The next level · one-on-one
Need personalized help
preparing your business for funding?
You have the tools. What if you want someone experienced to assess your business and implement a more personalized funding-readiness strategy with you?
Starting at
$1,500
A separate engagement. Scope and fee are agreed with you before any work begins.
Requesting a consultation does not charge you anything, and it does not commit you to the service. No funding, approval, amount or rate is guaranteed — readiness work improves your file, it does not decide a lender’s answer.
How the work begins
- 01You send a short request here, or call.
- 02Lamoy replies personally to schedule a conversation.
- 03You talk through where the business stands today.
- 04The scope and the fee are agreed in writing before any work starts.
Prefer to start with the free material? The checklist and the three digital products are all on the site, and none of them require this service.
What the engagement may include
Four pieces of work, scoped to your business.
01
Readiness review
We sit down with your entity, your banking history, your numbers and your paperwork, and read them the way a lender would.
02
Documentation gaps
A specific list of what is missing, what is inconsistent between filings, and what has to be corrected before an application goes anywhere.
03
Preparation priorities
The gaps ordered by how long they take to fix and how much they affect a decision — so the slow ones start first.
04
An action plan
A written plan of what to do, in what order, against your own circumstances and the scope we agree together.
The exact scope is agreed with you before work begins, and the fee depends on it. This is a personalized engagement, not a product you buy from a page, and the $1,500 figure is where it starts rather than a fixed price.
This service fits if
The file is close,
and the gaps are specific.
- Your entity, bank accounts and licenses do not all tell the same story.
- You applied before and were declined without a clear reason.
- The numbers exist but nobody has packaged them for a lender.
- You are preparing for a specific amount and want to know the honest timeline.
- You have the checklist and want someone experienced to work through it with you.
If your file needs six months before it is ready, that is what we will tell you, and the plan will say so.
Request a consultation
Start with a conversation.
Tell Lamoy where your business stands and what you are trying to be ready for. If the service is not the right next step for you, he will say so.
Or call
786-541-5095