When arranging
financing for owner-occupied businesses,
we have often gone well beyond just the mortgage
when requested to do so by our clients. Some
of our clients have achieved multiple business
objectives well beyond the scope of their
initial phone call to our firm.
In some of these cases we have: (1) obtained
a better mortgage for an owner-occupied business,
(2) obtained term loans for the business where
indicated, and (3) obtained a revolving line
of credit for the business, and in general,
orchestrated a more streamlined and effective
overall banking relationship than the client
previously had. We take great satisfaction
in knowing that our efforts will be helpful
in enabling the next phase of a business' growth.
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