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

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

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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...

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....

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...