We have a team of Commercial Financing Advisors, each with decades of experience.  This experience and a high level of enthusiasm to help people explain our ability to offer high-quality solutions to clients.

Owner:

W. Karl Baker, CPA, has spent 27 years serving a variety of businesses.

Karl has performed a wide array of consulting services, including lending consulting, accounting and management consulting.

Karl has been a frequent speaker across the United States throughout his career, speaking on topics such as strategic planning, new regulation implementation, and business planning.

Karl is currently the President of the Board of Directors of Boston Senior Home Care in Boston, Massachusetts, a non-profit organization serving the elderly and disabled.

Additionally, he is a member of the Board of Trustees and audit committee of the USS Constitution Museum in Charlestown, Massachusetts.

Commercial Financing Advisor Team:

William Coq has spent decades in the financial services business, previously as a residential mortgage consultant.  He helps clients obtain startup financing, equipment financing and other real estate financing.

Lisa Dyer has spent decades in the banking industry, providing a variety of business and real estate financing.  Lisa has deep experience with business lending, such as SBA and USDA financings. She helps clients obtain business and real estate financings.

Bill Vespa has spent decades in the banking industry, providing a variety of business and real estate financing.  Bill has deep experience in complex business investment financings.  He helps clients obtain business and real estate financings.