Testimonials

We bring a proven track record

Morrissey Metcalfe and Associates have advised and underwritten many business loans. Deal size range from small to large in a wide variety of industries. We help businesses both directly and through underwriting for intermediaries (Certified Development Corporations and Credit Unions) throughout the US. We have extensive experience assisting businesses in a variety of business loan methods, including traditional bank financing, SBA lending, and other sources of funding.

US Coverage Map
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"Dr. Metcalfe is experienced in the medical, legal and business fields. This is such a great asset for a private medical practice seeking to grow."



Outcome: Formulated a successful business plan and served as a reliable advisor whose multi-disciplinary expertise was critical in helping a private medical practice grow and stay competitive.

Success Stories

Charlene Henderson OD

Owner, Blink Eyecare and Eyewear

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"Len is very helpful, effective and he cares about people. He will help you make your business better."


Outcome: Provided direct assurance on loan packages to ensure a good deal, served as an available and effective sounding board for refining leadership strategy, and acted as a trusted strategic partner

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"I always appreciated Tony’s rock-solid advice. He does his homework and makes thoughtful recommendations. His advice is fair, honest and often courageous."



Outcome: Served as a trusted business consultant for over 30 years on multiple successful ventures, including growing a solo practice into a thriving three-doctor business and advising on a practice sale.

Success Stories

James Bowden, MD MBA

Retired, Empire Family Practice; Home Medical Services

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"If you have a chance to get Tony on your side I’d highly suggest it. It would give you a distinct advantage. He sees things other people don’t see."



Outcome: Leveraged calm communication and a competitive, "get-to-the-goal" mindset to provide a clear path to victory in tense real estate negotiations and challenging business situations.

Success Stories

Jeff Goos

NP Dodge

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"What I learned is that there is a lot of talented financial management available... but someone on the client’s side who best represented the client’s interest was extremely rare."



Outcome: Secured a $7M+ loan package with only 3 covenants and no personal guarantee, after restructuring banking relationships to lower rates, reduce covenants, and set up a better Line of Credit, enabling significant business growth.

Success Stories

Jay Jacobs

Co-Founder & Chairman, Paperless Parts

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"Len was a fountain of knowledge... his steady and unfailingly optimistic leadership was key to guiding the team to success."



Outcome: Architected and executed a strategy resulting in a best-fit acquisition at an industry high-watermark Enterprise Value.

Success Stories

Pete Worrell

Managing Director, Bigelow LLC

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"He showed us how we had more value than we credited ourselves for. We grew by 32% that year. Not a typical 3%-5% yearly expected increase."



Outcome: Provided the outside perspective needed to get "unstuck," leading to a simple, actionable game plan that generated 32% growth in a single year.ometimes, it’s so obvious we doubt it could create an impact, but I’m here to tell you it does. The little stuff is what makes all the bigger things come together. Trusting Len was the best business decision we’ve made.

Success Stories

Becky Friedman

President, Fireplace Outlet, Inc.

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"The process was seamless when Len was involved and I always felt reassured he could deliver every time."



Outcome: A long-standing professional relationship built on successful partnerships, from seamless SBA 504 projects to helping a manufacturer improve processes and become an attractive acquisition candidate.

Success Stories

Mike Topalian

Managing Director of Sales & Marketing, BDC Capital

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"Len’s ability to dissect my overall business health and provide me with insight on how to move forward without risking what we have built so far."



Outcome: Delivered a clear analysis of market share that informed a smart expansion strategy, ensuring the company could grow without taking on unnecessary risk.

Success Stories

Lorne Drake Jr.

Director, Advantage Auto Glass, Inc.