- United States
- contactus@capitalisadvisors.com
- 945-274-8171
- United States
Professional experience of more than 3 decades
Growth Advisors serving business owners for over 20 years.
Dedicated Advisors offering quality service
Capitalis Advisors is a premier consulting firm based in North America dedicated to empowering businesses and individuals with strategic financial guidance. We specialize in a wide array of financial services, including business plan writing, financing services, bookkeeping and accounting and advisory services. Our team of seasoned experts combine industry knowledge with innovative approaches to deliver tailored strategies that meet the unique needs and goals of our clients. We are your trusted partners for success in today’s dynamic economic landscape!
Owner – Nawab’s Indian Cuisine, Kitchener ON
“Owning a restaurant was always a dream, but I felt overwhelmed when I decided that my business needs to secure a bank loan and I would require a comprehensive business plan. That's where Capitalis Advisors came in! The team helped me craft a rock-solid business plan for a small business loan of $250,000 with a Canadian bank that secured funding and impressed the bank. Plus, they handled everything from talking to the banker, document collection and submission, thereby saving me tons of time and headaches. Now, my restaurant is thriving, and I couldn't have done it without them!"
Owner, Ustad Ji Meat Shop, Niagara ON
"Running our own butcher shop was always on the chopping block, but the financial side felt like a tough cut. Capitalis Advisors took the fat out of the fire! They helped us write a business plan that was a real prime rib - it convinced lenders we weren't just another sausage. With their financing services, we secured a CSBFL loan for $450,000 for us to purchase the necessary equipment and also refurbish the space we took on lease. Now, Ustad Ji is slicing up success, and I owe a big thanks to Capitalis Advisors!"
Owners, Myer’s Physiotherapy, Kitchener ON
"Launching our second physiotherapy clinic felt impossible without the right resources. Capitalis Advisors was a game-changer! They not only helped us write a business plan that convinced lenders, but they also helped us secure financing for our property purchase which was worth $1 million. Plus, they took care of all the liaising with banks and the realtor, freeing us up to focus on our core strength, which is Physiotherapy! Now, we've opened our second location, and thanks to Capitalis Advisors, we have financial foundation for success!"
Nawab’s Indian Cuisine, Wilmington DE
"Setting up a new Nawab’s franchise in the US felt like a walk through uncharted territory. Thankfully, we had Capitalis Advisors all the way through! Their team of experts crafted a business plan as perfect as the Hyderabadi Biryani that it won over the bank and eventually got us an SBA for close to $750,000. Plus, their ongoing advisory services keep me on top of everything. Now, my Delaware [Restaurant Name] is serving up a taste of India that locals love, and I couldn't have done it without [Company Name]'s guidance."
Owners, Ultima Precision Grinding Services, Scarborough ON
" Although being experts in the industry, taking the reins of a precision grinding tool company wasn't exactly a walk in the park, but with Capitalis Advisors by our side, it felt like a smooth operation. Their team of pros crafted a business plan that was quite precise and detailed in their projections, and their financing advisory services helped us secure the capital of almost $1.5 million that we needed to acquire a legacy precision tool manufacturer and eventually hit the ground running. But their support didn't stop there! Now that we are up and running, we have also enlisted them for their top-notch accounting and bookkeeping services. Capitalis Advisors has been a one-stop shop for our business success, from planning to execution. They've got our backs every step of the way!"
CEO, SnowM Inc. (Stratosfy)
In the fast-paced world of the Internet of Things (IoT), having a reliable financial partner is crucial. That's where Capitalis Advisors came in for us at Stratosfy, a IoT technology company combining the power of mobility, sensors, and connectivity to empower a deskless workforce. They not only provided us with top-notch accounting and bookkeeping services, but also enrolled us in their fractional CFO program. This gave us access to strategic financial guidance without the hefty price tag of a full-time CFO. With Capitalis Advisors by our side, we can now focus on what we do best: developing innovative IoT solutions that keep things running smoothly. We highly recommend Capitalis Advisors to any IoT company looking for a one-stop shop for all their financial needs!
Owners of PKP Group Inc.
"We weren't sure how to tackle this $3 million opportunity, but with Capitalis Advisor's guidance, it became a prime redevelopment opportunity! Their commercial mortgage financing advice secured a fantastic loan with almost 80% loan approved by the bank. And their business plan preparation laid out a clear path. Plus, their financial restructuring expertise helped us maximize potential returns. Now, we're transforming this property into a thriving commercial hub, and it's all thanks to Capitalis Advisor's comprehensive approach. We couldn't have done it without them!"
Franchise Owner, Best Brains Learning Centre Scarborough, Kitchener, Hamilton, Waterloo
"Seeing kids learn and grow has always been a passion for me, but opening multiple training centers felt like climbing a jungle gym blindfolded. I really thank Capitalis Advisors for being the helping hand! Their rock-solid business plans secured CSBFL loans worth more than $2 million from several banks, allowing me to open four centers across Scarborough, Kitchener, and Hamilton, with Waterloo on the horizon! Their financial advisory services were like a safety mat, there to catch any wobbles along the way. Now, all my centers are thriving and we have also engaged Capitalis Advisors to handle our accounting and bookkeeping as well.
Owners, Eternal Beauty Salon & Spa, Etibocoke ON
"Transforming our dream salon into a reality felt like a head full of tangles, but Capitalis Advisors appeared to be the solution to help us get the right kind of financing for our project! Their business plan writing service was meticulous, and with their financial advisory by our side, we secured a fantastic CSBFL loan for $400,000. Now, our salon and spa has is now open for clients, and it's all thanks to Capitalis Advisors' unravelling the financial knots for us. We couldn't be more thrilled!"
Owner, Atlantic Courier Ltd., Halifax Nova Scotia
"As we were on the lookout for professionals who could whip up a stellar business proposal for a delivery service partner opportunity at Amazon, and that's when Capitalis Advisors stepped in! They whipped up a fantastic business proposal in record time, highlighting our commitment to safety and seamless delivery - the cornerstones of amazing customer service. Thanks to them, we were able to submit a proposal that impressed Amazon, and now we building a fleet of vehicles and employing drivers as part of the DSP program. Couldn't have done it without their quick thinking and expertise!"
Why do I need a Financial Consultant?
Hiring a financial consultant can provide numerous benefits and valuable expertise to individuals and businesses. Here are some key reasons why you might consider working with a financial consultant:
Ultimately, a financial consultant can serve as a trusted partner in your financial journey, providing expertise, guidance, and support to help you make informed financial decisions, optimize your financial resources, and work towards your long-term objectives.
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