Michael Stein
Small Business & Franchise Financing Consultant
- Role
- Senior Financing Consultant at Guidant Financial
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Michael Stein
As a seasoned consultant and master facilitator, I specialize in educating CPAs…
Experience
Senior Financing Consultant
Jun 2016 — Present · Bellevue, WA, US
I am a national expert in a specialized form of business financing that allows you to invest qualified retirement funds into a business you own and control. This IRS approved strategy allows you to be your own angel investor. I consult with business professionals to help people use this strategy and identify, evaluate, and obtain other types of capital also needed to buy and/or grow a business. Since 2016, I have financed over 1050 small businesses and helped create over 12,650 jobs for people in the U.S. using various strategies including: The Rollover for Business Startup Program (R.O.B.S), SBA Loans. Portfolio Loans, 401k Loans, Home Equity Lines of Credit, Seller Financing, Working Capital loans, Unsecured Financing and Equipment Leasing. Guidant Financial is a rapidly growing fin-tech company. We’re building the next generation of technology enabled solutions to increase the number of people who succeed in small business. In total, Guidant has helped over entrepreneurs in all 50 states to invest more than $4 billion in funds to start small businesses, resulting in more than U.S. jobs created.
Education
Washington State University
Bachelors of Arts (BA), Public Relations
Rockwell Institute
Real Estate License, Real Estate
2003 — 2008
Skills
- Mortgage Lending
- Thought Leadership
- Budgets
- Organizational Development
- Finance
- Nonprofits
- Customer Service
- Commercial Real Estate
- Sales
- Entrepreneurship
- Program Management
- Budgeting
- Process Improvement
- Non-Profits
- Coaching
- Business Development
- Community Building
- Executive Management
- Real Estate
- Property Management
- Property
- Investment Properties
- Strategic Planning
- Employee Relations
- Management
- Strategy
- Marketing
- Due Diligence
- Project Management
- Portfolio Management
- Contract Negotiation
- Selling
- Start-Ups
- Training
- Small Business
- New Business Development
- Public Speaking
- Fundraising
- Banking
- Risk Management
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