Financial planning

Our Financial Solutions

Capital solutions structured around your business, not the other way around.

Funding Built for Real Businesses

The Montgomery Group offers a comprehensive suite of business funding products. Each solution is tailored to the specific needs, industry dynamics, and growth stage of your company. We work directly with business owners to structure terms that make sense — not just for today, but for the long term.

Working Capital Loans

Maintain healthy cash flow and keep operations running smoothly. Our working capital loans provide the liquidity your business needs to manage day-to-day expenses, cover payroll, purchase inventory, and navigate seasonal fluctuations with confidence.

  • Flexible repayment structures
  • Fast approval and funding
  • Tailored to your cash flow cycle

Revenue-Based Financing

Capital that aligns with your business performance. Repayment adjusts based on your revenue, providing breathing room during slower periods and scaling naturally during growth. An ideal solution for businesses with consistent but variable income streams.

  • Payments tied to revenue performance
  • No fixed monthly obligations
  • Preserves business equity

Equipment Financing

Acquire the machinery, technology, and tools your business needs to operate and compete. We structure equipment financing that allows you to invest in productive assets without depleting your working capital reserves.

  • New and used equipment eligible
  • Competitive rates and terms
  • Preserve cash for operations

Business Expansion Funding

When it is time to grow — whether opening new locations, entering new markets, or scaling operations — we provide the strategic capital to make it happen. Our expansion funding is designed for established businesses ready for their next chapter.

  • Larger funding amounts available
  • Strategic partnership approach
  • Multi-year term options

Business Lines of Credit

Access capital on your terms. A business line of credit gives you a revolving pool of funds to draw from as needed — pay interest only on what you use. Ideal for managing cash flow gaps, unexpected expenses, or opportunistic purchases.

  • Draw funds as needed
  • Pay only for what you use
  • Revolving access to capital

Accounts Receivable Financing

Unlock the value of your outstanding invoices. Rather than waiting 30, 60, or 90 days for payment, convert your receivables into immediate working capital to reinvest in growth and operations.

  • Improve cash flow timing
  • No additional collateral required
  • Quick access to tied-up capital

Industries We Serve

Our experience spans diverse sectors, enabling us to understand the unique challenges of your industry.

Transportation & Logistics

Construction

Healthcare

Manufacturing

Retail

Hospitality

Technology

Professional Services

Find Your Funding Solution

Not sure which option fits? Our team will help you identify the right structure for your business needs.

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