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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.
Financing
Working Capital - We provide help with lending solutions to businesses of all sizes looking to finance a project, immediate business need or expansion of any size.
$1M Working Capital, Line of Credit, 0% up to $250,000 or multimillion dollar commercial real estate loans on SBA, non SBA and private money loans.
Just to name few programs.
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Commercial Real Estate - Financing and acquisition planning. Preparation for the purchase of CRE is one of the most important aspects when planning to purchase your commercial property. We help with financials, equity injection, corporate structures on SBA and Direct financing options. Debt restructuring and cash out up to 80% of the value on multifamily residential portfolios, senior housing and skilled nursing facilities with no personal guarantees, interest rates at below market on assumable loans.
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.