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An Entrepreneur’s Guide to Strategic Financial Planning in 2026

December 29, 2025

As entrepreneurs look ahead to 2026, one thing is clear: strong financial planning is no longer optional. Markets continue to shift, access to capital is evolving, and business owners are being asked to make faster decisions with greater precision. Strategic financial planning provides clarity in that environment. It helps entrepreneurs move forward with confidence instead of reacting under pressu...


A Season of Gratitude and Looking Ahead

December 22, 2025

The week of Christmas has a different rhythm.  For many entrepreneurs, it is one of the rare moments in the year when the pace slows just enough to breathe, reflect, and take stock of how far the journey has carried you. Even if your business does not fully pause, something about this season invites perspective.  At Fund&Grow, we see this time of year as an opportunity to s...


The Future of Small Business Funding: Trends to Watch in 2026

December 15, 2025

For many entrepreneurs, 2026 is shaping up to be a pivotal year for financing. Lending volumes are starting to recover, interest rate expectations are shifting, and new technology is changing who gets funded and how. The result is a funding landscape where small business owners who prepare now can access more options, on better terms, than they might expect coming out of a high‑rate environment....


Funding, Forecasting, and Getting Ahead in 2026

December 10, 2025

The businesses that thrive in 2026 won't be the ones scrambling to catch up in January. They'll be the ones preparing now - forecasting their growth, securing their resources, and building a financial foundation before the year even starts.  Strategic planning isn't just about setting goals. It's about understanding your numbers, anticipating your funding needs, and positioning yourself to mo...


The End-of-Year Planning Guide: Build Your 12-month Growth Roadmap 

December 3, 2025

Most entrepreneurs enter the new year with good intentions and general goals: "grow revenue," "get more clients," or "scale the team." But without a clear roadmap, those goals often get buried under daily tasks and unexpected challenges.  A 12-month growth plan changes that. It gives you clarity, focus, and a framework to guide daily decision, so you're not just reacting to whatever comes you...


Maximize Tax Deductions with Smart Year-End Business Spending 

November 26, 2025

As the end of the year approaches, most business owners are busy wrapping up projects, closing out the books, and preparing for the new year. But there’s one more important task that shouldn’t be overlooked: making strategic year-end purchases that can reduce your taxable income and strengthen your business for the months ahead.  Many entrepreneurs miss out on valuable deductions ...


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I take tremendous pride in building positive and lasting relationships in my businesses and personal life. Every member of my team is committed to helping our clients get the maximum amount of funding possible and achieve their highest growth potential.

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