Business Owners, Operators, and Entrepreneurs
Business Owners, Operators, and Entrepreneurs impact communities. They are the spark plugs in the engine that is our economy. Our capital resources are fuel and our advisory services are the pit crew.
Access to Capital
Watch the video below to see how Three Roots helped one business owner make it through a tough period.
Three Roots aggregates multiple sources of capital as a “one stop shop” for business owners:
Direct commercial debt and equity investments
Access to multiple bank partners for commercial loan options
Partner equity funds & networks for referral and co-investment
Access to State & Federal Tax Incentive Programs
As a certified CDFI and CDE (Community Development Entity), Three Roots can help our development partners, projects, and communities access various state and federal tax benefits. Some of the value add includes:
- On staff expertise in the structuring of complex tax program projects
- Direct project financing, leveraging multiple tax incentives
- Ongoing investment in resources and training related to multiple tax incentives
- Local and nationwide network of partners skilled in tax incentive financing
Syndication capabilities for projects with large capital requirements
Larger projects can have large community impacts. They can also be more difficult to finance due to individual lender profiles and/or limits on loan sizes. Three Roots can bring the following to the table:
- Existing partnerships with multiple banks = “Options” for our borrowers
- Existing relationships with multiple banks create efficient syndication opportunities
Financial Education & Training
Three Roots staff have been part of the regional entrepreneurial community for more than twenty years. Training, advising, investing in, and helping entrepreneurs start and grow companies is a large part of our experience and DNA. At Three Roots Capital, our primary role focuses on access to capital, which sharpens the focus of our direct efforts upon financial education. Access education and training content on the subjects below from the “Education” tab on our home page.
- Introduction to Accounting for Small Business Owners
- Commercial Borrowing Primer
- Financing My Business
- 3Roots Rise & Grind event recordings
Coaching Services in Preparation to Raise Capital
Whether seeking an equity investment or a loan, to be successful a business owner needs to be prepared. Three Roots can provide experience-based coaching to the preparation process, including insights around important considerations such as:
- Proper financial records required to raise capital
- Preferred legal company formation to attract potential investors
- Optimal transaction structures
- Introductions to transaction-specific accounting & legal expertise
Contact Us
If you are a business owner/operator or entrepreneur interested in exploring how Three Roots Capital might help you, please reach out to us by contacting:
Dennis Corley
Business Development and
Community Relationships Manager
(865) 220-1713