Creative Funding by Design Welcomes You
WORKING WITH YOU
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The right funding strategy for your new business will be one of your most important and difficult challenges. Most clients also do not think about an exit strategy. If implemented early, many are not aware of an exceptional and incredible funding vehicle that enables new business owners to set up their business to allows them to be exempt from future capital gain taxes when selling a business. This funding program provides life-long wealth protection for you and your family.
Our Mission
"Our Mission is assisting clients with a free service to make a smart sound lending decision through a professional relationship based on uncompromising integrity, trust, and personalized service.
We accomplish this mission by offering a free comprehensive overview of the funding strategies which enables our clients to prioritize and obtain the capital to start and grow their business."
Services
CREATIVE
FUNDING STRATEGY
Whether you’re looking to build a business from the ground up or you want to purchase an existing business or a franchise achieving the right business loan will be one of your most important and difficult challenges. Knowing your options and choosing the best funding strategies is vital to growing your business.
Sufficient working capital is a key aspect of any new and or existing business's financial health. Not having enough operating capital can have a serious impact on the future of your business.
DID YOU KNOW
YOU CAN FINANCE YOUR
BUSINESS WITHOUT DEBT!
Since the Retirement Income Security Act law in 1974, Entrepreneurs have accessed their 401(k), traditional IRA, SEP, 403(b), Keogh, or TSP accounts to invest in their own business. The ROBS (Rollover for Business Startup) allows you to access all or a portion of your Retirement funds to acquire or grow a business; without paying early withdrawal penalties, taxes, and without having to worry about business debt and interest payments.
It’s a common misconception that you can only use your retirement plan to purchase investments like publicly traded stocks, bonds or mutual funds. In reality, you can use most retirement plans to buy a business or franchise. This strategy can also be used to get into business with no debt or use for the cash injection for an SBA Loan.
TERM
LOAN
PROGRAMS
Term Loan allows for quick access to the cash you need to launch your business while providing you with the flexibility to spend the money when and how you want.
These funding programs were designed to provide new entrepreneurs with the startup capital necessary to develop a prospering business and ensure working capital is available for guaranteed, long term success. Moreover, both loan options can be secured simultaneously. These funding programs work well in conjunction with the ROBS Plan (Rollover for Business Startup).
SBA Loans
WHICH SBA LOAN IS RIGHT FOR YOUR BUSINESS?
The SBA doesn’t loan money directly to small businesses. Instead, the SBA works with intermediaries to provide low-interest loans with competitive terms to small businesses and startups. These intermediaries could be traditional banks, private lenders, credit unions, or even nonprofit organizations.
The SBA offers several loan programs Let’s explore the different types of SBA loans to determine which best fits the needs of your small business or startup.
SPECIALIZING
Small Business Loans (SBA), Conventional Loan; Utilizing Retirement Funds (Rollover for Business Start-up) Also known as (ROBS) with NO tax or penalties; Equipment Leasing; Unsecured loans; Term loans; Securities Stock Loans; Private Equity Loans: Merchant Cash Advance: Home Equity Line of Credit.
Your Trusted Funding
Consultant,
I have had the most amazing career of 30+ years, assisting countless aspiring entrepreneurs to achieve their dream of owning their own business.
I am without a doubt, a people person. Listening to my client's dreams of owning their own business and structuring a creative funding roadmap is a core of what I do.
If you believe I can be of help creating your funding roadmap to achieve your goal of owning your own business, please feel free to reach out to me.
Mona
Testimonials from My Clients
At Creative Funding by Design, I know what exceptional customer services means, and I go the extra mile to make sure my clients reach their goals. For many years, I’ve helped my clients transform their lives thanks to my consulting services, and I’m so proud to see them on the path toward success. See what my satisfied customers are saying and get in touch with me today.
