Spend an hour with Lee Levinson, a former commercial banker. Lee was a Vice President of a few “big player” banks and managed the small business lending departments. He knows banking rules, best practices, and the “ins and outs” of the SBA programs.
Lee Levinson has done more SBA loans than anyone on the planet. He uses this “insider knowledge” to put together some of the most creative, “transaction-friendly,” business financing deals (even for little guys) that you will ever see. His insights into QSI come from a unique perspective that most business owners will never see.
Prior to the call (usually done by Zoom), Lee will send a questionnaire for you to complete. The Zoom call will be recorded, and you will be provided a copy of the video recording. Lee also summarizes his suggestions to you via email.