Get bankable before you need the bank.

Former bank and CDFI credit officer with up to $10M approval authority.

I help Long Island and NYC small businesses and contractors get clean numbers, complete documents and a clear story before they approach any lender or program.

Book a consult   Take the Free Readiness Check

24 years in credit & lendingSBA 7(a) & 504CDFI lendingContractor & construction creditEDFP certified
Coinfish Capital Advisors seal: Est. New York

How it works in 3 steps

1. Assess

A free 5-minute Readiness Check, then an honest review of your numbers and documents.

2. Fix

Clean up the books, build business credit, and write the plan and projections.

3. Package

A complete, organized file. You choose where to apply and submit it yourself.

Who I help

Small businesses & contractors

Readiness assessments, a 90-day program and funding package prep.

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Lenders & CDFIs

Credit memos, underwriting, portfolio review and program build-outs.

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Get started

Tell me a little about your business and I'll reply within 1 business day.

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This is not a loan or credit application. Please don't send SSNs or account numbers.