Martin Priest & Co

Marketed start-up small business funding conduit to acquire esoteric financial assets and distribute to targeted investors. Secured $25 million anchor investor. Created a recurring revenue model to provide small business financial strategy advice to targeted clients using Facebook, Google, Youtube and LinkedIn digital marketing algorithms. Structured and marketed esoteric assets owned by small business clients including: solar panel recievables, oil royalty trusts, distressed mortgage notes, major legal case contingent fees, medical equipment manufacturer and start-up SAAS companies. Each created funding vehicle gave working capital access to the clients who previously were unable to access traditional funding sources at significantly lower, non-recourse rates. Read the entire 2017 Tax Reform Bill and built an optimization model for clients which when implemented saved clients up 24% in their tax liability by restructuring their business.