Over the years I have known and worked with Shannon, I’ve see how her integrity and expertise have helped San Diego companies finance payroll and working capital needs, especially related to the government contracting space.
Steve Lopez,
Vice President & Senior Relationship Manager
City National Bank

I have worked with Shannon for over 15 years and found her to be straightforward and very professional. We recently referred a manufacturing company to Shannon that has been very satisfied with their transition. She offered a competitive working capital solution and assisted the company in a smooth transition to meet their financing needs.
Dino D’Auria,
Southern California Regional President
HomeStreet Bank

As the CFO for a couple of San Diego companies Shannon's helped with financing over the years, I can say she's been instrumental in financing growth particularly when the banks weren't. As these companies worked with high profile clients, we needed to be discreet when choosing a solution allowing a favorable method of collecting customer payments which we were unable to obtain in the market on our own.
John Teotico
CFO, San Diego CA


Pre-bill Funding and Purchase Order Financing

Do you have large Contracts or Purchase Orders pending?  Are you concerned with the cash flow to support these projects? Purchase Order Financing and “Pre-Billing” capital is more accessible than it’s been for many years.  Take action to secure...

P.O. & Contract Funding Expanded!

Are you avoiding larger orders or contracts due to a lack of capital to confidently fulfill the orders timely? It may be time to explore the P.O. Financing and Contract Lending market again.  Many of the lenders I represent offer solutions to assist companies with...

3 Easy Steps To Improve Your Company’s D&B Rating

D&B is the commonly used source for obtaining public business credit in order to determine a companies ability to maintain prompt payments and meet their business credit obligations. Consider the following steps when actively managing your PAYDEX and credit...

Expanded Business Lending Options 2016

Access to capital is no longer an impediment to growing your business! Borrowing-Base Formula Lines of Credit Non-Notification Accounts Receivable LOC Inventory & Goods In Transit Advances P.O. and Production Funding Contract Advances Retail: Inventory & Term...

Pitfalls & Strategies when applying for bank financing

As we close out the last quarter of 2014, many of you may be requesting line increases from a bank to support current business operations or taking on new challenges in 2015 that require capital. Either way, I thought the two articles from Forbes and Entrepreneur were...

Q&A: 3 Common Financing Concerns Demystified

3 Most Common Questions & Answers Related To Asset Based Lending Programs   It’s quite typical to receive a note of thanks once a line of credit is in place and satisfying the cash flow needs for a business. I often hear that in hindsight they’ve...