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Each engagement begins with the owner's goal and a complete analysis of the business. The facility follows the plan.
Recent transactions
Each began the same way: financial statements, a complete analysis, and an advisor who reviewed the findings with the owner before any agreement was signed.
A self-storage term loan, a retail line of credit, and ground-up construction financing each came through the same process, with the structure set by what the numbers supported.
Client review
“Working with Yehuda Cohen is an absolute pleasure. … Yehuda takes the time to understand you and your business. He then suggests (no high pressure) the right financial vehicle which you can afford, to help you grow your business! My business qualified for a 10 year SBA loan.”
Robert Hutt · March 19, 2026
How a plan takes shape
These examples show how a long-term plan can come together. They're illustrations, not client results.
Your advisor sets cash flow, EBITDA, and existing debt against the timeline for a sale. The plan may focus on EBITDA first, with new capital brought in only where it supports that goal.
You name the next stage of growth, and your advisor reads what the business can support today. The plan sizes each facility to cash flow and sets the order they come in.
Your advisor reviews the existing debt and what it costs the business each month. The plan may bring cash flow in now and line up a longer refinance for later.
Tell us what you're building toward, and your advisor will show you what the numbers support.
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