We help businesses
innovate and grow.
No matter how complex, we have the capabilities
and experience you need to move forward.
We turn information
into actionable insights.
We bring the breadth of our experience and
industry knowledge to help you Succeed.
Let's deliver the right solution for your business.
Small Fund Wealth Creation Programs | Investment Opportunity
Small Fund investors now have the chance to take part in a larger investment program with safety and security. We have negotiated specific access with a Private Investment Fund, allowing access for a greater number of clients. This provides access to a “Primary Market Trading Program”. The investors have the chance to earn above average returns. The entry level is much lower than similar opportunities. The program offers a secure opportunity with a proven history of performance. This is an excellent opportunity for small fund investors to get involved in a program previously available only to HNWI.
Frequently asked Questions
In the financing profession all transactions are treated with utmost confidentiality and kept that way even after completion. This is due to the liability laws to prevent multimillion dollar lawsuits for breaking confidentiality agreement(s) in particular and our client’s trust in us is integral.
We act as neither lenders nor investors, but are facilitators and providers of the unique services necessary to bring lender and borrower together for a completed transaction. We do not handle monies on behalf of our clients.
At closing. It is also called “success fee” for that reason.
HOW WE HELP YOUR BUSINESS
Key transformational services and innovation that brings the breadth of our experience and industry knowledge.
We help clients find ways to turn everyday information into actionable insights by embedding analytics across their organization’s strategy, operations, and systems.
We blend deep understanding of disruptive forces with industry experience to generate new ideas and products, new business models, and new relationships.
We help CFOs and other finance executives drive business performance and shareholder value while improving operational effectiveness and efficiency in the organization.
We’ve helped companies discover and grow by inventing a truly individualized approach to growth. Your success story starts here.
Success is professional, friendly, efficient, pay attention to detail and are always there to assist me. I have full confidence in Success and have recommended them on numerous occasions.
Patrick Doyle — Miami, Florida
Success did a risk assessment of potential future needs and how we could plan for them. They bring a wealth of knowledge as well as a personal touch so often missing from other firms.
Susan McNamara — Portland, Maine
I cannot recommend talking to Success highly enough about planning your business goals. It involves an examination of operations which allows their team discuss the art of the possible.
Sean Fitzgerald — Manhatton, New York
No matter how complex your business questions, we have the capabilities and experience to deliver the answers you need to move forward.
REQUEST A CALL BACK
We will develop a personalized plan to increase growth and make your business a Success.
Would you like to speak to one of our consultants over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.
We inspire clients to make their most challenging business decisions with confidence. Send us a message, or phone 1800 234 567 between 09:00 and 18:00 Monday to Friday — we would be delighted to speak about how we could help your firm.