Vertex Union is a strategy and capital advisory firm — helping founders sharpen direction, unlock growth, and get funding-ready.
Plans designed to be executed and measured — not to sit on a shelf.
We get your story, structure, and financials ready for lenders and investors.
Senior-level advisory that treats your goals and growth as our own.
Vertex Union LLC is a strategy and capital advisory firm. We partner with founders and leadership teams to clarify direction, design growth, and prepare the business — and its financials — to attract the capital it needs to move forward.
Our approach is hands-on and grounded in outcomes: a sharp strategy, a credible financial story, and the positioning to bring it to lenders, investors, and partners with confidence.
"My passion runs the full arc of a business — from vision, to setup, to seeing it come to life."
Engage us for a focused initiative or an ongoing advisory relationship — always tailored, always tied to a clear outcome.
Clarify direction and prioritize the moves that actually compound into growth.
Become loan- and investor-ready: positioning, documentation, and a financial story that lands.
Enter new markets and segments with a concrete, sequenced plan of attack.
Organize financials, projections, and structure so funders and partners can say yes.
Investor-grade business plans and models built to hold up under scrutiny.
Identify and structure the partnerships that accelerate your next stage of growth.
No jargon, no endless retainers. A focused process that turns ambition into a fundable, executable plan.
We learn your business, market, and ambitions — and find where the real leverage is.
A prioritized strategy with the numbers, milestones, and story behind it.
We help put the plan in motion and get you positioned for capital.
Momentum that compounds — and a business ready for its next level.
Tell us where you're headed. We'll get back to you to set up a focused, no-pressure conversation.
contact@vertexuniongroup.com
(786) 614-3884
5292 NW 163rd Street
Miami Lakes, FL 33014
Monday–Friday, 9:00am–6:00pm