Capital Access Opportunities buy 2020 Client's Overview The client is CEO of a submarine exploration Partnership that was formed in 2013. This is a professional services company that does not conduct business online located in Broward County. The client employs 2 foll-time employee and 8 part-time employees with annual sales of $2,000,000 and profitloss of $200,000. Client Financial and Capital Access Profile The client approaches SBDC in 2020 and request a coasultation stating "We need assistance with the Emergency Bridge Loan". The client request additional assistance in the following areats financing/capital. The initial consultation was scheduled. Capital Access Opportunities During the initial consultation, the consultant received additional information about the company. The client operates a logistics company that offers sea exploration services that has been impacted by COVID-19. The client was given an Emergency Bridge Loan application. The elient completed the application and supporting documents for the EBL, requesting $24,000. The documents were reviewed and sent to the loan committee. The loan was approved. Capital Access Consulting Suggestions (next steps) The consultant will send the client closing documents to fill out and retum then find out when funds are disbursed to the client. Capital Access Opportunities 2017 Client Financials Capital Access Opportunities buy 2020 Client's Overview The client is CEO of a submarine exploration Partnership that was formed in 2013. This is a professional services company that does not conduct business online located in Broward County. The client employs 2 foll-time employee and 8 part-time employees with annual sales of $2,000,000 and profitloss of $200,000. Client Financial and Capital Access Profile The client approaches SBDC in 2020 and request a coasultation stating "We need assistance with the Emergency Bridge Loan". The client request additional assistance in the following areats financing/capital. The initial consultation was scheduled. Capital Access Opportunities During the initial consultation, the consultant received additional information about the company. The client operates a logistics company that offers sea exploration services that has been impacted by COVID-19. The client was given an Emergency Bridge Loan application. The elient completed the application and supporting documents for the EBL, requesting $24,000. The documents were reviewed and sent to the loan committee. The loan was approved. Capital Access Consulting Suggestions (next steps) The consultant will send the client closing documents to fill out and retum then find out when funds are disbursed to the client. Capital Access Opportunities 2017 Client Financials
