - Having a dedicated one-on-one relationship.2 - Getting your questions answered quickly with live responses.Thank you!

24 September 2024 | 7 replies
You need to build relationships with corporations.

24 September 2024 | 8 replies
I'd suggest finding the top sub-institutional brokers, building relationships with them, and letting them know what you're looking for.