Success Stories

Kade Wilcox, CEO


“I have worked with Mr. Vance on several projects for our existing businesses, as well as potential acquisitions.  His 43 years of banking experience have been invaluable as our team evaluated new opportunities. He is knowledgeable, dependable, and a great communicator.”

Keith Mann, CEO

Diversified Lenders, Inc.

“Jerry’s approach to small business solutions is unique and professional.  Jerry is a great facilitator and coach.  His banking and finance knowledge combined with 43 years of experience sets him apart from others.  I can recommend Jerry to any small business owner without question.”

Mike Wells, President

Xtreme Structures and Fabrication

“Jerry has been a professional asset to our business for almost two decades now.  He was there to help us in the beginning as we were just getting started and has been by our side as we have grown from a handful of people to 50 employees.  He has always been very responsive and provided sound financial advice in a way that is easy to understand and shows his genuine interest in our success.”

Keith Hart, President

Hart Heating & AC

“I’ve enjoyed Jerry’s professionalism and wealth of knowledge as a business advisor. As I went through the process of a pending business venture, I felt completely taken care of.  I learned how to look at different possibilities and why.  By relying on Jerry’s experience as a banker I was able to see how to address concerns from a lenders perspective and this helped me to understand the process – it was a very valuable education. Jerry is one of the best people you’ll meet and I believe you will be blessed by working with him.”

Rich Puryear, Owner

Richcart Custom Golf Carts

“Jerry has guided me through every step of selling my business. His forty plus years of experience as a business counselor and banker gave me all the confidence I needed to structure my sale. When I went to the attorney’s office, they said they had never seen a plan so detailed and ready for them. It saved the attorney time and saved me money. Whether you are buying or selling a business, Jerry is the man for the job. Very trustworthy and reasonable as well.”

Chuck Chapman, Owner

CC Electric, Inc.

“I would highly recommend Jerry Vance for any of your financial needs. Jerry’s knowledge and experience will be of great value to you.  If not for Jerry’s help my business would not be where it is today!!”

Julie McCasland, President

Quest & Sons, Mfg.

“I have a small tarp business that has been in business since 1938.  Jerry Vance was our banker for over 35 years.  He gave us invaluable help and navigated our company through good and bad times.  Jerry has a rare quality of truly caring about his customers, really people in general.  Since Jerry’s retirement from banking, he has continued to help our business with his financial wisdom and creative mind.  Jerry has lots of positive ideas.”