"When doing diligence on a business, Rich and Mary helped me to come to a perfect valuation and deal structure that I confidentially presented to a room full of VCs and attorneys. They are so good with the excruciating details as well as the big picture."
Nicole Donnelly—Author of ‘Ride Like a Penguin’ and founder of Baby Legs and Salty Waffle
"You have been speaking for the AICPA for the past four years. Your evaluation scores are consistently the highest in all 3 categories we survey: knowledge of subject, presentation skills, and relevance. I work with over 250 speakers a year, but you are my go-to guy. In my 11 years of planning conferences I have not come across a more creative and dedicated force."
Alicia S. Ross —American Institute of Certified Public Accountants
Bank Financing Testimonials
"I have heard that Bottom Line Up was good to help entrepreneurs get bank financing and I called them and said, 'I have a tough situation and I want to know if you can help me … I am a Mexican national, just moved to the U.S. to start a mortgage company and don't have any credit in the U.S. – and I want to get a $3 million line of credit to buy houses and finance them to undocumented Hispanics in Texas. Can you help me get the loan?’ They asked me several questions as a loan officer would analyze the loan, and after said, 'If we analyze this as a loan officer and follow ALL the steps needed, I believe we can get the loan. Here is what we will do. First, do a super loan package that surprises any loan officer and answer any question they can possibly have. The loan package has to be done like a loan officer would do it to present it to the loan committee. Shop until we drop. Get 10 banks to come to your office in a week to see our loan package and presentation. Give a detailed follow-up and negotiation with each bank that keeps the door open. If we follow these steps diligently we have a good chance of getting it.' Forty-five days later, we had $2.5 million in lines from two banks!"
Daniel A Marcos —Serial Entrepreneur, CEO Braintrust