Institutional Excellence • Modern Automation

AI-Enabled
Business Growth
& Financial Advisory

Edgewood Capital Group helps entrepreneurs and growing businesses improve operations, strengthen financial positioning, implement AI systems, and scale with confidence.

Modern glass office building at dusk representing institutional financial expertise

$B+

Transaction Exposure

Real estate & lending volume

20+

Years Experience

Finance, lending, capital markets

AI

Modern Systems

Automation, content, reporting

360°

Business Support

Marketing, credit, projections

MBE Certified — New Jersey
SBE Certified — New Jersey

What We Do

A modern advisory platform for founders, operators, and investors.

Automate repetitive business workflows

Improve marketing, content & customer engagement

Prepare projections, pro-formas & business plans

Strengthen credit, accounting & financial readiness

Use AI tools responsibly across daily operations

Combine institutional expertise with execution

Core Services

Business & Financial Support

Integrated services designed to help business owners improve visibility, financial organization, operational efficiency, and growth readiness.

01

Marketing Services
Strategy, content, and digital footprint optimization for growing brands.
  • Social Media & E-Commerce
  • Campaign Execution

02

Credit Repair
Comprehensive analysis, dispute filing, and long-term credit building.
  • Report Analysis
  • Financial Counseling

03

Projection Preparation
Revenue forecasting, financial modeling, and growth planning review.
  • Cash Flow Projections
  • Pro-Forma Statements

04

Business Coaching
One-on-one mentorship in operational efficiency, scaling, and execution.
  • Plan Preparation
  • Growth Strategy

05

Accounting Services
Bookkeeping, QuickBooks training, and internal control development.
  • Tax Preparation
  • Bank Reconciliation

06

Funding Readiness
Loan packages, investor decks, and SBA-ready financial documentation.
  • SBA Readiness
  • Investor Decks

07

Residential Real Estate Financing
Loan solutions for single-family, multi-family, and investment residential properties nationwide.
  • FNMA / Freddie / FHA
  • DSCR & Fix-and-Flip
  • Foreign National Loans

08

Commercial Real Estate Financing
Capital for acquisition, construction, and refinance across commercial asset classes.
  • Construction & Renovation
  • Medical Office & Church
  • $500K – $50MM+ Loans

09

Business Financing
SBA and conventional business capital to fund acquisition, equipment, and working capital needs.
  • SBA 7(a) & 504 Loans
  • Equipment & Franchise Financing
  • Working Capital Lines

10

Legal Services
Strategic legal support for business formation, compliance, and contracts — by an attorney licensed in NY & NJ.
  • Entity Formation & Structure
  • Licensing & Compliance
  • Contracts & Lease Review

Capital Lending Division

Lending Without Limits. Built Around You.

A private mortgage banking division delivering creative, fast-moving capital solutions for strategic real estate and business. Whether you’re closing on a commercial property, developing new construction, or navigating complex financing needs — we help you get it done.

What Makes Us Different
Flexible capital, strategic structuring, real results — beyond the limitations of traditional banking.
  • Fast closings and minimal documentation
  • Loan sizes from $500K to $50MM+
  • Traditional and non-traditional structures
  • Nationwide lending for all asset classes
  • Creative solutions for high DTI, foreign nationals, and more
  • SBA & business financing expertise for growth-stage companies
Real Estate Loan Programs
A comprehensive menu of financing options supporting a wide range of strategic real estate projects.
  • Hard Money Loans
  • Construction & Renovation Loans
  • FNMA / Freddie Mac / FHA Conventional Loans
  • Fix & Flip Financing
  • DSCR Loans for Investors
  • Medical Office & Church Loans
  • Foreign National & High DTI Solutions
  • Yacht, Aircraft & Art Lending (Luxury Assets)
  • Private Placement Capital & Business Loans
Business & SBA Financing
Government-backed and conventional business financing solutions for growth, acquisition, and expansion.
  • SBA 7(a) Loans – Working capital, expansion, & acquisitions
  • SBA 504 Loans – Commercial real estate & equipment financing
  • Business Acquisition Loans
  • Equipment Financing
  • Franchise Financing
  • Working Capital Lines of Credit

Backed by 20+ years in lending and deep relationships with private investors, capital partners, and institutional funds — we act quickly and fund deals that others can’t. Let’s structure a deal that moves you forward.

Procurement Solutions

Government & Private Entity Supply Services

Comprehensive procurement solutions for government agencies and private organizations. We source, deliver, and support the operational resources your team needs to function at peak efficiency.

Office & Administrative
Essential supplies and equipment to keep your office running smoothly, from daily consumables to major infrastructure.
  • Office supplies (paper, pens, toner, folders)
  • Furniture (desks, chairs, filing cabinets)
  • Computers, monitors, peripherals, and IT hardware
  • Printers and copiers
IT & Technology
Complete technology procurement from software to hardware, ensuring your infrastructure is secure, connected, and up to date.
  • Software licenses
  • Networking equipment
  • Cybersecurity products
  • Cables and accessories

Serving government agencies, private corporations, educational institutions, and nonprofit organizations with competitive pricing and reliable fulfillment.

Request a Procurement Consultation

AI Solutions

High-demand AI services for modern businesses.

Services businesses are actively using to reduce costs, improve productivity, and grow revenue.

01

AI Business Automation
Workflow audits, automation strategy, CRM and document automation.

02

AI Marketing & Content
Social content, email campaigns, ad copy, SEO, and brand messaging.

03

AI Customer Service
Chatbots, FAQ automation, lead qualification, appointment booking.

04

AI Financial Analysis
Forecasting, dashboards, KPI tracking, and cash flow review.

05

AI Sales Systems
Lead generation, CRM setup, funnel automation, proposal drafting.

06

AI Training
Workshops on ChatGPT, Claude, prompt strategy, and responsible AI.

07

Real Estate AI
Underwriting workflows, property analysis, investor reporting systems.

08

Grant & Funding AI
Research support, readiness prep, investor decks, business plans.

09

AI Policy & Governance
Internal usage guidelines, permissions, quality control standards.

Popular Offers

Service packages businesses understand and buy.

Available as one-time setup projects, monthly retainers, or workshops.

01

AI Business Audit
Workflow review, automation opportunities, and a practical roadmap.

Best for businesses unsure where to start.

02

AI Marketing Engine
Repeatable content, email, social, and campaign workflow.

Best for service businesses and local brands.

03

AI Client Follow-Up
Lead capture, CRM, email/text follow-up, and scheduling.

Best for sales-driven businesses.

04

Financial Readiness
Projections, pro-formas, business plans, and funding packages.

Best for companies seeking loans, grants, or investors.

05

Business Operating System
Tasks, SOPs, reporting, and workflows in one operating system.

Best for owners who need structure.

06

AI Training Workshop
Practical AI for productivity, marketing, finance, and operations.

Best for companies and small business programs.

Credit & Identity Protection

Credit Monitoring & Identity Theft Protection

Discover ways to improve your credit by getting access to all three credit reports and credit scores.

  • Access all three credit bureaus
  • Real-time credit score tracking
  • Identity theft alerts & protection
  • Personalized credit improvement tips
Get Started Now

Better Loan Rates

Higher credit scores unlock lower interest rates on mortgages, auto loans, and business financing.

Faster Approvals

Clean, monitored credit profiles speed up funding and reduce underwriting friction.

Peace of Mind

Identity theft alerts catch threats early — before they damage your financial reputation.

How We Help

A simple process designed for practical execution.

01

Process Review

We review operations, tools, team workflow, and repetitive tasks.

02

Opportunity Assessment

We identify where AI creates the most immediate efficiency.

03

Implementation Plan

Practical tools, workflows, and automation steps for your goals.

04

Training & Optimization

We train the team, refine workflows, and improve systems.

Leadership, Tax & Legal Professionals

Backed by institutional financial experience.

James S. Dorcely, Managing Partner of Edgewood Capital Group

Managing Partner

James S. Dorcely

Real estate finance professional & former investment banker

James is a real estate finance professional and former investment banker with more than 20 years of experience in mortgage lending, capital markets, financial consulting, and business development.

As Managing Partner, James specializes in structuring residential and commercial financing for first-time homebuyers, entrepreneurs, investors, and developers — contributing to billions of dollars in transactions at major institutions.

Institutional Experience

CitibankJPMorgan ChaseTIAA
HE

In-House Tax Professional & CPA

Hudson “Ace” Etienne

EA, NTPI Fellow, CTC, RFC, ATA, ATP • Federal Tax Practitioner

Ace is a federally authorized tax professional and in-house CPA for Edgewood Capital Group. He is an Enrolled Agent (EA) — enrolled to practice before the Internal Revenue Service and State Agencies — and brings deep expertise in tax strategy, resolution, and planning.

His credentials include the National Tax Practice Institute (NTPI) Fellowship, Certified Tax Coach (CTC), Registered Financial Consultant (RFC), Accredited Tax Advisor (ATA), and Accredited Tax Preparer (ATP). Ace provides our clients with trusted, high-level tax counsel and compliance support.

Credentials & Affiliations

Enrolled Agent (EA)NTPI FellowCTCRFCATAATPIRS Authorized
SH

In-House Attorney

Steve G. Hockaday, Esq.

Licensed Attorney in NY & NJ

Steve is an experienced attorney licensed to practice in New York and New Jersey, serving as in-house counsel for Edgewood Capital Group. He provides strategic legal guidance on business entity formation, corporate structure, and governance.

His practice includes drafting and reviewing commercial contracts, real estate lease agreements, and operational agreements. Steve also monitors licensing, certifications, and compliance requirements to help clients maintain good standing and reduce liability.

Practice Areas

Entity FormationContract DraftingLease ReviewCompliance MonitoringNY & NJ Licensed

Industries

Built for the businesses we know best.

Small Businesses
Local operators, retail, restaurants, and professional firms.
Entrepreneurs & Startups
Planning, projections, marketing, credit, and launch strategy.
Real Estate Investors
Modeling, underwriting, investor reporting, funding readiness.
E-Commerce Businesses
Digital marketing, AI content, customer workflows, scaling.
Developers & Contractors
Business planning, financial readiness, and operating systems.
Growth-Stage Companies
Strategic execution, AI implementation, financial infrastructure.

Contact

Ready to scale with confidence?

Strengthen your business, improve your financial positioning, and implement modern AI-enabled systems. Contact us to discuss marketing, credit repair, projections, coaching, accounting, funding readiness, or AI automation.

Direct Line

917-204-5116

Partner

James S. Dorcely

Managing Partner