Case Study
Proactive Banker Saved a Venue's Wedding Season
How One Referral Became an Act of Leadership

Michael Kodinsky
Founder & CEO
November 19, 2025
Every banker knows the feeling.
When the Clock Is Ticking
The owner called their banker. They were direct about the need: We need $150,000, and we need it within weeks, not months.
But this banker refused to let that be the end of the story.
The results spoke for themselves:
Speed: $150K funded in 3 business days
Fairness: Reviewed competing offers and identified better terms
Transparency: Educated the client on all options and prepay discounts
Impact: 15 weddings scheduled. 15 weddings delivered. Staff paid. Vendors happy. Business thriving.
What This Referral Really Meant
Why We Exist
We Take Responsibility With You
We never cross-sell or compete for the relationship
We move fast, communicate clearly, and deliver on our word
Your clients deserve creative solutions. Your business deserves to grow. And your reputation deserves to be protected and strengthened by partnerships that actually work.

