BUSINESS ADVISORY · COMMERCIAL FINANCING
Navigate Complexity.
Create Momentum.
For entrepreneurs, business owners, and real estate investors ready to move forward.
YOUR AMBITION. A CLEARER WAY FORWARD.
01 / MEET BRM
Success starts
with YOU.
(And can be sustained, with our help.)
Big plans. Real-world complexity.
A partner to help you move forward.
Whether you’re a real estate investor looking to purchase a shopping center or an ice cream lover ready to open up shop, BRM Advisors helps you connect your ambition with a practical path forward.
From the first discovery conversation to closing day, opening day, or your first internet sale, we bring experience in commercial real estate and small business to the table.
We’re not your fairy godmother.
We believe in hard work, not magic wands. Bring us the challenge. Let’s explore what’s possible.
WHAT WE DO — AND WHY
Thrive. Not just survive.
Our mission is to empower entrepreneurs, small business owners, and real estate investors to thrive—not just survive.
We start with your narrative: the significant events, goals, successes, and challenges that brought you here. Your venture is unique. Our FAIR methodology helps us understand its individual parts, identify areas of opportunity, and develop practical solutions.
“BRM has helped me realize my dreams as a real estate investor by advising me and educating me every step of the way. They have always served my best interests before their own. BRM is a resource every business owner/investor should have on speed dial.”— John Healy
02 / WHO WE HELP
Wherever you’re starting.
01
Entrepreneurs
Turn the idea you can’t stop thinking about into a clearer plan for your next step.
02
Business owners
Work through the challenges, opportunities, and financing questions that come with building a business.
03
Real estate investors
Navigate commercial property opportunities with guidance that starts with your goals.
03 / SERVICES & FINANCING
A different challenge.
A thoughtful solution.
Your venture is unique. We start there, then explore the resources and financing paths that fit the conversation.
01
Business advisory
A closer look at your business, its moving parts, and the opportunities to move it forward.
Strategy · Opportunity assessment · Practical next steps
02
Commercial real estate
Explore financing for property purchases and refinancing, with your project’s circumstances in focus.
Multifamily & mixed-use · Retail · Office · Industrial
03
More paths to financing
Start a conversation about business financing, bridge loans, rehabilitation, and other commercial funding needs.
Business loans · Bridge & rehab · Mezzanine
04 / HOW WE WORK
A FAIR way forward.
Our approach is simple: understand first. Then get to work.
F
Familiarize
We listen to your story, your goals, and what has brought you here.
A
Analyze
We look at the individual parts of your venture and how they work together.
I
Identify
We identify the challenges and opportunities where BRM can help.
R
Resolve
We develop practical solutions to address the challenges we’ve identified.
05 / FEATURED PROJECTS
Real places.
Real possibilities.
Explore transactions from our current and past project gallery. Hover over a photo or tap to view the loan details.
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More from the BRM project gallery.
Additional transactions from the original BRM website. Amounts and loan types are preserved from the published gallery.
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06 / REFERRALS & PARTNERSHIPS
Know someone who
needs a yes?
Have a client with a complex financing need? Let’s put our heads together.
We welcome conversations with commercial realtors, attorneys, CPAs, and residential and commercial mortgage brokers.
FORMS & REQUIREMENTS
Let’s get the details together.
For small business financing, start with the fillable BRM Advisors Small Business Financing Intake. For commercial property financing, use the 1003 Commercial Application. Your BRM advisor can help confirm the documents needed for your request.
Small business financing intake
Fillable intake form for small business financing requests.
Stated / low documentation — property held personally
- 1003 Commercial Application
- Rent roll
- Personal financial statement for all owners
- Contract of sale
- Operating statement
- Copies of leases
- Environmental questionnaire, if applicable
Stated / low documentation — property held in an entity
- 1003 Commercial Application
- Rent roll
- Personal financial statement for all owners
- Contract of sale
- Operating agreement and corporation documents
- Copies of leases
- Environmental questionnaire, if applicable
Traditional commercial — corporations, partnerships & owners
- 1003 Commercial Application and the intake information requested by your BRM advisor
- Last three fiscal years of federal business tax returns, including schedules and K-1s
- Returns for all business entities in which you own 25% or more
- Subject property address and contract of sale
- Operating statement, rent rolls and copies of leases
- Environmental questionnaire
- Last three years of federal personal returns, including schedules and K-1s, for each principal owner over 25%
- Personal financial statement for all owners
Need the credit report authorization form or help with your checklist? Contact your BRM advisor. Confirm the appropriate submission method with your advisor before sending completed financial documents.
07 / LET’S GET STARTED
Your next chapter
starts with a
conversation.
Tell us where you are. Tell us where you want to go.
Let’s figure out the next step together.
Ready to move forward?
Use the prequalification form below, or reach out directly. We’d like to hear what you have in mind.
Let’s talk.
Share your question or tell us what you are working on. We will follow up by email.
Start your prequalification request.
Tell us about your financing needs. This starts a conversation with BRM; it is not a loan approval or a commitment to lend.
Never say no to your clients again.
Earn referral fees for qualified leads. We welcome commercial realtors, attorneys, CPAs, and residential and commercial mortgage brokers. Contact BRM to discuss the arrangement for your referral.
Explore property types and financing options
Multifamily, mixed-use, office, retail, warehouse, bed and breakfast, self-storage, mobile home parks, automotive, gas stations, car washes, industrial, funeral homes, marinas with ocean access, day care, hotels and motels, campgrounds, and restaurants. Other property types may be considered.
Financing conversations may include full documentation, light documentation, stated income, hard money and bridge, mezzanine, rehabilitation, and business loans. The original BRM site lists conventional banks, SBA, Fannie Mae, FHA, hard money, and private lenders among its funding channels. Availability depends on the request.