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Loan Readiness Checklist: What You Need Before Applying for Business or CRE Financing
A Practical Guide from Creative Investment Advisors Securing capital—whether for an acquisition, expansion, working capital, or commercial real estate purchase—requires preparation. Lenders want to understand who you are, how your business performs, how the new deal will generate income, and your ability to repay the loan . The better prepared you are before approaching lenders, the faster and smoother the approval process becomes. This Loan Readiness Checklist is designed to

Garrett Leonard
Dec 14 min read
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Buying Commercial Property: A Step-by-Step Guide
A Practical Roadmap for Investors, Business Owners & First-Time CRE Buyers Presented by Creative Investment Advisors Buying commercial real estate (CRE) can be one of the most rewarding investments you make—whether you're a business owner seeking an owner-occupied building, an investor acquiring income-producing assets, or a developer purchasing land for future projects. But commercial property transactions are more complex than residential deals. They require deeper financia

Garrett Leonard
Dec 14 min read
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How to Buy a Business: A Complete Guide for First-Time & Experienced Buyers
Presented by Creative Investment Advisors — Your Trusted Partner in Business Brokerage, CRE, and Capital Advisory. Buying an existing business remains one of the most effective ways to accelerate your path into entrepreneurship. Instead of starting from scratch, you acquire a company with customers, revenue, trained staff, market presence, systems, and proven cash flow . However, the purchase of an existing business comes with complexities—valuation, due diligence, financing,

Garrett Leonard
Dec 14 min read
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Preparing to Sell Your Business: A Complete Guide
Presented by Creative Investment Advisors — Your Trusted Advisor for Business Sales, CRE, and Capital Strategy Selling your business is one of the most significant financial decisions you’ll ever make. Whether you’re planning an exit in six months or three years, the preparation you put in today will directly affect your sale price, buyer interest, deal timeline, and your overall return. This guide walks you step-by-step through how to prepare your business for a successful..

Garrett Leonard
Dec 15 min read
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Garrett Leonard
Nov 251 min read
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