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Engineered Advisory is the umbrella company for Engineered Tax Services, The Growth Partnership, INSIDE Public Accounting and ABLE: CRM for Accountants. Engineered Advisory provides strategies to help professional artists and athletes keep more of their money, and provide high net worth individuals or business owners with tax-intelligent techniques and financial strategies to preserve their wealth. The Engineered Advisory Accelerator is a membership based cohort, created for accounting firms that want to offer a full range of advisory services outside their personal expertise to their clients. Their clients get access to leading, strictly vetted professionals across a wide range of the advisory spectrum. Listen to The Advisory Accelerator Podcast anywhere you get podcasts or at: https://podcast.engineeredadvisory.com/ New episodes monthly!
For over 15 years, UFS has successfully helped business owners and entrepreneurs access over $500M in unsecured capital to fund business start-ups, acquisitions and franchise purchases. UFS is an independent advisory service that works with over 250 lenders nationwide to match its clients needs with the best lending solutions, rates and terms. UFS is also a direct lender through its innovative Jumpstart Loan, launched in early 2023. We also invite investment from accredited investors into our Jumpstart Loan Fund, a private credit fund designed for entrepreneurs seeing to buy a franchise or other business.
Royal Bank is a Elroy, WI-based company in the Financial Services sector.
First National Bank of McConnelsville is a Mcconnelsville, OH-based company in the Financial Services sector.
Founded in 1983, Pacific Premier Bank is a business and consumer bank with approximately $11.6 billion in total assets, headquartered in Irvine, California, serving businesses and consumers throughout the United States.