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Clarify the goal
Define what the business wants to accomplish and build a financing and capitalization strategy around it.
Personalized Advisory · By Application
Know Where You're Going. Understand What It Takes to Get There.
Growth creates questions: Is the business's credit profile where it needs to be? What will financing sources want to see? What should happen first, and when? Finance-Ready™ Advisor is personalized financing-readiness guidance for businesses preparing to pursue financing of $1 million or more, including tailored business credit building. You work one-on-one with experienced commercial financing professionals and follow a personal action plan that is updated as the business changes.
Applying takes one questionnaire. There is no charge to apply.
Why Advisor
Financing decisions deserve more than guesswork.
Before approaching a financing source, it helps to understand where the business stands today, which documentation will be expected, and what needs attention first.
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Understand readiness
Review business credit, cash flow, existing debt, and documentation, and identify the gaps that matter.
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Follow a clear plan
Get a concise action plan with priorities and next steps, reviewed with you each month as revenue and progress change.
What's included
Your monthly subscription includes
Guidance & planning
- Review of the business-credit, company, and growth-project information you provide, within the agreed scope
- Personalized guidance on the right financing strategy: the proper steps to take, and when
- Guidance on building business-credit readiness based on your current situation and growth goals
- Which financial documentation will likely be required for your current goal and future financing needs, given your business and industry
- Discussion of cash flow and existing debt, including how to strengthen cash flow and present it accurately to financing sources
- Help preparing a financing and capitalization strategy
Support & accountability
- One scheduled private consultation per month, up to 45 minutes
- Identification of practical steps to improve financing readiness
- A concise, personalized action plan outlining priorities and next steps
- Monthly progress review and action-plan updates as your revenue and circumstances change
- Brief written recap after each consultation
- Email answers to questions related to the agreed advisory scope
Terms at a glance
Know the terms before you enroll.
$495 per month · six monthsA six-month program ($2,970 total), because effectively building business-credit and financing readiness typically takes about six months. Ends automatically after month six.
Essentials graduates: 3-month minimumCompleted Finance-Ready™ Essentials? Your minimum commitment is three months ($1,485). After that, cancel with 30 days' notice.
Billed after each monthAutomatic payment, charged at the end of each month, after that month's services are delivered.
7-day cancellation windowCancel within 7 days of enrollment, before your first consultation, and owe nothing. Early cancellation after that costs one additional month's fee.
Up to 3 hours per monthCovers the consultation, preparation, review, action-plan work, follow-up, and questions. Additional time only with your prior written approval.
Missed sessions rescheduledA missed consultation is rescheduled, and may move into the following month.
By applicationApply by completing the Advisor questionnaire. If your application is accepted, you will receive the Subscription Agreement to review and accept before enrollment. Essentials members are encouraged to apply after completing their program.
Business credit onlyAvailable to LLCs and corporations. Personal credit and personal credit repair are not offered.
Full termsRead the Subscription Agreement and the Refund & Cancellation Policy before enrolling.
We're Not Your CFO. We're Your Financing Advisor.
We're not managing your books. We're not running your finance department. We're not producing CFO reports. We're not becoming your outsourced CFO.
We're helping you prepare for capital.
Advisor is financing-focused guidance. It is not bookkeeping, accounting, outsourced CFO management, loan application preparation or submission, lender placement, or a guarantee of financing.
Choose your level of support
Start with the foundation, or get personalized guidance.
Essentials
Finance-Ready™ Essentials
$75/month
Automated business credit building: a structured six-month program for building a business-credit and financing-readiness foundation.
Explore EssentialsPersonalized support
Finance-Ready™ Advisor
$495/month
6-month minimum ($2,970 total)
For businesses preparing to pursue $1M+ financing: one-on-one readiness guidance, including tailored business credit building, with a monthly consultation and an action plan. By application.
Apply for AdvisorComplex / large-scale
Finance-Ready™ Institutional
Financing preparation for needs of typically $5M and above, or any deal requiring specialized documentation or transaction support, such as mergers and acquisitions, mining, oil and gas, and project finance. Scoped and priced for each engagement.
Ask About InstitutionalPrepare for capital before it becomes urgent.
Take the next step toward a clearer financing path.
Finance-Ready™ Advisor is an advisory service for business entities, available by application. It does not include loan application preparation or submission or lender placement, and it does not guarantee any credit score, credit-profile improvement, financing approval, loan amount, interest rate, or timeline. No part of the fee is paid for financing or approval. Financing decisions are made by lenders under their own criteria, and personal guarantees may still be required. Specialized or project-based work requires a separate engagement. Greater Globe Alliance and its affiliates may separately offer commercial financing advisory or loan brokerage services; using them is optional, and no Advisor fee is a fee for, or is credited toward, any such service. See the full Subscription Agreement for terms.