Guaranteed Financing: DCV - Masters in Financing Franchise's

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Direct Connect Ventures Inc (805) 4492411 [email protected] 468 Pennsfield Pl, Thousand Oaks, CA, 91360

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 loan

Transcript of Guaranteed Financing: DCV - Masters in Financing Franchise's

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Direct  Connect  Ventures  Inc  (805)  449-­‐2411  eric@dcv-­‐inc.com    468  Pennsfield  Pl,  Thousand  Oaks,  CA,  91360  

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                                                                     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  

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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  

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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  

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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  

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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  

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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  

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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  

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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*  

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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*  

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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*  

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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.                      

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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.  

           

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 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.                        

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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.              

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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!                        

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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.                      

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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.                    

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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.                  

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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