Funding Process Management

Detailed Financial Due Diligence Package for Your Business.

Financial Advisors

FPM’s staff is experienced in funding private placements, taking companies public and working with broker dealers, business opportunity brokers, accountants, attorneys and banks.

Forward Thinking

We are not broker dealers or business brokers, we simply support them. FPM provides full documentation needed to sell a business.

Experienced Professionals

FPM’s experienced professionals have extensive experience in funding start-ups, investment banking and business development. We offer a high standard of professionalism for the presentation to any financial institution or sophisticated investor.

Full Documentation

FPM offers full business documentation designed to enhance the marketing of your business to potential buyers or financial institutions.

Jimmy Villalobos

Managing Consultant

Mr. Jimmy Villalobos has experience in structuring successful investment offerings for brokerage firms for over three decades. As the Investment Banker, CEO and Head Due Diligence Officer, he has reviewed thousands of business plans. This experience has developed unique insights into what funding institutions are looking for and what is not acceptable. He has maintained extensive contacts in the stock brokerage arena and will coordinate agents of Funding Process Management as well as consult directly with companies looking for funding. Mr. Villalobos believes that a small business owner should expect the same level of service and documentation that a large business would expect in the sale of a business. The rules of disclosure and detail are very high in presenting an opportunity to investors. He believes that the same high standards should be used for selling a small business. The only difference should be selling a portion of the shares of a company verses selling all of the shares of a company. He believes that the more a potential buyer of a business knows, the easier it is to make an informed decision.

  • Brand Strategy 80%
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  • App Development 50%
  • Customer Happiness 90%