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INDUSTRY

Financial Services

Loan & Grant Consulting

Loan and grant consulting firms guide clients through capital acquisition from public and private funding sources. OwnerCo supports consultants scaling operations or planning for leadership transitions.
Ownerco proudly serves owners in Financial Services industries like Loan & Grant Consulting and many others. The lower middle market is the heart of America, generating over $6 trillion in revenue.
Loan and grant consulting firms help organizations secure critical funding for operations, infrastructure, innovation, and community development. Their services span program identification, application strategy, compliance, and post-award reporting. Clients may include nonprofits, school districts, municipalities, startups, or small businesses. This is a relationship-driven business built on credibility, niche expertise, and timely execution. Founders often wear many hats and may find themselves limited by capacity, technology, or succession planning. As regulations evolve and new funding mechanisms emerge, firms must stay current while maintaining their service quality. OwnerCo partners with these advisory firms to strengthen infrastructure, expand teams, and clarify long-term direction. Whether a founder is seeking growth capital or exploring a future transition, we bring a steady hand to support sustainable expansion and operational clarity.
Related Industries
01
Accounting
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02
Financial Planning
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MARKET SEGMENTS
03
Compliance and Reporting Services
04
Government Grant Writers
05
Nonprofit Funding Strategists
06
Rural and Agricultural Loan Support
07
Small Business Loan Advisors
08
Startup Capital Consultants
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This website is operated by OwnerCo Connect, LLC. We connect business owners with specialized service providers including: OwnerCo, LLC as a preferred M&A advisory partner (which represents buyers exclusively and receives compensation only from the buying party); RM Financial, LLC as a preferred lending broker; and various partners for growth services. OwnerCo Connect, LLC and our service provider partners may receive compensation for referrals or completed transactions. By using our services, you may be asked to accept our Universal Service Application Terms, Credit Authorization, and Communication Consent.
Lending services are provided through licensed lenders. RM Financial, LLC is a lending broker, not a direct lender, and does not make credit decisions. Financing terms, conditions, and eligibility are determined solely by participating lenders and may vary based on applicant qualifications. For California residents: Business loans are made by licensed lenders in compliance with applicable state and federal law. RM Financial, LLC facilitates connections to lenders but does not make lending decisions. Compensation may be received from lenders for referrals or funded loans, which may impact the placement of financing offers. Not all financing options available in the market are listed on this platform. We encourage applicants to carefully review all lender disclosures and loan agreements before proceeding.
Submitting a funding application through our platform will not impact your personal credit score. However, if you choose to accept a funding offer, the lender may perform a hard credit inquiry which could affect your credit. Funding timelines vary by product and lender, ranging from as little as 24 hours to several weeks depending on the type of financing and your specific situation. We work with multiple funding partners to provide a range of options suited to different business needs and qualifications.