I can’t believe it’s been two years since I started Level One Advisory Group.  From the outset, my mission has been simple: to get my clients excited about their business again.  Whether it’s tackling adversities, seizing opportunities or simply brainstorming the “what-ifs”, my job is to offer an objective vantage point of the issues at hand, no matter how large or small, and an innovative channel for moving forward.  I can truly say it’s been an exciting journey and I love what I’m doing.

 

A Growing Obstacle

Amid the many obstacles standing in the path of my clients, one seems to be universal to all:  the commercial lending landscape.  Banking has seen vast changes the past couple of years…most of which are not beneficial to small businesses.  Interest rates have been steadily climbing, mergers and acquisitions have been on the rise and, because of increased regulatory pressures, the old-fashioned banking we all knew and loved, where bankers truly advocated for their borrowers, has become almost nonexistent.

 

A Challenging, Impersonal Process

It takes a lot of time and expertise to navigate the complex financial process today.  Business owners are finding that when they try to obtain new financing, increase a line of credit, or ask for some leniency during a downturn, the bank’s process is challenging, impersonal and automated.  I’ve gotten many 6:00 AM calls from business owners who’ve just had it with their bank.

 

Therefore, if there is anything I can help with…whether it’s getting competitive quotes for a major purchase, assessing your existing banking relationship, or simply getting an objective opinion, I would welcome the opportunity.  My goal remains the same:  getting you excited about your business again.

Others have already discovered creative solutions to the obstacles and opportunities standing in their path…how about you?