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At Your Service -What We Do

We work hand-in-hand with you to craft and execute actionable strategies and focus on the two areas critical for building Generational Wealth -- Optimizing Capital & making solid Commercial Real Estate Decisions.

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​​Your goals become our mission.

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'Curated' Board of Advisors

  • Carefully assembled team will deliver fresh ideas and unique insights and bolster strategic decision-making

  • Orchestrated collaboration to optimize the impact of the CEO's extended team

  • Credibility can be enhanced with clients, investors and industry peers

  • Access to new and valuable opportunities and partnerships 

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Access the RIGHT Capital

  • SBA 7a, 504 and Community Advantage Loans Nationwide

  • Buy your building or expand with 90% or greater LTV

  • Business Acquisition and all business use for funds

  • Our superpower is identifying the most suitable solution for a CEO and driving the transaction to completion

  • We help optimize the business' Capital structure to foster smooth expansion and manageable cash flow

Generational Wealth Building

  • Align with CEOs in building generational wealth, making their vision a reality.

  • Empower CEOs to not only achieve their current business objectives but also secure the long-term financial prosperity of their families and stakeholders.

  • Help build Enterprise Value over time to achieve successful Exit

On-Call CEO Advisor

  • Virtual Chief Strategy & Transformation Officer

  • CEO works with advisor as much or as little every month to form plans, make decisions and take action

  • GrowthWheel Platform combined with other unique tools, plus knowledge from 35+ years working with entrepreneurs and family-owned businesses

  • For an Entrepreneur planning a business or a seasoned industry expert

Commercial Real Estate Decision-making

  • Engage with Investors and CEOs to evaluate single-properties or portfolios to demonstrate return and make decisions to buy, sell or relocate

  • Help CEO make decisions on Buy/Lease situation

  • Exclusive Buyer Broker representation Nationwide

  • CCIM Designation gives Jason Kohl access to an International Network of professionals CRE specialists and powerful tools

Business Plan Construction

  • We assist Business Owners at any stage to think thru their business ideas and strategy

  • Produce a reliable Business/Strategic Plan geared to the specific audience - Banking, Investors +/or Internal

What Our Clients Say

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JT - Fitness Entrepreneur

"Jason Kohl was great to work with on a business loan. He’s collaborative, energetic and creative, and genuinely enjoys diving in to understand and tackle broader business needs in addition to financial ones. I highly recommend Jason for consulting, financing and other related business needs."
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Jason Kohl, CCIM

Address

Jason Kohl engages with small & mid-sized businesses throughout the United States.  We are based in New York and Colorado

Email

Tel

(719) 399-3592

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