Service Options & Methods

At Citadel Partners, we know that business must always be handled in a businesslike way. IN ORDER TO PROCEED, we want you to understand in advance what concrete information will be required. Our process can be basically outlined as follows:  

1. First, we will need to order an abstract on any project involving real estate from an abstracter of our choosing who works for us -- which will be updated on the day before any closing. If the project moves forward, these costs also can be included in the ultimate loan package.

2. Our teaming borrower (You) must be the same person or entity having title to the project property to be sold or used as collateral.  
 

3. In project instances, a personal guarantee will be required from you or other creditworthy individual.  Again, in accepted projects or deals, this expense can be wrapped into the ultimate loan or purchase price.

4. We will need an appraisal on any involved property with an appraiser approved by the Partners. The appraiser will work for us.  If the project or sale moves forward, these costs also can be reimbursed in the ultimate loan package.

Depending upon what is revealed by these initial inquiries, additional security or inquiry may be required. So, the applicant should be aware of that potential.

MOST importantly, our Partners believe in being totally up-front about every step and stage -- especially the costs involved and what occurs if agreements  are not kept. Thus, in these projects, independent legal advice is critical.

Review this informational outline of steps-to-come with your attorney.  

If there are any known issues which will arise during the process outlined above, it is best to make a clean breast of them at the outset -- thereby avoiding expensive process costs.

 Our joint venture partners bring a wealth of capital and expertise to development opportunities of ALL types -- not just real estate.   Our support also extends to software development and other I.T. evolutions.  We can supply cutting edge graphic design, App development and software engineering -- all on a partnering basis. Again, there are parameters so that business is always handled in a businesslike manner. These parameters will vary on IT Support and Software Development projects but will usually include:

1.  Confirmation that the concept is not replicated elsewhere.

2.  Confirmation that the concept is susceptible for provisional patenting and then--thereafter--business use  or method patenting. 

3.  Confirmation that the concept infringes on no currently existing patent.

4.  Confirmation that the concept has been adequately protected legally and there are no previous partners or participants who can legitimately claim ownership of the idea.

We can make most of these assessments at no cost to you.

If you have questions about the development phasing relevant to your opportunity, project or idea -- we can help. Successful professional affiliates on our team can assist with credit issues, legal matters, budgeting, project phasing or financial support options.  Our Team Partners have DONE IT in the marketplace -- so, let us earn each other's teaming trust. Throughout the process, we strive to make sure you feel respected, educated and "part of the team" every step of the way.