Capital/Loan Sourcing & C-Suite Services

DRDA has expanded our Business Advisory Services by collaborating with experienced banker and SBA loan guru Robert (Bob) Hancock, CPA. By offering specialized Capital/Loan Source packaging, we are able to find funding options for clients that thought they would never receive the loan they needed. We also offer C-Suite Consulting Services at both CFO & Controller levels.

Capital/Loan Sourcing

Our goal at DRDA is to find the correct loan program and structure for our clients and match them efficiently/effectively. We look at government guaranteed loans which are focused on Small Business Administration (SBA) loans. Additionally, other local, state and federal programs are evaluated for eligibility (e.g. USDA B&I). A funding source database is maintained for business expansion, acquisition projects and other business needs.

Recently Completed Loan Packages

Field: Medical

Location: Northwest Houston

Amount: $500,000

Purpose: loan for working capital and equipment purchased

Field: Consulting

Location: Galveston County

Amount: $250,000

Purpose: revolving line of credit for consulting company with 7 year history

C-Suite Services (Contract CFO & Controller)

Contract CFO and Controller services are specialized for each company. Many times when a person leaves a company, their position is left vacant and in the search for a permanent replacement, a temporary outside contractor is needed. Whether a CFO and Controller are both needed or its just one, we have the experienced staff to assist with this. Most companies we service have $2-$20 million in revenue.

Recently Contracted C-Suite Services

By serving as the Contract CFO, we were able to assist an East Texas Forest Products Conglomerate with financing and strategic planning projects.

Assisted existing client with bank financing, strategic planning and accounting department process improvements (12 month contract).

Contact us for more info