The banking, insurance, investing, and merchant services industries face increasingly intricate challenges and opportunities on a daily basis. Berkeley Strategy Advisors, with its extensive industry expertise, offers proven solutions, relevant processes, and agile veteran expertise to assist businesses in attaining their objectives.
By forging partnerships with lenders, businesses can seize opportunities to reduce introductory interest rates, safeguarding their investments through borrower preparation for underwriting and implementation. With Berkeley Strategy Advisors managing community Revolving Loan Funds (RLF), our city partners can rest assured that borrowers are fulfilling their RLF Plan goals, thereby ensuring the sustainability of the lending program.
Our comprehensive workshop series, known as the Financial Literacy Advisory Service Hub (FLASH), provides businesses with education on financial literacy, potential loan and investment opportunities, as well as funding options. All of these endeavors aim to foster business growth, enhance profitability, and facilitate workforce expansion.
We now offer an accelerated weekend program that combines financial literacy education with a pathway to capital. Even non-qualified loan recipients are provided with secondary resources that boost their prospects of becoming bankable in the future.
Berkeley Strategy Advisors' "FLASH" programs actively support local economic development by broadening access to capital, fostering business growth, and facilitating paths to loan forgiveness whenever feasible.