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The Australian Walkabout Inn Bed & Breakfast

“When it was time for us to refinance our loan, we were very discouraged after working with several local banks and getting nowhere. Even the bank that had held the mortgage on our property for over 50 years and four owners did not want to bother working with us.

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Stone House Inn and Spa

We purchased our property in 2005 “as is” with a residential loan. We went through our local zoning process to have our building re-established as a small bed and breakfast after years of it not being used as a lodging property. Every time we wanted or needed to do something to upgrade our property, we hit a brick wall because now we had a business but no commercial loan. 

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Pheasant Field Bed and Breakfast

“Rick’s knowledge of the B&B and financing industry and his ability to clearly and accurately provide advice and present options were the instrumental factors that allowed us to purchase Pheasant Field Bed and Breakfast in Carlisle, PA.  Rick developed a negotiation strategy, which allowed us to leverage fact-based data in order to present an offer within our budget and meet the sellers’ expectations.

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