Opinions from our team were always universally positive and user feedback was glowing with A. B. Nicholas. A recent case is a good example Our client was short $890,000 for a multi-unit property in Austin, Texas. We had never even considered the client’s stock portfolio as a source of capital unless we liquidated it, which was not a practical solution due to potentially high capital gains taxes if sold for cash.
LeverageLine allowed our client to keep our portfolio just as it was, without selling a single share to obtain funds. We received rates beat the banks by a mile too, and they delivered in days, not weeks. We highly recommend A. B. Nicholas to those working with clients who own securities but do not wish to sell them.”
– Rita Hulse, Real Estate Investor
We at Benetrends have found LeverageLine to be an excellent source of funding for our franchise-buying clients. The ability to access the liquidity of investment assets without cashing them in has proven a valuable means of obtaining equity injections, or additional working capital for many of our clients, particularly when joined with the rollover of retirement funds and/or SBA lending programs in the higher end ($ 1 million plus).
– David Grams, Chief Credit Officer, Benetrends
My dealings with A. B. Nicholas and its lending partners has been cordial, professional, and informative. The entire process was completed quickly, any questions I had were answered with clarity. I would not hesitate to use the process again or recommend the principals involved to anyone looking at equity type loans.
– John Murphy, Franchise Client