What We Do
Empowering Your Business, One Strategy at a Time!
Our core services provide personalized coaching, training, and back-office support to address our clients’ biggest obstacles on the road to success. We demystify complex financial strategies for small and mature businesses, startups, corporate executives, and technicians striking out on their own.
We distill decades of expertise into targeted guidance concentrated around three key enterprise growth stages:
Growth By Acquisition: help clients identify acquisition targets, secure funding, negotiate, and close deals to drive strategic expansion.
Getting Investor Ready: prepare clients to attract investor funding, structuring everything from cap tables to pitch decks and crafting compelling investment stories.Exit On Your Terms: architect exit strategies, setting up clients for a seamless leadership transition or business sale on their preferred timeline.
We offer a comprehensive suite of solutions, from Masterclasses and Mastermind Groups to self-paced online learning. Each program is meticulously crafted, blending in-depth knowledge with practical, real-world applications. Our unique approach lies in teaching and implementing the strategies alongside you, ensuring each step is a stride toward success.
Meet the Capital Coach
Lorette Farris, known as The Capital Coach, embodies the essence of leading by example. She intimately understands the entrepreneurial journey from personal experience.
She successfully grew companies, raised capital, and is now planning an exit. Lorette founded a business brokerage firm helping small businesses transition ownership; then, she strategically chose to merge her brokerage with a larger M&A firm. Lorette facilitated the acquisition of the majority shares of a security services company by raising capital from a small team of colleagues. She has also guided numerous clients in raising investment capital without intermediaries.
Her professional path has traced constantly evolving arcs across insurance, investment banking, M&A, and business brokerage. This multifaceted expertise, combined with her firsthand lessons in taking her own medicine, gives Lorette both authority and empathy.
Our team of professionals
Lorette Farris, Contractor with a natural ability to resonate with trainees providing immediately usable real-world strategies.
"Lorette is a superior Trainor. Whether coaching 1:1 or 1:many, she has a natural ability to resonate with trainees and provide real-world strategies that are immediately usable. She has worked with me over multiple years as a contractor, providing pitch training for entrepreneurs seeking investments and training people across the country looking to start and build their freelance businesses. Not only have I been impressed, but the participants of each training session have voiced their high praise for Lorette.
Angela Heath, Owner
Lorette Farris, Board Member: A Vital Asset to Central Brooklyn Economic Development Corporation (CBEDC)
"Her financial expertise and proficiency in fund development have been instrumental in crafting business plans and identifying funding models for CBEDC's community development projects.
She leverages her strategic approach and creative perspective to address pressing community issues with innovative, equitable solutions focused on sustainability and capacity building.
Her forward-thinking leadership has positioned CBEDC as an innovator in the field. With her unwavering dedication to the organization’s mission and the community, Lorette Farris emerges as an exceptional asset who will continue to excel in any undertaking."