Business Finance Solutions
Growing Businesses Nationwide
From financing options to growth marketing, we're helping businesses grow with bespoke financial solutions that match your unique goals; ensuring that you get to build the way you want with the necessary support to succeed.
Intro Video
3 Min 45 Sec
Our Mission
Alpha Omega Advisories is dedicated to helping entrepreneurs and business owners recognize their goals. Specializing in business loans and tailored lending solutions, AOA caters to a diverse clientele, from start-ups to established enterprises. Our approach is rooted in integrity, transparency, and personalized service. Unlike traditional advisors, we prioritize ethical practices, avoiding predatory options like hard money lending or merchant cash advances. Instead, insightful consultations are highlighted to empower our clients to make informed financial decisions. Alpha Omega Advisories work hand in hand to turn our client’s business aspirations into achievements.
Founder, Alpha Omega Advisories
About Stacie
Financing Futures, Building Trust
Stacie is a seasoned Finance Advisor with over a decade of experience helping business owners secure the funding they need to succeed. While she is widely recognized for her deep expertise in the chiropractic industry, she has also guided entrepreneurs across many other sectors in launching, expanding, or acquiring businesses.
Her extensive knowledge of lending and banking, paired with a trusted network of nationwide partners, allows her to deliver strategic, well-structured financing solutions. Stacie excels at organizing and negotiating funding for business acquisitions while personally guiding clients through every step of the process. True to the meaning of her business name, Alpha Omega Advisories, she is committed to supporting clients from the very beginning of their journey to the successful completion of their goals.
Dedicated to client success, she builds strong relationships, offers tailored advice, and ensures each financing plan aligns with the unique goals of the business. Whether working with chiropractors, medical professionals, or other entrepreneurs, Stacie brings proven experience, industry insight, and a commitment to helping businesses thrive.
Questions Answered
(520) 540-5741
Testimonials
What Our Clients Say
AlphaOmega Advisories made securing an SBA loan to buy my chiropractic clinic seamless. The process can be overwhelming with all the paperwork and requirements, but Stacie guided me every step of the way—from application to closing. Her expertise and strategic advice were invaluable, ensuring I stayed on track and confident in my decisions. Buying a clinic is both exciting and emotional, and Stacie was a steady voice of reason, helping me navigate challenges and plan my next steps. I highly recommend AlphaOmega Advisories to any chiropractor looking for expert support in securing financing.
AR
Working with Stacie was an absolute pleasure. She is highly professional, thorough, and knowledgeable, with excellent communication skills. The sale we worked on was particularly complex and full of challenges, yet Stacie navigated every step with determination and expertise. She was a tireless advocate throughout the process and consistently went above and beyond for me. I would highly recommend her to anyone looking for a dedicated advocate when applying for an SBA loan.
Tallahassee, FL
I 100% recommend Stacie Helton at Alpha Omega Advisories to help navigate the purchase of a business. Before meeting Stacie, I had spent several months with another bank trying to get this purchase done, hitting roadblock after roadblock. Then I found Stacie, and in just a couple of weeks, she was able to take it further than the other bank ever did. She is known to move fast—and she does. Stacie was so crucial in helping me get my SBA financing. She helped me in every aspect of what I needed to submit and all the details that come with it. I would have been lost without her. She was super knowledgeable and efficient in helping me get the documents that the bank needed. Most importantly, she never made me feel inept or that any of my questions were stupid. I cannot imagine navigating the chaos of getting financing for the purchase of my practice without her. Her kindness will forever be appreciated! Money well spent!
MI
I cannot begin to explain how much this service has helped me. As a fairly new chiropractor (3 years out) I decided to take the leap and take over the practice that I have been working at. Everyone had told me that the process would take months and it would be a dragged-out process so I was really not looking forward to it. Stacie and her team helped me through the whole process and helped me understand things I had no idea about the whole way along. Going through the process of taking over an entire business AND buying the building as well; it only took 3 months! Even the closing lawyer was super surprised when I told him how long it took to get to closing. I can truly say I would have been a mess without the guidance and support Stacie gave me. Save yourself some peace of mind and uncertainty and use her services. Communication was awesome and even if she didn’t have an answer she could at least direct you to someone who could give you that answer.
Daytona, FL
Stacie made my transition in buying my practice so easy! She is so kind and knowledgeable. Stacie was always available to answer any questions I had….and I have a lot of them. Stacie is the best and I recommend her to anybody!
CA
Stacie Helton was a godsend when it came to the matter of SBA financing. She diligently procured several lenders so that we can get the best outcome. She took on a lot of document work that we would have never gotten completed in a reasonable timeframe. Without her knowledge, it would have taken a lot longer to get to closing. She’s worth every penny.
FL
Stacie was a rockstar during our buying process. We always knew we could count on a quick response from her and if she didn't have the answers to our questions right away she would make sure to obtain them quickly. Although the buying process was stressful, Stacie made sure that the stress levels remained as low as possible. We would highly recommend her services if you want a smooth, minimal stress experience.
I highly recommend Stacie and her team for getting my deal done, that I otherwise most likely could not have on my own. When it comes to filling out all the necessary paperwork, communicating with the banks, attorneys, meeting deadlines and keeping everything on track, an experienced, professional broker is extremely helpful. There will always be hiccups and nothing goes as planned so having someone who can assist you and in some aspects take over the process for you is essential. I would have not been able to handle the many facets of the process for getting a loan by myself.
NJ
Just do it. You will thank yourself later! I met Stacie with my first clinic purchase, and all I can say is Wow! I will admit that I initially thought the cost was high, but after completing the transaction, I realized she was worth every penny and more! She doesn't charge enough for all she does for you. I literally did nothing but provide her a few documents and she handled the rest. Her exceptional work ethic, wisdom, and strategic business acumen were evident throughout the process. She maintained a positive attitude, making the experience light and enjoyable. Always focused and ready to advocate on my behalf, she ensured everything went smoothly. I couldn’t have achieved my dream without her support and expertise. I will undoubtedly seek her services for all my future purchases. She’s the edge you need in your corner!
Eugene, OR
I recently purchased a chiropractic clinic and Stacie was my broker. Even though I was so excited to pursue this dream, I was quite nervous and overwhelmed at what needed to be done in order to achieve the dream. At first I believed I could “figure it out” on my own, but quickly realized that doing everything myself, continuing to practice, and navigate this purchase (not to mentionl being a mother) would be difficult. It seemed like an expense that I wasn’t sure I could manage, but the services provided by Stacie were services I could not manage without. I could not afford not to have her help. She was creative, timely, and calming. She was a huge problem solver and she has great relationships with lenders. I am so grateful that I could benefit from the relationships she had already built. She kept me up to date at every step and explained things I didn’t understand. I recommend her to any of my colleagues and business owning friends to help them make their dreams a reality. Thank you Stacie!
St. Louis, MO
I am a chiropractor and I tried to get multiple banks to give me a loan to buy the practice of my dreams, and all of the banks that I went to gave me the cold shoulder and said they were not going to give me the loan or approve the sale of the business, as they couldn't find a way to make it work. That is when I contacted Stacie, and they worked their magic and found a way to present the loan and business information to a bank that would ultimately lead to the loan approval. I am very grateful for Stacie, who helped me out through the entire process, with finding a way to get a bank to see the business acquisition as a win win situation for all of us included. I am now owning the practice of my dreams that I have been working very hard for. If you have been denied by banks in the past, I would highly recommend giving AOA a call, you will not be disappointed as they will go the extra mile to make it happen...!!
Issaquah, Washington
Stacie kept the entire purchase process together for me. She was my point person explaining the steps, listening to me vent, giving me tips, and generally making sure neither I nor my purchase fell apart. Stacie is the ally you need in a business acquisition, and I intend to use her again on the next go-around.
Fayetteville, NC
Stacie at AOA was brilliant the way she helped me purchase my first business. Going through the SBA can be a daunting task and I've had multiple go-arounds with other companies and all of them failed at it. But Stacie made it the smoothest transition possible. I am very grateful to have met and worked with her through this process. She was my right hand through the whole thing. Made sure I was on top of my game as well. I can say confidently that they are the best to work with and I will continue to use them for any of my lending needs. Stacie knows what she's doing. To top it all off, She's an even better human being! Thank you to her and AOA for kick starting my business expansion and bettering my family situation. I would highly recommend them for your lending needs.
Myers Town, PA
Dear Stacie, I just wanted to say THANK YOU, so very much for all your efforts and dedication in assisting us with accomplishing our goals of purchasing a beautiful clinic! Your skill set and knowledge was invaluable in steering us through the financial process. Not just through all the paperwork, but advising us on what to say, but more importantly, what NOT to say. Without your guidance, our journey would have been much more arduous, and probably pro-longed! I said it from day one: “You are a ROCKSTAR!” I’d recommend you to anyone looking for help in achieving their dreams. Please feel free to use me as a referral, or post this as a testimonial. With sincere thanks, and gratitude….
Muskeg, WI
I had an amazing experience working with Stacie for my start-up chiropractic business! She made the rather lengthy business loan process as seamless and stress-free as it possibly could be, and we couldn't have done it without her. Her expertise, guidance, and clear communication were invaluable. I highly recommend her services for anyone looking to acquire or start a new business! Stacie is the BEST!
I have had the privilege of working with Stacie for almost four years now and we have closed over 50 SBA loans together in that period. The dedication that she shows her clients is unmatched and her knowledge of the SBA process has awarded her one of the highest closing percentages among her peers. SBA loans are a niche product that many people do not understand, especially first-time business owners. If the product is used correctly and you have a broker and lender team who are experienced in this area, it can be a great option for new owners or people who already own and looking to expand. Stacie provides an invaluable service that educates her clients on the process from start to finish and sets them up for success. She works directly with the lending closing team to make the process work as seamlessly and quickly as possible. If you have any hesitation or are overwhelmed at the thought of buying a business, reach out to Stacie and she can provide all the right tools that you need to be a successful owner!
United Midwest Savings Bank
As a former Sr. SBA Loan Underwriter, I had had the pleasure of building a strong working relationship with Stacie. She takes considerable time to understand her clients’ needs and the lending institution’s needs to get the deal done quickly and efficiently. Stacie is very detailed oriented. She makes the process look seamless but it is far from easy to coordinate clients and lending institutions. Stacie goes the extra mile for her clients. She has tremendous integrity and I always looked forward to working with her. She could anticipate what I was going to ask and had it ready and on my desk for underwriting. She made a special checklist to ensure obtaining client information was complete up front. It is such a pleasure to work with her. She really understands the true importance of good collaboration. She is willing to go the extra mile and no deal is too tough for Stacie. She makes everyone’s job easier, and she does it with such a positive and willing spirit. I had moved out of the SBA arena and I truly miss working with her on a daily basis. I have not met a more dedicated individual.
Achieva Credit Union
I have been working with Stacie Helton for the past 6 years. Her knowledge, of the SBA process and ability to analyze the financial aspects of a transaction, has been an invaluable help to me. Stacie’s role as a liaison between the buyers and sellers and me is critical in the overall Underwriting and Closing process and I would be lost without her assistance. Her determination, enthusiasm, and sense of humor make my job so much easier and she is a trusted partner in our SBA Division.
Acclivity Financial
Stacie goes above and beyond to help the borrower and the seller get the required items from the closing checklist to me in a timely manner. If Stacie does not understand something that I’m asking for, she emails or calls me with questions. We discuss deals in detail so that I understand what’s going on and she understands what I need to be able to close the loan. Stacie always responds to all of my email and phone calls instantly. In the 18 years that I have been a SBA processor, I have worked with numerous brokers. I can honestly say that Stacie is the most informed broker that I have ever worked with. She fights to help her borrowers get their loans closed. She helps me to get the loans closed as well. She provides excellent customer service to the borrower and to the lender.
Acclivity Financial
Business Loans & Tailored Lending
From Start-Ups to Enterprise
Unlike traditional advisors, we prioritize ehtical practices, avoiding predatory options, instead offering insightful consultations, so our clients can make informed decisions.
Our Services
Empowering with Integrity
Fostering strength and confidence in others through actions rooted in honesty and strong moral principles. It's about creating environments where trust flourishes, decisions are made transparently, and every individual feels valued and respected.
This approach not only uplifts our clients, but also cultivates a culture of accountability and respect, ensuring that empowerment is not just about achieving goals, but doing so in a way that is fair, ethical, and sustainable for all involved.
Real Estate
Loans often come with the option of a 25-year term, providing borrowers with a longer repayment period and potentially lower monthly payments. This extended timeframe allows for greater flexibility in managing finances+ investment portfolios, and can be advantageous for investors seeking to spread out their payments over a longer period.
Expanding Your Brand
Expanding your business opens doors to new opportunities, increased revenue streams, and broader market reach. By partnering with us, you can unlock these benefits without the burden of upfront costs, as we have networks that offer a "no money down" approach for lending. This means you can grow your business with confidence, knowing that financial barriers won't hinder your path to success and can keep your current cash in your pocket! Our innovative strategies and dedicated support will empower you to realize your expansion goals efficiently and effectively.
Lending Assistance
Our lending assistance services are designed to alleviate the pressure commonly associated with navigating complex financial processes. By entrusting us with your lending needs, you can focus on what matters most: growing your business and achieving your goals. We handle the intricacies of the lending process, providing expert guidance and support every step of the way, so you can proceed with confidence and peace of mind.
FAQs
We welcome all questions, believing there are no "dumb" inquiries when it comes to navigating the lending process. However, it's essential to be mindful of the information we convey to banks, ensuring clarity and accuracy. We firmly believe that the more questions asked, the better we can tailor our guidance to meet your specific needs and facilitate a smoother lending experience.
Lending Options
SBA 7a Loans Equipment Lending Real Estate Startup Costs Working Capital Zero Money Down Expansion Buy In/Buy Out Hotels Business Acquisitions/Practice Purchase
Start Ups
Embarking on a startup journey can be daunting, especially when navigating the intricacies of securing funding. Our dedicated team specializes in guiding startups through the lending process, offering expert advice and personalized support to mitigate risks and maximize success. With our assistance, entrepreneurs can approach the lending process with confidence, knowing they have a trusted partner to help them navigate challenges and capitalize on opportunities, ultimately fostering a positive outlook on their entrepreneurial endeavors.
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Alpha Omega Values
Empowering with Integrity
Providing growth opportunities to business owners nationwide is a source of great pride for us, as we continue to work alongside our partners, supporting their successes every step of the way.
01.
Empowerment
Committed to empowering our clients by providing you with the knowledge, resources, and support, you need.
02.
Integrity
Upholding the highest standards, conducting business with honesty, transparency, and ethical practices.
03.
Client-Centric Approach
Personalizing service to match your needs, placing your interests at the forefont of our operations.
Get In Touch
We're looking forward to learning more about you, your business, and how we can collaborate to help you grow!
Contact Information
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