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Smart Capital
Strategic Growth

At GeeGoals, we combine business loan brokering with Financial Planning and Analysis(FP&A) to help small businesses not just get funded but become financially strong, scalable, and ready for long term success.

Whether you need working capital or a full financial Strategy, we're your partner in building a business that banks say "YES" to.

Book a Plan that Fits You

What is a Strategic Banking Ally?

Your Financial Co-Pilot Focused on Growth.

Ensures you have the financial data and insights necessary to make decisions, drive growth, and orchestrate change if needed.
It reduces risk exposure and helps you capitalize on opportunities through reliance on evidence and insights rather than faith and gut instinct.
We help identify new opportunities for the realization of effectiveness, efficiency, and performance improvement.
Drive business decisions from your financial data.

In today's economy, where capital is harder to secure and every dollar counts, we help you save time, avoid costly mistakes, and grow with confidence.

Money Moves that Matter.
Your Business, Bank Ready.

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This is a great space to update your audience with a description of your video. Include information like what the video is about, who produced it, where it was filmed, and why it’s a must-see for viewers. Remember this is a showcase for your professional work, so be sure to use intriguing language that engages viewers and invites them to sit back and enjoy.

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This is a great space to update your audience with a description of your video. Include information like what the video is about, who produced it, where it was filmed, and why it’s a must-see for viewers. Remember this is a showcase for your professional work, so be sure to use intriguing language that engages viewers and invites them to sit back and enjoy.

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This is a great space to update your audience with a description of your video. Include information like what the video is about, who produced it, where it was filmed, and why it’s a must-see for viewers. Remember this is a showcase for your professional work, so be sure to use intriguing language that engages viewers and invites them to sit back and enjoy.

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00:29

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This is a great space to update your audience with a description of your video. Include information like what the video is about, who produced it, where it was filmed, and why it’s a must-see for viewers. Remember this is a showcase for your professional work, so be sure to use intriguing language that engages viewers and invites them to sit back and enjoy.

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00:31

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This is a great space to update your audience with a description of your video. Include information like what the video is about, who produced it, where it was filmed, and why it’s a must-see for viewers. Remember this is a showcase for your professional work, so be sure to use intriguing language that engages viewers and invites them to sit back and enjoy.

Ready to Choose a Plan?

Loan Broker
0$
2.5% Success Fee only if you get Approved.
Valid for 2 weeks
- Lender Matching and Communications Oversight
- Banking and Lender Negotiation
Best Value
Capital Concierge
500$
Fast Tracking Bank and SBA Loans without the Headache
Valid for 2 months
- Everything on the Loan Broker Program +
- Full Application Support and paperwork done for you.
- In-Person Assistance(30 Miles Radius) 2 visits included
Strategic Banking Ally
5,000$
Growing but still struggling to access capital?
Valid for 6 months
- Everything on the Capital Concierge Plan +
- Build business credit strategies
- Review, clean up and optimize financial statements
- Create forward-looking forecasts and what-if scenarios
- Establish Budgets to guide decisions
- Calculate and improve your Debt Service Coverage Ratio
- Structure your capital and financing based on your Industry

Leverage our Financial Connections

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GeeGoals and Banc of California

Yosmel Gutierrez with local representatives from FFB Bank

CDC Loans and GeeGoals

GeeGoals and Hamni Bank

GeeGoals and Banc of California

Yosmel Gutierrez with local representatives from FFB Bank

CDC Loans and GeeGoals

GeeGoals and Hamni Bank

Our Best Product
Bank Lines of Credit

Chess Game

Plan your Next Move

It takes money to make money, but understanding and projecting your profits after all bank Fees and Interest have been paid could set you apart as a savvy entrepreneur. When asking for a loan and its Use of Funds make sure you bring this up in the conversation with the banker or Lender if you want affordable rates.

Book a Free Consultation

Construction in town

Dream Big

A Bank Line of Credit can help you Expand and:

Increase your Revenue by allowing you to enter New Markets, Launch new Products, or expand to another location to boost sales.
It can help you diversify your dependency from a single revenue source or market.
Expand your brand visibility, awareness, and recognition.
Increase your operations, achieve economies of scale, and increase profitability.

Book a Free Consultation

Inventory

Know How to Use it

Working capital enables you to purchase inventory, supplies, and pay vendors.
It reflects a company’s ability to meet short-term financial obligations and maintain day-to-day operations, but it’s different from operating expenses.
Working capital measures the company’s short-term financial health and liquidity while operating expenses refer to the ongoing costs of running the business—such as rent, payroll, and marketing.

Savvy entrepreneurs often use a bank line of credit to supplement their working capital, increasing cash reserves and enhancing the company’s ability to manage its financial needs effectively.

Understanding the difference between working capital and operating expenses is crucial for requesting the right financial products and knowing how lenders evaluate your business's financial

Book a Free Consultation

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