A Commercial Financing Consulting Firm
Providing Lending Solutions to Meet Your Business Financial Goals
Financial Solutions to Businesses Nationwide
If your business needs a reputable financial consultant, turn to us at Executive Element in San Clemente, CA. Our consulting firm can assist you in seeking financing support by matching you with the most appropriate lending institution for your funding needs. Let our professional team help your company today.
About Us
Executive Element started in 1987 as a full-service marketing firm and eventually evolved to assisting the marketplace in sourcing the most suitable financing for companies’ business needs. After more than 15 years of service and millions of dollars in loans, we have proven that we have the expertise and skillset required to obtain the funds and the most appropriate loan products for our clients.
VALUE OF A LOAN CONSULTANT
Not all lending institutions are created equal. There are an overwhelming number of lending options. And, each lender has its own types of borrowers and industries it will service. The banking marketplace can be extremely frustrating for a business owner who is seeking capital. [Executive Element knows the top lenders in the country and is fully educated on the underwriting guidelines of each of these lenders].
Executive Element will work closely with you, your accountant, your entire team to compose and compile the best financing package possible to present to the lenders. The lender(s) of choice will receive a multi-page memorandum of your loan request as well as a presentation from Executive Element on the viability of your project.
Remove yourself from the guessing game of which lender is the right lender. Don’t try to determine the most effective way to present your loan request. Make one call instead of many – Contact Nancy Beckwith – she will present your loan request to the right lender who can provide you with the best financial terms for your needs and financial situation.
Make Your Dream Come True
Call for a 30 Minute Complimentary Consultation
(949) 424-4198
Loan Programs
Executive Element specializes in Commercial Financing Placement, SBA Consulting, and Related Services. The ability to present a full range of commercial loan options ensures the best fit for your company’s financing needs.
Executive Element offers the following lending options for your business:
Business Franchise Loan
If you are opening a business franchise, we are here to help you avoid up-front cash investment. Our firm can assist you in searching for the right lender for your franchise financing needs.
Mezzanine Financing
Executive Element is dedicated to providing financial solutions to small enterprises. This is why we support all types of middle-market lending to secure loan options for your financing needs.
Government Loan
Turn to us if you are planning to lend from the government. Our financial consultants can give you reliable advice on which type of loan fits your business needs.
Asset Financing
You will need to offer some of your assets to borrow money if you are going for asset-based lending. Before getting into the process, our firm is here to provide you with information that you need to know.
Working Capital Loan
At Executive Elements, we can help you get a working capital loan so you will have extra funds for the expansion of your current business.
Equipment Financing
Get cash for your business needs by leasing your equipment from its manufacturer or lenders that specialize in this type of financing.
Commercial Mortgages Loan
With this lending option, you can easily purchase or develop commercial property.
Bridge Funding
This is a short-term cash solution that can help keep your business operative while your long-term option is pending.
Debt Restructuring
If your company’s financial status gets in trouble, this financing option will let you renegotiate your overdue debts to continue your daily business operation.
Nancy L. Beckwith
Nancy L. Beckwith is an astute, savvy businesswoman with a successful and diverse career in the business world. For over 25 years, she has held executive level positions in various industries. Her various career highlights include holding the position of director of marketing for Blue Cross Blue Shield for 11 years, consulting on the launch of a successful medical clinic in Las Vegas, top sales in the insurance industry, and worked in the banking industry promoting government/SBA loans for national financial institutions for more than 16 years. She is now bringing her business acumen and her financial expertise to Main Street offering her skills and expertise to America’s Entrepreneurs via her own boutique loan consulting firm.
Nancy graduated with a marketing degree from Cleveland State University. She has been recognized in the Harvard Business Journal and has attended various Harvard University workshops for process improvement, project management, and negotiating skills. She is the recipient of an ADDY Certificate of Excellence for Television Advertisement, the Merit Award for Total Advertising Campaign & Newspaper Advertising, and an ADDY Citation of Excellence Award.
Although a Midwesterner at heart, Nancy lives in San Clemente, CA with her husband, Bill, and her fabulous rescue golden retriever, Charlie.
Nancy L. Beckwith
Bill Hebebrand
For more than 25 years, the smart, charismatic business developer worked in the sales management and business development. Bill has held a high position in some of the most distinguished companies in the industry, including Friant & Associates, Mac Tools, and Matco Tools, as well as with national financing institutions.
Bill attended John Burroughs High School in Burbank, CA. He participated as a manager in multiple Dale Carnegie training classes to include time management, project management, and negotiating skills.
Bill Hebebrand
Brian Carpenter
Brian Carpenter specializes in acquiring insurance quickly to satisfy the needs of SBA loans, and also offers a 5-10 day turn-around time to deliver both the policy and collateral assignment for life insurance. Brian can assist you with closing your loans on time to ensure funding is not delayed. His primary focus is making sure your loan closes as fast as possible!
Contact Brian directly at (360) 201‑0038 or [email protected]
Brian Carpenter
Testimonials
Your Seasoned Warrior at Your Side
After contacting Nancy about my business purchase, she went to work right away. She vetted me and the business, giving her honest opinion of the quality of the deal as well as the likelihood that she could find a bank to finance it. I was worried about my own qualifications, but after Nancy's analysis, it turned out that the target business would present the most challenges. Nonetheless she worked hard to find a bank that, not only understood the deal, but was eager to finance it within my constraints.
In my history of getting loans for business and personal purposes, I always felt like I was alone in a adversarial position. For the first time, I really felt like I had an advocate, since Nancy was willing to go to bat for me to make this happen. That was a huge weight off of me. When I'm ready to do this process again, Nancy will be the ONLY person I call to get it done.
Chad Barker
Beneficial Property Solutions, Inc. Raleigh, NC
When I was in the process of buying a building, it was an extremely daunting task. There were not many people that truly specialize in SBA lending and understand the ins and the outs of how to make the process run smoothly. Nancy Beckwith is that exact person. She specializes in SBA lending and without her it would have never been able to happen. Nancy starts at the beginning and is with you every step of the way, until the loan goes through. She is an expert at what she does and a true professional. I was extremely lucky to have her in my corner, and I would highly recommend her to anyone.
MELISSA BOYD
SATIYA YOGA
Port Jefferson, NY
With all of the horror stories I heard about dealing with the SBA in acquiring a loan for a new business, I was a bit worried about how I was going to acquire funding for my new Victory Lane Quick Oil Change I was trying to purchase in Plano, Texas.
After an e-mail introduction to Nancy Beckwith by Jim Harrington from Victory Lane, my worries we’re put to ease. Nancy basically took over the SBA loan process and led me down the right path. She worked nonstop with me explaining how the process worked and continually looked out for my best interests.
From start to finish, Nancy made this process as smooth as possible, with closing taking place four months after we started!
Jim Oberhofer
Victory Lane Quick Oil Change
Plano, Texas
Sooooo I was very skeptical when someone referred me to call ANOTHER loan broker after being turned down by all of my local banks and even some national lenders. I had almost given up on the dream to launch my start-up restaurant using cargo shipping containers on a ground lease out lot. Every lender I spoke to laughed at me when I presented my business plan. They all said I covered every red flag when it came to applying for a loan. 1. Restaurant, 2. Start-up, 3.Ground Lease (no real estate owned/collateral), and the biggest red flag 4. Modular Cargo Container Building with a price tag of over $1,500,000! One last ditch effort led me to Nancy. Nancy not only got me two approvals, but she was able to get me two approvals with great rates! I now have two locations all because of Nancy! She didn't stop at finding approvals either! Nancy held my hand and was basically the equivalent of a personal trainer. She walked me through the entire process and packaged my deals in such a way that it even helped organize my personal life! I can't say enough about Nancy and how much she has helped me.
Michael Felts
Habitat Holdings
Springfield, MO
Nancy’s firm has done a great job of working the banks for my business and sorting through the bad deals and the good deals to get me the best deal possible for my franchise adventure. I would recommend her to anyone that is interested in getting financed for any business venture whether it be a new startup or even just an improvement loan. She will fight for your best interest with the banks and cut the red tape to get you financed.
Steven Leonard
Victory Lane Quick Oil Change
Payson AZ
Just when we thought that our dream was dead in the water after being turned down by a host of financial institutions, I was introduced to Nancy Beckwith by one of the Business Development Officers that worked for a bank that turned us down for financing. His parting words to me were "Sorry we weren't able to help you, but give Nancy a call - If anyone can get you financed, she can!" I made the call to Nancy that same night, and ended up chatting to her for hours like we were old friends. She loved our vision and concept, and asked me to send her our business plan, which she then proceeded to stay up all night to read. The next morning she called me raving about it, asked me to send some additional information and she started shopping around. Within 2 days we had a letter of commitment for an SBA loan from one of her banks! The entire process was so simple and straight-forward and Nancy was very patient and walked us through every step. Six months later we are open for business and doing well. She is absolutely our hero!
Gary Lange
House of Lange Hair Design
Irvine, CA
There are not enough words express our gratitude for everything Nancy did to help us secure funding for our new franchise.
After a bad experience and thousands of dollars wasted on a random online funding company, we had just about given up on our dream of owning our own franchise until a bank suggested we work with Nancy.
Nancy took the time to listen and understand our unique challenges of opening a cryotherapy franchise. Most banks don't know enough about cryotherapy to even consider providing a loan for the amount of money we needed.
Within a few days of our first conversation with Nancy she was confident that she could and would find a bank to suit our needs. Nancy provided a solid plan and set clear expectations on the whole process.
We put our complete trust and faith in Nancy and in her extensive background in banking. Nancy worked endless hours with us and was in constant contact with us through the entire process. Even during her personal vacation, and her broken hand she called, texted and emailed me to ensure all of my questions and concerns were addressed.
Art & Louis
US Cryotherapy ABQ
Franchise Owners
"Nancy is a pleasure to work with and a consummate professional. Her working knowledge and connections makes navigating the often perilous world of lending much smoother sailing."
Agent Cru / COO / a.k.a. Addison Rex
Beneficial Property Solutions, Inc. Raleigh, NC
Contact
To schedule your 30-minute complimentary consultation, feel free to call or email us.
You can also fill out the contact form above and we promise to get in touch with you soon.
Capital Isn’t Scarce; Finding It Is the Key