As with any concierge service, we limit the number of clients we take on at any given time, ensuring every client is provided with the utmost attention. Our ideal clients are small to medium sized credit unions and/or chartered development financial institutions (CDFI’s)who value their time and want skilled, knowledgeable, competent and reliable subject matter expert guidance with their commercial lending and business banking.
- Complete the Contact Us form with your information.
- We will reach out to you within 24 hours to schedule a free 30-minute consultation. We will obtain a high-level overview of your business aspirations, to determine if we are the right fit to help execute your plan.
- Based on our conversation, a draft proposal of services will be presented for your review, including deliverables, timeline and cost.
- Upon contractual agreement, we will gather detailed information about your credit union and the goals you are pursuing. We will couple our expertise with in-depth research of your current market environment.
- You will be presented with a step-by-step recommended plan of action and we will begin to collaboratively execute it.
What People Say
I believe that one of life’s greatest risks is never daring to risk.
Oprah Winfrey
Business is a money game with few rules and a lot of risk.
Bill Gates
Never start a business just to “make money”. Start a business to make a difference.
Marie Forleo
High-Risk Business Solutions LLC 