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Our Strategies
E-Commerce as additional revenue stream
All done For You
We open and manage an Amazon E-Commerce store, generating passive incomes. Additionally, we build a portfolio of other E-Commerce stores and brands (Walmart, Shopify, TikTok, YouTube Channels and more) so your whole company can reach a marketable value, if you wish to sell it.
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Strategic Planning for Growth and Profitable Exits
We are your partner to plan and execute the growth of your business. Your goals plus our strategy will become ONE but you remain in "driver seat" 100% all the time. Our planning is done by inhouse consultants and approved vendors we work with. We provide the highest level of service as your satisfaction is the only basis for our fee to be earned. During the planning process you approve all actions, we execute accordingly to advance our mutual plan.
The Power of Multiples!
Business Advisory
Multiples aren’t just numbers; they’re your ticket to potentially increasing your business value by 2x, 5x, or even more! This strategy is all about leveraging your business "MULTIPLE". It's a game-changer, a method that savvy entrepreneurs and major corporations have been quietly using to their advantage.
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M&A - Mergers & Acquisition as expansion and growth strategy – planning, strategy implementation with and without capital partners
Insurance Contracts as a Strategy Tool
A properly structured life insurance contract, based on the right product, can be a great financial tool. It is a valuable asset class that can produce excellent results in many aspects of your financial plan. We specialize in customizing these structures to provide the most benefits for use during your lifetime, not just upon your death. Our policy contracts are not your typical insurance policies that only cover your death. We maximize cash value design and present you with a strategic plan to use it TAX FREE so it will last life time as your retirement income or to use it as you fit for anything.
Multifamily Financing
New Construction & Refinancing
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HUD-Insured Financing & Debt Restructuring 223(f) & 221(d)(4)
We specialize in converting conventional, personally guaranteed debt into HUD-insured, non-recourse financing through the 223(f) (refinance/acquisition) and 221(d)(4) (new construction/substantial rehab) programs. These loans provide long-term, fixed-rate, below-market financing because each loan is insured by HUD and backed by GNMA securities, providing pricing stability unmatched in private markets.
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223(f) Refinance & Acquisition – 35-Year Fixed, Non-Recourse
The HUD 223(f) program allows owners to refinance or acquire multifamily properties with 35-year, fixed-rate, self-amortizing, non-recourse loans—with no personal guarantee and no balloon payments. Loan-to-value can reach up to 87%, with cash-out available up to 80%. Every loan is fully assumable, adding exceptional value when repositioning or selling the asset.
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221(d)(4) New Construction – Only 13% Equity & 40-Year Amortization
For new development, the HUD 221(d)(4) program delivers 40-year amortization, below-market fixed rates, and non-recourse financing—all without personal guarantees. Developers benefit from extremely high leverage, with total equity requirements as low as 13%. These loans are assumable, fixed, and convert seamlessly to permanent financing after construction.
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Why HUD Financing?
HUD-insured loans offer:
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Non-recourse structure (no personal liability)
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Assumability, increasing property value and buyer demand
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Below-market, fully fixed rates because of 100% federal insurance
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Long-term stability (35–40 years, no resets, no balloon payments)
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Higher leverage compared to conventional lenders
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Predictable cash flow and reduced refinance risk
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Reduce your Tax Bill by 20%-80%
​There are many strategies designed to reduce or eliminate your tax bill. However, not every strategy is suitable for everyone, so our tax professionals will review your current individual situation and tax returns, and will present you with the applicable tools. We will make recommendations to achieve the best results.
Trust Agreements
as the Foundation of Proper Structure
Trust agreements are the backbone of proper planning. The most common type is a living trust, but your individual situation and goals may require more complex structures and different types of trusts. Our legal team will conduct a detailed interview to design a custom trust that fits your individual situation.