Business Development Expertise
What sources of funds are most suitable for your needs?
High networth individuals
"WMS was instrumental in assisting us in securing a vital SBA loan just as the market was tanking in the fall of 2008. No one could believe we managed to secure the financing. We even made the 6:00 news!!”
President & CEO
WMS brings experience with all funding sources and knows their nuanced requirements. We guide, prepare and connect clients to the most suitable sources of funds.
Preparation is critical - lenders and investors must have confidence in your business strategy, financial plans and business performance.
• Selection of lenders & investors
• Investor meetings & negotiations
• Development of investor materials
• Strategy and business plans
• Financial projections & valuations