OPTIMUM FINANCIAL INSURANCE SERVICES
 
Nancy Jill Wilks , President of Optimum Financial Insurance Services, LLC, approached the SBDC in March 2003 for assistance with a small business loan. Ms. Wilks was interested in buying out two of her three business partners and needed a small business loan to accomplish this venture. Ms. Wilks worked with the SBDC to put together a formal business plan and loan proposal for review by Accion, Texas. Upon approval of the loan, an SBDC representative conducted a detailed collateral inspection that included Ms. Wilks’ office contents and two vehicles. Ms. Wilks indicated that the SBDC “…was the perfect small business solution for my individual needs.” She was successfully able to buy out her partners and plans to continue her phenomenal growth. This loan resulted in the retention of one full-time and one part-time job.

 

 

 

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