guaranteed financing: dcv - masters in financing franchise's
DESCRIPTION
DCV is a 5-‐Star 5-‐Diamond Business Financing service that places financing for entrepreneurs. We take you every step of the way. No Upfront Costs Guaranteed Financing Awarded within 24 to 48 hours Executive Level Business Plans Franchise Fee is underwritten to go towards the loanTRANSCRIPT
Direct Connect Ventures Inc (805) 449-‐2411 eric@dcv-‐inc.com 468 Pennsfield Pl, Thousand Oaks, CA, 91360
MASTERS IN FUNDING PROCUREMENT With over 3 decades experience working with Franchise CorporaPons, DCV is Prepared to
handle all circumstances relaPve to financing your business venture...
At Direct Connect Ventures, providing you with...
* Turnkey Funding * ExecuPve Level Gtd. Business Plan
* All SBA and ConvenPonal Lending Programs * FDD/UFOC NegoPaPng
* Insurance (Life, P&C, Workers Comp, Healthcare, etc.) * Business Bookkeeping * Growth Strategies
* Property Conversions. AcquisiPon & Start Ups * 1031 Exchange
No Upfront Costs… 100% Success Rate…
DCV is a 5-‐Star 5-‐Diamond Business Financing service that places financing for
entrepreneurs. We take you every step of the way.
Pre – QualificaPon Assessment
UnderwriPng AnalyPcs EvaluaPon
Guaranteed Funding
Extended Services
Dedicated Support
DIRECT CONNECT PROCESS
Within 24-‐48 hours aber your Pre-‐Assessment Call, all of your funding opPons will be available for you!
Pre-‐Assessment
Call
UnderwriPng
Guaranteed Funding
MASTERS IN FUNDING PROCUREMENT
We have been in the industry for well over a decade. Our stomping grounds were in the hotel franchising industry… Years later, organically evolving into a service every
entrepreneur can uPlize.
Obtaining financing can be one of the most difficult tasks in your journey. But with Direct Connect Ventures, you will feel more confident in knowing what your opPons are
aber every conversaPon.
Franchises
Startup’s
Hospitality Expansion Projects
Commercial and Retail
MASTERS IN FUNDING PROCUREMENT
Securing your funding safely is our number one priority. With our hand holding approach we help you all the way from start to finish.
CorporaPon Forming
AccounPng
Human Resource
Insurance
Credit RestoraPon
MASTERS IN FUNDING PROCUREMENT
The ExecuPve Level Business Plan is designed specifically to exceed lender underwriPng guidelines, perfect for government (SBA) guaranteed lender programs and convenPonal
funding opPons.
• ExecuPve Outline | Company Structure • Financial ProjecPons including Cash Flows and Balance Sheet
• Product and /or Services DescripPons • MarkePng Plan with Key ObjecPves • Geo-‐Targeted Demographic Research
Business Plan CreaPon
MASTERS IN FUNDING PROCUREMENT
ProtecPng your assets is our priority! Most lenders require a life insurance policy for the amount of your loan. We will guide you through a process of understanding what insurance
is necessary and/or required for you, your business and your lender.
• Insurance for all Industries • Professional Insurance • Insurance as an Employer • Life Insurance (required by lenders in almost all cases)
DCV Insurance Services
MASTERS IN FUNDING PROCUREMENT
Your enterprise is the applicant for business financing. Its structure can help reduce taxes and potenPally protect you against personal liability.
• C – CorporaPon | S – CorporaPon | Partnership | Limited Liability Company
• Federal IdenPficaPon Number • FicPPous Business Name Statement
CorporaPon FormaPon
MASTERS IN FUNDING PROCUREMENT
Simplify your business processes and provide the human touch needed to effecPvely manage Human Resources.
*Provided by Infinity Human Resources
• C – CorporaPon | S – CorporaPon | Partnership | Limited Liability Company
• Federal IdenPficaPon Number • FicPPous Business Name Statement
Human Resources/ Medical Insurance*
MASTERS IN FUNDING PROCUREMENT
Guided strategies delePng erroneous, unverifiable informaPon could make the difference in securing financing, or not. A pre-‐liPgaPon process holding the creditors responsible, not the
bureau reporPng company.
*Provided by American Credit Repair
• Average 100 point increase • Proven Track Record
Credit RestoraPon/Development*
MASTERS IN FUNDING PROCUREMENT
Aimed to bring the best resources to you. Services include financial statement audits, reviews, and outsourced bookkeeping. Strategic planning through internal control reviews
and cash flow projecPons.
*Provided by RBZ CPA
• More than 30 years of public accounPng • Proven Track Record
AccounPng/Bookkeeping*
Master technicians in placing financing for your enterprise.
For nearly a decade Direct Connect Ventures has secured financing soluPons for our clients. Arriving on a plarorm of financial safety and growth is always the goal! DCV is the single source for financing and establishing your business.
With a hand-‐holding approach, the necessary financing is secured for start-‐ups
and for those expanding their enterprise. DCV is not Ped to any lender or funding soluPon. All
SBA and ConvenPonal products, Commercial and Retail Lending programs, Equipment Leasing, Business Insurance, and Lines of Credit, to name a few, are explored.
A Business Plan is the first step to ensuring success! The DCV
ExecuPve Level Business Plan is developed as a highly successful tool. Your Business Plan is guaranteed to exceed all
lender underwriPng guidelines.
Master technicians in placing financing for your enterprise.
DCV has built hundreds of lender relaPonships around the U.S., Puerto Rico and in the countries of Panama and Canada. DCV has a reputaPon of doing it right the first Pme. This disPncPon comes from DCV’s ability to thoroughly
compile a program according to lender specific guidelines. As a result lenders work diligently for DCV to process programs to their full potenPal.
With a success rate of 100%, franchisors, franchise coaches, business owners, business brokers and lenders are confident when working with DCV. They trust the DCV team has underwriten their clients and will only present programs that are bankable. Once funding is secured, the team works diligently with
clients to ensure the business owner has systems in place. This includes hiring the right people, placing insurance and back office funcPons (payroll and
human resources) markePng strategies, establishing business credit, and credit restoraPon.
Key Advisors
Reg Byrd – President
Reg has over two decades experience in the franchise and corporate finance plarorms. As a Chief Financial Officer/Controller with Hyat Hotels and the Loews Hotels corporaPon he provided fiscal management oversight of $55
million budgets. Reg spearheaded oversight of best pracPce financial policy and was accountable to public accounPng firm audits. His past experience includes
direct responsibility in preparing budgets for mulP-‐million dollar capital improvement projects and ground up construcPon projects exceeding $10
million dollars.
Following his entrepreneurial heart, Reg leb corporate America to open a start-‐up hospitality real estate firm. Organically, the business evolved into general commercial financing with the focus in franchising. Reg lives everyday to provide financing soluPons for new entrepreneurs and exisPng business owners. Reg is cerPfied in finance by Cornell University and is a California
licensed Real Estate Broker. Reg and his wife Terry have been married 31-‐years. Together they have two sons, a daughter-‐in-‐law, a new grandson, a future
daughter-‐in-‐law, and an English Chocolate Labrador.
Key Advisors
Eric Farnell -‐ Analyst | Financing Strategies
Aber college, Eric knew his real educaPon would begin in the business world. ConsulPng for businesses and individuals for 6+ years, Eric has developed an impressive library of success stories. As an Advisor at an exclusive Inc 500 MarkePng firm, Eric holds an amazing track record of helping companies
grow their business. From bouPque shops to fortune 500 companies… Eric has worked on a wide range of projects helping achieve his clients’ goals.
Having unparalleled passion and a “get up and get it done” awtude for
successful financing strategies, Eric has been and conPnues to be a key element to the success of rebuilding Main Street America. Working side by side with the
best of entrepreneurs, Eric has extensive knowledge in the franchise and business financing industry. With amazing enthusiasm, Eric assists individuals to achieve their goals no mater what the challenge. Holding the core values of a 5-‐Star, 5-‐Diamond business, there’s no shortage of consistent praise from DCV clients. When you speak with him, you will feel extremely confident and
know you are in the best of hands.
Key Advisors
Naomi Pennino – ExecuPve Director | Financing Strategy
For decades Naomi’s efforts have been driven by developing strength in relaPonships. She has an innate sense of compassion for each situaPon and is driven to provide a successful outcome for every individual with whom she works with. Naomi is widely recognized in the franchise industry as one who moves entrepreneurs toward arriving financially safe. She has an excellent track record at giving solid, candid financial direcPon. Naomi is a musician, singer, avid tennis player, a dog lover and has two children in college. She is,
without a doubt, the most caring person you’ll ever meet!
Key Advisors
Jared Tackman -‐ Leader | Banking RelaPonships
Jared joined the DCV team as the Project Enhancement Officer and now heads the Banking RelaPons Division. He has the experience and knowledge to
competently handle files that range in levels of complexity. Jared’s analysis skills have been refined from over a decade in the Human Resources and RecruiPng industry where he was responsible for matching people with posiPons they were qualified for. Through his career he moved from
Recruitment to OperaPons Management with emphasis in finance. His innate ability to lead a client through the processes makes him an invaluable part of the DCV team. Jared possesses an innate ability to assess a client file and then disseminate to lenders that best fits the needs of the client. Jared was born and raised in the Conejo Valley and conPnues to live in the area with his wife
and son.
Key Advisors
Russell Byrd – Director | Social Media
With a graduaPon date in 2015, Russell conPnues his undergrad major in English with a minor in film screenplay wriPng. He atended one of the most disPnguished high schools in the country where he was a key member of the wrestling team. During his third and fourth year of wrestling his team chose
Russell to be their captain. Russell was also an acPve member of the Fellowship of ChrisPan Athletes. Having a desire to study varying cultures he has traveled
throughout European countries. As a Los Angeles Kings fan he’s enjoyed watching them develop as a team to conquer the 2012 Stanley Cup. Russell is
very happily engaged to be married in the Fall of 2015.
Key Advisors
John Hajgato -‐ VP | Performance & RelaPonship Manager
John was educated in Europe with a degree in Economics from the University of Middlesex, London. His experience as a young professional include working in industries such as markePng, sales, and execuPve coaching. Coming from a
family and background of business owners and entrepreneurs going generaPons back, John understands and knows what makes a small to medium business work. As the Business Plan Developer and Financial Modeler, John
creates the ulPmate tool for clients to successfully source compePPve funding for their business. AddiPonally, John speaks fluent German and Hungarian and
enjoys all types of motor sports, and traveling.
Rest assured DCV takes you all the way! From Beginning, to Funding, to your Grand Opening!
Contact Us
468 Pennsfield Pl, Suite 203 Thousand Oaks, CA, 91360 (805) 449-‐2411
info@dcv-‐inc.com