Concepts In Planning, Inc.

Financing Amount: $1,190,000
Financing Date: December 6, 2016

About The Company

Concepts in Planning, Inc. (“CIP” or the “Company”) is a financial advisory firm specializing in mutual funds and annuities located in Mt. Kisco, NY providing comprehensive investment management and fund advisory services nationwide.


CIP found themselves in a precarious situation when the term of their existing real estate loan expired and they had not secured a refinance. In addition, there was not sufficient working capital in the company to simply pay the mortgage off. CIP needed to quickly find a refinance solution so that company’s continued growth would not be strained.


Alantes secured a $1,190,000 real estate term loan in order to pay off the outstanding lender obligation and provide additional working capital to the Company. “We are grateful for the expertise and efficiency with which Alantes was able to secure the financing,” said CIP’s President Michael Mathias. “The process was smooth and transparent and it is comforting to know that Alantes is someone we can lean on for difficult situations like these. We are excited and look forward to Alantes and our advisor Kevin Brand at Grey Swan Partners arranging another real estate facility in the future to roll our firm into more long-term, lower cost stable financing.”

About Alantes

Alantes Corporate Finance (“Alantes”) specializes in capital raises and strategic advisory for small to middle market businesses across the nation. Our team prides itself on our ability to provide unique solutions for all of your business needs. Whether you're looking to acquire a new company or additional working capital for operations, Alantes is your trusted source for business growth and expansion. Our multi-faceted approach allows us to craft creative solutions that adds value at the most critical junctures so you can focus your resources on core business activities.

For more information on this transaction, contact Alantes Corporate Finance at
Alantes Corporate Finance, LLC
510 5th Avenue, 3rd Fl
New York, NY 10036