Opportunity: We were approached by an accountant to look at a client’s existing funding and also take…

Opportunity: Lead from the client’s bank relationship manager for a CBILS loan – complicated bank credit and…

Opportunity: We were approached by an agricultural consultant to help a client gain cash flow, which in…

Opportunity: The client was setting up a new business selling logs for outdoor burners and needed plant…

Opportunity: Production had stopped due to national lockdown. Staff were furloughed and the bank declined to support…

Opportunity: The Customer needed additional CBILS funding to purchase new production machinery for the factory. Approach: As…

Opportunity: Another broker had failed to secure funds due to not carrying out sufficient due diligence. Approach:…

Opportunity: This customer had been affected by the lockdown but was also going through a merger, and…