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Business Lifecycle: Managing and Growing

Grow Your Business

Business Advisors can provide expertise, advice, and services to help you run your business. Together we can explore financing options to determine whether using excess cash flow or securing a line of credit is optimal for you. We will create a financing plan tailored to your management goals and discuss which options make the most financial sense for you and your business. Are you ready to get started?

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Our Business Loans

Our Baker Boyer Business Advisors are locally based in your area.  They are invested in your community just like you. Your success is directly tied to the place they call home. They will identify financing solutions tailored to your goals and discuss which lending and cash management options make the most financial sense for you and your business.

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Financial Planning for Business Owners

woman on cell phone

Each business owner has a unique set of business and personal factors that influence the decisions they make. With expertise in financial planning, commercial lending, investments, and trusts, our D.S. Baker Advisors Team will work with you to find ways to provide insight to help you optimize your business and personal finances.

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lending process

The Lending Process

  • Connect — We will listen to you and learn from you to create a tailored loan package.
  • Underwriting — We will review your documents to ensure we have the necessary information.
  • Credit Review — We will review your loan package to ensure that it aligns with our credit policy.
  • Closing — We will review the final checklist with you to secure a closing date.
  • Servicing — Your Baker Boyer Advisor will continue to provide business insight and guidance to you and your business.

Business Calculators

Need help crunching some numbers? We have curated calculators to help you determine the best price on products to make a profit or determine how much inventory you should hold.

Business Testimonial

Pegasus Transport

In 2004, Nani Negrete founded Pegasus Transport with a mission: to solve the challenges shippers face in finding reliable truck transport. What started as a small business has grown into a trusted name over the past 20 years, connecting shippers and carriers through unparalleled service. A key to their success has been partnering with organizations like Baker Boyer, who share their commitment to excellence and provide the support needed to build and sustain lasting legacies for the next generation and beyond.

video title image showing Pegasus Transport

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