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CompanyProfile

White-glove money consultancy for SMBs

hen Chad Otar launched New York-based
Lending Valley Inc. in May 2019, he never
imagined how fast the firm would grow.
W According to Otar, the company's founder
and CEO, Lending Valley, a boutique shop that cares for
each client with white-glove services, is on track to end
2019 with nearly $4 million in gross revenues ‒ after only
eight months of operation.
In addition to helming the company, Otar wears several
other hats at the startup and is a well-known veteran in
the business-lending space. He works closely with his
management team, which collectively boasts more than
35 years of experience in finance in both the public and
private sectors. ISO/MLS contact:
Otar noted that providing white-glove service is the Chad Otar
highest value at Lending Valley; he believes it is the Chief Executive Officer
key ingredient in the company's secret sauce. He added 866-888-3051
that his people are "always out there for clients" and his
salespeople all give clients their cell phone numbers. chad@lendingvalley.com
Since his industry tends to be relatively informal, the
"self-care and attention we give helps to show the client
we're selling with personal integrity and genuine care,"
he said.
Stellar relationships, values, technology
Along this line, Otar also mentioned the value of getting
to know the client's business on a more intimate level. "I Recognized for his exemplary service to small businesses
believe we pay attention to detail and truly understand by Forbes magazine in 2017 as a Turks of America's
what the client's needs and wants are," Otar said. "We Top 40 Under 40 recipient, Otar believes the good will
try to always give them the product that makes sense for he's extended toward his large network of industry
their business in the short term and long term." connections has contributed greatly to Lending Valley's
stunning success rate. Otar also believes his company can
Genuine to the core sustain its success. "We're planning on sticking around as
Otar indicated Lending Valley's primary objective is to long as we can," he said.
serve as a money consultancy firm for business owners.
"It's all money, and where there are small business owners, So, how will the leadership team ensure the company's
there will always be a need for money," he said. "So, what longevity and white-glove service going forward? Otar
really matters is the way we approach the business owner indicated it's all about infrastructure. "We'll focus on
to assist them with figuring out what the best ways are to upgrading our products and adding new technology," he
extend capital and how to utilize it to help the business said. "We will incorporate technologies into our system
grow." that give us the ability to rely on artificial intelligence and
possibly blockchain technology to enable us with what
Furthermore, though merchant cash advances are we need for making decisions quickly and seamlessly."
Lending Valley's core product (much like other capital
lending firms), Otar confirmed that all 24 staff members As far as growing Lending Valley's footprint, Otar said,
are trained to always focus first on providing the right "For two to three years, I want to work more internally to
product set for the client. This applies even if it means help all of my people deeply understand our values and
they "need to be referred out to one of our affiliates to what it is we are trying to do." For example, he added, "If a
get the right capital product for their needs," he noted. [team member] says he's moving away to Kansas, we will
"Every business, big or small, will always need some type want him to be ready to incorporate the same values there
of capital in their hands, and we don't just give them any that he does in the job he's doing right now."
random thing. We get into the nitty-gritty based on what
they want to accomplish."

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