Client Success Stories
CLIENT:
Central Kitchen
BAKERY AND PREPARED FOOD MANUFACTURER
STERLING, VIRGINIA
SBA DEAL SUMMARY
Ram Perumal and Bhargavi Gopaldas are launching Central Kitchen, a bakery and prepared food manufacturer in Sterling, Virginia. Central Kitchen specializes in producing Latino breads, desserts, prepared foods to restaurants, food trucks, and retailers across Northern Virginia.
The project includes a 2,000 -square-foot facility with renovations, foodservice equipment, working capital for start-up expenses and the ramp-up to cashflow breakeven. The 25 year 7a loan has been approved by a Regional Bank and is expected to close in Q1 2026.
CLIENT TESTIMONIAL
Jeff brought exceptional expertise in SBA lending, accounting, and entrepreneurship to our project. Leveraging his deep financial industry knowledge and prior experience in food manufacturing and distribution, he guided us through the complexities of the SBA process with clarity and precision. His comprehensive projections — including detailed sales, staffing, and cashflow models — were supported by a well‑structured business plan that clearly outlined how our goals would be achieved. Jeff’s professionalism, insight, and dedication made him an invaluable partner in positioning our business for success.
— Ram Perumal, Central Kitchen
CLIENT:
Le Village Marche
HOME DÉCOR AND GIFTS BOUTIQUE
SHIRLINGTON, VA
SBA DEAL SUMMARY
Donna McKelvey acquired Le Village Marche, a French-inspired home décor and gifts boutique in Shirlington, VA in 2025. Donna had recently retired from a long and successful career as a senior leader with various non-profits.
After two years of retirement, Donna took a part-time job with Le Village Marche and discovered it was the perfect opportunity for a career Chapter Two. The seller wanted to retire and Donna was the obvious buyer.
CLIENT TESTIMONIAL
As a first-time small business owner, I greatly valued Jeff’s expertise, guidance, and comprehensive knowledge of the purchase process. His assistance in developing a detailed business plan and preparing financial projections was especially invaluable.
I am pleased to share that revenue is trending in line with projections, our customer base has expanded, and feedback has been overwhelmingly positive—outcomes that were strongly influenced by the sound business planning Jeff helped put in place. I look forward to engaging his expertise again when the time comes to pursue expansion.
— Donna McKelvey, Le Village Marche
CLIENT:
The Connected Mind
NEUROFEEDBACK AND BRAIN WELLNESS CLINIC
BOWIE, MD
SBA DEAL SUMMARY
Patricia Herford, Doctor of Physical Therapy and certified concussion specialist, started up "The Connected Mind", a neurofeedback and brain wellness clinic located in Bowie, MD.
The business required SBA funding for leasehold improvements, IASIS Microcurrent Neurofeedback equipment, start-up working capital, and sufficient ramp-up working capital to build a new patient base. With funding secured from a Regional Bank, The Connected Mind opened in May 2025.
CLIENT TESTIMONIAL
When I was preparing to launch The Connected Mind, I knew I needed strong financial projections and a business plan that would stand up to the rigor of SBA underwriting. Jeff took the draft I had created and transformed it into a professional, SBA-ready package.
What impressed me most was his ability
to anticipate what the underwriters would need to see, particularly around justifying start-up and ramp-up working capital. The revised projection and business plan gave me confidence walking into the SBA loan process and will provide benchmarks to measure our financial performance.
— Patricia Herford, The Connected Mind
SBA DEAL SUMMARY
Nick and Nikki Foundas are starting up a Celebree School franchise in Sudbury, MA. The leased location renovations are now complete. Exciting times with the School is scheduled to open in November 2025. Nikki is an experienced Educator and Education Administrator. Nick is an experienced HR Executive.
CLIENT TESTIMONIAL
I worked closely with Jeff to develop a compelling and comprehensive Business Plan that led to an approval from a regional SBA Lender.
The Business Plan addressed the how we will manage the Celebree, Franchisor support, demographics and competition in the affluent Sudbury, MA market. We highlighted a three-phase marketing/advertising program, that ties into the “ramp up to breakeven period”, in the Projections.
— Nick Foundas, Celebree School
CLIENT:
BW Auto Solutions
AUTO REPAIR SHOP
PARKVILLE, MD
SBA DEAL SUMMARY
Brian and Gosia Williams are starting up BW Auto Solutions, a 5-bay full-service auto repair shop located in Parkville, MD. Brian (operations) and Gosia (administrative), have over 27 years of experience in the automotive industry. The business will serve consumers, fleet accounts, and small businesses, offering services from diagnostics to complex repairs. The property will be leased and the SBA loan will fund start-up expenses and working capital. The SBA loan was approved by a regional SBA Lender and Business will be open for business in the Fall of 2025.
CLIENT TESTIMONIAL
Jeff advised and assisted us with the SBA Projection by walking us through each revenue and expense line item. He challenged us to research/confirm critical expense assumptions, built a realistic sales model and created a monthly cashflow analysis. The cashflow analysis helped us determine the working capital that will be needed, until cashflow breakeven is achieved. The SBA Business Plan plainly explained how we will make the SBA Projection a reality. Both documents not only helped with our SBA loan approval but, will provide a road map for our financial performance.
— Gosia Williams, BW Auto Solutions
CLIENT:
Navis Pack & Ship
NAVIS PACK & SHIP FRANCHISE
ELKRIDGE, MD
SBA DEAL SUMMARY
Bruce Thomas and Curtis Holland, managers at the Navis Pack & Ship franchise, in Elkridge, MD, are acquiring the business from the Owner. Their SBA request has been approved by a regional SBA Lender and should close by year end 2025.