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I always recommend Benetrends for the 401(k) rollover to our clients, as they are the best in the industry. They are efficient and keep me up-to-date with all of our referrals. I highly recommend referring business to Larry, as I know no other person who can fund a transaction like him. Larry always exceeds my expectations in customer service and product knowledge. Plus, I trust Larry to guide the candidate with the best funding options available....
Sue Bennett
Referral Partner
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Funding Tool
Looking for a starting point?
You've found it.

Initial Consultation

First things first. Before we can determine the ideal funding package for you, we must first assess your particular goals and current financial situation. An in-depth discussion with one of our Business Funding Specialists is an important first step in determining our initial recommendations.

Initial questions would include, but are not limited to, the following:

What is your net worth?

How much do you have in cash?

What is your credit score?

What are your start-up costs?

What is the timeframe?

What is the type of business?

What type of funding are you looking for?

Once we have an accurate picture of your financial needs, we can design a customized funding plan that utilizes just one or a combination of our over 15 funding vehicles.

You won't find any cookie cutter financing here!

What's next?

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