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Business and Personal Funding
Do You Need Capital?
For individuals and companies in need of funding, we have hundreds of lenders in our portfolio.
We place a strong emphasis on financial literacy and strive to put all clients in the best financial position for the long-term viability of their companies. It is our goal to find the best funding solution in the marketplace while strengthening your position to obtain more money in the future.
Many of our funding sources are private lenders that do not offer products directly to the public and some of these programs are very creative.
Even if you think you won't qualify, schedule an appointment with us. Good credit isn't necessary for all programs. Let's find a way to get it done!
Note: Some lenders are starting to check your reviews as a part of their underwriting process, so make sure you talk to us about this topic.
Everyday Expense Audit and Reduction
Are You Overpaying for Everyday Expenses?
One of the best ways to improve profit is to eliminate overcharges from everyday expenses. We do this by auditing service providers for billing errors, overcharges and other cost reduction opportunities.
Our audit software automatically downloads carrier invoices and secures refunds for clients. Our processes are not intrusive. This software is currently responsible for an annual audit volume of over of over $1.6 Billion Dollars.
Most clients experience somewhere between 15% and 27% savings.
Our fees are based on a percentage of savings.
Healthcare Cost Reduction
Are You Paying Too Much for Healthcare?
- Since 1999, employee healthcare costs have risen by 662% for family coverage. We’ve seen the alarming impact this rise has had first-hand, as employers grapple with budget constraints, ever-increasing expenses and staggering reductions in margins.
- After years of auditing, analysis, and expense mitigation projects, we have the expertise to proactively control and remove these obstructions to increase margins.
- Powered by 500+ use-cases and a collective $187+ million saved in overspending, we can help you realize the true ROI of your operating capital.
It is Possible to Pay Less and Get Higher Quality Care with Better Outcomes
- 96% of employers are overpaying for employee healthcare
- Savings of 30–70% are available, but you need to learn how to claim them
- Through our Objective Analysis, we can reduce employee healthcare cost between $100 and $300+ per employee, per month, and create better healthcare outcomes.
Unbiased Answers and Hands-on Implementation
- We do not sell healthcare products or services.
- We provide objective, neutral, unbiased employee healthcare consulting services.
- Our team forensically analyzes, architects and collaboratively assembles those cost reduction strategies that will work best for your organization.
- Our fiduciary responsibility is to you.
Our compensation is based on your savings.
Please note: This particular service is best suited for companies with 50 to 100 employees or more.
Local Marketing
Reach Your Target Market
Shop Local Twin Cities is our marketing arm for local businesses. With this platform, we help business owners acquire new customers and maximize revenue from the customers they have.
We empower business owners with the knowledge and tools they need to succeed. We bring you many of the tools that marketing agencies offer, but at a fraction of the price.
Maximize Your Local Business Success
Tap into your your target marketing and get the exposure your company needs.
Sign up today and immediately expand your reach!
Specialized Tax Incentives
Is Your Company Missing Out on Specialized Tax Incentives?
For most businesses, the answer to this question is YES.
There are, in fact, many ongoing tax incentives most companies do not know exist, let alone how to capture them. Fortunately, we can help you with our Incentive Management System.
The process and technology we utilize has facilitated over $400 million in local, state, and federal tax incentives for businesses. Our industry experts work with you to discover the incentives for which your company may be eligible.
We routinely find 5 and 6 figure tax incentives that have yet to be realized. This is cash that is freed up for your company.
This is a highly specialized service that is not available through most accountants and CPA's.
Please know we are not interested in replacing your current service providers or disrupting your relationships. We strive to work with them to assist you. We are happy to have your accountant(s) or CPA(s) be involved in the process of helping your company and we are happy to teach them more about what we do so they can go forward and help their other clients as well.
Our fees are based on a percentage of savings.
If we don't find you money, we don't get paid.
Strategic Planning for Business Owners and Executives
What's Your Plan for Retirement?
- Are you wondering how you are going to find long-term financial security as an executive or business owner?
- Are you planning to use your business to fund your retirement?
- Will you have enough money to retire when you want to?
It is estimated that 92% of business owners are not prepared for retirement. Many simply don't know what to do or they feel they will never be able to catch up to where they should be.
Fortunately, we have a solution for that!
Business owners and top executives fall into a different category than the average 401(k) Plan Participant. They often have larger financial requirements to reach their retirement goals, but more savings limitations as a percentage of their overall income. This creates some serious challenges and demonstrates the need for more strategic planning.
- According to a 2016 study from BMO Wealth Management, 75% of business owners have saved less than $100,000 for retirement.
- Nearly all of the business owners in the above study with less than $100,000 are expecting to use their business as their retirement program.
- Between 2016 and 2026, an estimated 1/2 to 2/3 of business owners are expecting to change the ownership of their business.
- 35% of business owners don't know how they will exit their company and have no succession plan in place.
The reality is that if you're planning to use your business as your retirement plan, you run the risk that neither the right buyer nor a family member will be available to buy you out at the right time or the right price.
Question for business owners: Do you need a better plan?
Let us show you how to leverage your status as a business owner to accelerate your retirement savings and plan for your succession.
We also have creative solutions to accelerate retirement savings for top executives.
Contact us today!