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


Building Value Now For A Successful Exit Later

Since the majority receiving this email own a business or advise those that do, we’ve focused our newsletters to reflect strategies for creating more value within a business throughout 2017. I hope you find the information relevant and thank you for the...

P.O. & Contract Funding Expanded!

Are you missing out on larger orders or contracts due to a lack of capital to confidently fulfill the orders timely?   If so, you may want to explore the P.O. Financing and Contract Funding market again. Many of the lenders I represent now offer solutions to...

Lack of Capital = Reduced Growth

Are you unable to bid larger projects? Uncertain of your cash flow for meeting business expenses?   Is so, there’s a greater possibility that you aren’t taking advantage of the growth opportunities available to your company. When you’re not...

5 New trends in Business Financing

5 New Trends In The Business Financing Market   Thank you for letting me to share this bi-monthly newsletter with you throughout 2014. I hope you find a majority of the content to be relevant. I’ve highlighted some of the recent changes to accessing working...

New Standalone Inventory Financing

3 Inventory Financing Solutions   Standalone inventory lines of credit enable companies to remain competitive while supporting the demand of quick delivery to accounts. For years these programs were reserved for companies with sales in excess of $20M annually....