Protecting legacies. Guiding growth. Creating generational wealth.
At Veridian Strategic Planning Group, we help entrepreneurs and business owners unlock access to capital—without the overwhelm. Whether you're scaling operations, acquiring another company, or navigating a cash crunch, we provide tailored funding strategies backed by expert financial guidance.
Private Lending & Equity Access
Tap into a curated network of private equity firms, VC partners, and strategic investors.
Working Capital & Lines of Credit
Flexible funding options that adapt to your seasonal or growth-driven needs.
Commercial Real Estate Financing
Acquire, expand, or refinance with competitive loan structures and tax-smart guidance.
SBA & Alternative Lending
Fast-track your approval with documentation prep, financial packaging, and lender matching.
Pre-IPO & Capital Raise Advisory
Position your business for scalable growth or market readiness with strategic funding insights.
Let’s design a plan that works for your business—whether you’re scaling, exiting, or optimizing your operations.
Discovery Call – We assess your funding needs and long-term goals.
Financial Review – We analyze financials and prepare lender-ready packages.
Lender Matching – We source multiple offers and negotiate on your behalf.
Funding & Beyond – We guide you through the closing and integrate funding into your broader plan.
Let’s build a capital roadmap that fuels your vision and protects your future.
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Assistance Hours
Mon – Sat 9:00am – 8:00pm
Sunday – CLOSED
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