IS YOUR BUSINESS
READY FOR A RESET?TESTIMONIALS
Our business, along with many others in the industry, had experienced a decline in revenues and overall financial stress. It was to the point where we were contemplating selling the business or even closing. Dave was able to get our debt restructured to lower our monthly payments and obtain fresh working capital. It was the shot in the arm we needed to get through the rough patch.
I started the refinance process for my building with a very large sized bank. It started out as what seemed like a good deal, but it turned into a paperwork nightmare. The layers of bureaucracy and continued delays caused me to ultimately pull the plug. I reached out to Dave and he found a banking partner for me that was responsive and eager to do business with my company. It was banking like banking used to be.
Dave was great at banking when he was a banker and is now a great advisor. He helped me secure financing at terms I never would have gotten on my own and saved me a lot of money.
We ran into trouble when IDOT condemned our property and essentially closed down our business. Dave believed in us when no one else did and helped structure our debt to give us new life while we went through the process of starting our next chapter. We now have a new, thriving business and couldn’t have done it without him. I will always be grateful for Dave taking a chance on us.
I was out of ideas and didn’t know what to do. I had to let go of one of our key employees and sales were suffering. I called Dave and asked for help. He jumped in with both feet and offered up so many suggestions on how we could get back on track. We now have a new website that is attracting new customers and new employees that share our vision for success. I am once again excited about my business and I have Dave to thank for that.
I approached the bank I had been dealing with for over 30 years with a request to refinance my commercial mortgage loan. My perfect history with their bank meant nothing to them. I was just another number. Dave found several options for refinancing with banks that actually wanted my business.
Our business is poised to go to another level. While others got stuck looking at our company in a traditional way, Dave took the time to understand our business. He came up with a creative way to help us with our expansion plans. Dave is part of our business family and I would highly recommend him.
My family business has been growing and is now entering its third generation. An incredible opportunity to expand our footprint and our franchise value was presented to us. It required a capital investment on our part and the right strategic partner. We unfortunately realized that our existing commercial bank was not the right partner for our expansion. Dave used his contacts within the industry and prepared and manged the entire RFP process to obtain a new package of financing. With Dave’s efforts we have been able to link up with a bank that not only can help us today but will also support us as we grow into more markets.
Dave Lahl, our former banker, came on board as a temporary CFO while our company was opening its second facility in another state. Dave was tasked with, and successfully fulfilled, a host of initiatives, including an out-of-state grant acquisition; securing state incentives such as major tax relief; and arranging the real estate, equipment, and line-of-credit loans for our new facility. The enthusiasm Dave showed toward our business was very encouraging, but what we appreciated most about working with Dave was his ability to cut through the red tape, keep everyone on track and deliver the expected results…and then some.
I know how to read things and I know what things to say. However, Dave is my security blanket. I know that he has our best interest in mind and, with his experience, I’m glad he’s part of our team.
Frequently Asked Questions
What kind of clients do you work with?
All. I can’t emphasize that enough. All. Everything from tiny mom-and-pops to large corporations…with an A-Z of business types as well, ranging from small, local service providers up to large, multi-state manufacturers.
What is the time commitment?
It depends on the job. If I’m coordinating financing for you, then the job ends once your financing is secure and your loan is closed. If I’m providing a professional skill set, such as serving as a temporary CFO, then the duration depends on your needs. Every job has unique time requirements.
Will you judge me for mistakes I've made with my business?
Absolutely not. I’m here to help, not judge. While I will be honest and direct with you to get you on track, my number one motivation is getting you excited about your business again.
%
Focus on You
+ Satisfied Clients
Years of Experience
Amazing Result
Declining profitability and not sure why?
MY SKILLS CAN HELP
Throughout the course of my 25+ years as a business banker, I’ve gained valuable expertise in knowing what banks look for and how they make their credit decisions. I’ve also been fortunate enough to assist thousands of businesses with attaining financing, thus I’ve also learned a thing or two about what works and what doesn’t when it comes to expansion, profitability, marketing and structure. I’ve seen vastly different business models applied to equally as different company sizes ranging from a one person shop to a multi-state manufacturer.
That’s why I started Level One Advisory Group…to apply my skill set to whatever issue your company is currently facing.
How can I improve my brand presence?
WHY YOU NEED ME
Because you want someone to get you excited about your business again
You need a specialized skill set and don't want to hire a permanent employee
You want an objective opinion
You need help launching your new product or expanding to a new location
You want fresh ideas and someone to see them through
Because, quite frankly, your financial statements are making your eyes cross
Are you ready for a reset?
630-460-6865
LevelOneAdvisoryGroup.com525 Tyler Road, Suite O
St. Charles, IL 60174
P (630) 797-5577 | F (844) 866-2598 | DLahl@LevelOneAdvisoryGroup.com