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Next Step: Engagement Agreement

Inquiry Received

Next Step: Engagement Agreement

Thank you — your inquiry has been received. Before our office begins detailed review or lender submission, the engagement agreement must be signed and the engagement payment must be completed.

Step 1

Sign the Engagement Agreement

Review and sign the Business Financing Consulting, Fee, Confidentiality & Non-Circumvention Agreement electronically via DocuSign. Full fee terms are disclosed in the agreement — no payment is collected before you sign.

Sign Engagement Agreement

A DocuSign link will be sent to your email address on file. Contact our office if you have not received it within one business day.

Step 2

Complete the Engagement Payment

After signing the agreement, submit the engagement payment to initiate the formal financing review. Payment options are available below.

Proceed to Payment

Questions about the process?

Contact our office