Small and Mid-sized Business Owners and Non-profits
Are you frustrated by the challenges of business growth? Do you want to simplify management, implement new technology or revamp your marketing strategy? Let’s consider what it takes to get your business to the next level. Our process is innovative, practical and streamlined to save time and money.
Corporate Executives & Retirees
Are you transitioning from Corporate America? Are you ready for retirement but still interested in building passive income for yourself or your children? Owning a small business or real estate portfolio will expose you to rewarding new experiences while generating full-time, semi-passive or passive income that can be available for future generations.
You can leverage your 401K and other retirement assets to invest in your own business without distributions or penalties. We’ll help you explore a wide range of options for business building and buying, including financing a small business investment.
Real Estate Investors
Are you interested in expanding your real estate assets? Real Estate investing is a small business approach that requires specialized training. We provide the education you need to build property portfolios to increase net worth and develop new revenue streams.
Do you have the skills to run a business but hesitant to start from scratch? A franchise acquisition offers a turn-key approach to financial gain with social and personal benefits. It allows you to:
- Buy your dream job
- Pursue your passions
- Diversify your investments
- Supplement or replace income
- Create jobs and develop others
Are you an immigrant with entrepreneurial skills? Gain legal US residency through business investment programs designed for foreign born investors. E-2 and EB-5 visas create a path to work and live in the US. We’ll get you through the process by helping you select a business investment option and get support from experienced attorneys.
Patricia is up-to-date with the current real estate trends and risks. She is very professional and is a great negotiator. I made a significant return in less than two years on an investment property deal with her. - Dathan Heeran, Real Estate Investor