Our Clients

Small Business Owners

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.

Franchise Investors

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

International Residents

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.

Contact us.

 

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
2019-01-26T13:19:53-04:00
  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

Patricia helped improve my positioning as a subject-matter expert. - Joseph C., Westmed Medical Group.
2019-01-26T13:01:22-04:00
Patricia helped improve my positioning as a subject-matter expert. - Joseph C., Westmed Medical Group.

Patricia is a great leader and a pleasure to work with. She has a comprehensive understanding of business models and growth strategies. I have learned a lot from her. - Niket Ghelani, MYT Works Inc.
2019-01-05T18:55:12-04:00
Patricia is a great leader and a pleasure to work with. She has a comprehensive understanding of business models and growth strategies. I have learned a lot from her. - Niket Ghelani, MYT Works Inc.

Patricia knows the market inside out, including which condo buildings have good financials. She introduced me to an amazing property which I purchased and have done very well with. I highly recommend her without reservation.  - Garrett L., Real Estate Investor
2019-01-26T13:23:47-04:00
Patricia knows the market inside out, including which condo buildings have good financials. She introduced me to an amazing property which I purchased and have done very well with. I highly recommend her without reservation.  - Garrett L., Real Estate Investor

Julie has been an absolute godsend. Struggling with carrying the constant and heavy weight of being a small business owner on my shoulders, my business was running but not efficiently. Julie helped me organize and streamline my business processes, which has allowed my business to grow...she also took the time to coach me personally and has helped me think and do things better on a daily basis. Thank you Julie! - Jon Gibbons, Business Owner
2019-01-26T17:20:47-04:00
Julie has been an absolute godsend. Struggling with carrying the constant and heavy weight of being a small business owner on my shoulders, my business was running but not efficiently. Julie helped me organize and streamline my business processes, which has allowed my business to grow...she also took the time to coach me personally and has helped me think and do things better on a daily basis. Thank you Julie! - Jon Gibbons, Business Owner

Patricia has helped us improve operations for sustainable growth. We enjoy working with her. - Steve Scammell, KFX Technology
2019-02-12T12:49:39-04:00
Patricia has helped us improve operations for sustainable growth. We enjoy working with her. - Steve Scammell, KFX Technology

Patricia helped implement the systems we needed to expand our operations. We grew our business revenue 30% in 18 months. She also wrote our business plan, which allowed us to win a manufacturing grant through NYCEDC (New York City Economic Development Corp.) - James Schwartz, MYT Works Inc.
2019-02-12T12:55:30-04:00
Patricia helped implement the systems we needed to expand our operations. We grew our business revenue 30% in 18 months. She also wrote our business plan, which allowed us to win a manufacturing grant through NYCEDC (New York City Economic Development Corp.) - James Schwartz, MYT Works Inc.