Business Advisory Services

The cornerstone of our approach lies in forging strong partnerships with our borrowers.

By delving into their aspirations, evaluating their requirements and strengths, we expertly pair them with our internal team of Financial Advisors. These seasoned experts bring their profound knowledge to the table, offering top-tier consultancy and training. Recognizing the value of guidance early in their journey can be a game-changer for businesses, frequently bridging the gap between modest success and achieving remarkable growth and expansion.

Program Mission

ACE sets itself apart from other lenders through its innovative post-loan Business Advisory Services (BAS), a unique offering designed to empower and uplift our loan clients. Our BAS is tailor-made to bolster operations, foster growth, and enhance the sustainability of organizations. We achieve this by providing contemporary guidance, training, and technical support across all facets of small business management, with a primary focus on fortifying financial proficiency.

This is a value added service provided for clients who have a loan with ACE.

Our comprehensive assistance package comprises personalized one-on-one coaching and mentoring sessions, conducted as often as the client is willing and able.

This approach follows a cadence that works seamlessly with their busy schedule, ensuring they receive the support they need at their convenience. Additionally, we offer user-friendly online resources covering an array of subjects including finance, adaptable strategies in the face of challenges like COVID-19, marketing, effective management, accounting, and credit enhancement. These services serve as a dynamic toolkit for clients, enabling them to bolster their resilience, pivot strategies to adapt to unforeseen circumstances, or seamlessly scale up operations to cater to evolving customer demands. This agility enables them to weather uncertainties, safeguard jobs, and generate sustainable revenue streams.

Business Advisory Team

Ray Pennie
Chief of Business Advisory Services 

Karen Malaga
Sr. Program Manager

Corina Adkinson
Financial Advisor 

Glenn Bachman
Financial Advisor 

Juan Colon
Financial Advisor 

Al Gibbs
Financial Advisor

Funded in part through a cooperative agreement with the U. S. Small Business Administration

Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance to make the necessary arrangements. Contact to make the necessary arrangements.