Category Archives: WIMS Client Spotlight

WIMS Client Spotlight Sunny Money Solar

WIMS Consulting Client/Portfolio Company Spotlight: Sunny Money Solar

Sunny Money Solar was recently formed by professionals from within and outside the solar industry. The team has extensive experience with both the positive and the negative aspects of the energy, so they set out to create a much better organization from the ground up. While the company is based in Charlotte, NC, the team is spread across the US and can serve most of the US already.

Not only did they create the best work environment and conditions for their sales and install professionals (which in turn creates the best product for their customers), but they’re also creating an entire community as well. For example, the referral partner program that is launching is going to help generate substantial income and revenue for those involved.

While it may still seem a bit futuristic or cost prohibitive, according to the US Department of Energy, “Solar energy can help to reduce the cost of electricity, contribute to a resilient electrical grid, create jobs and spur economic growth, generate back-up power for nighttime and outages when paired with storage, and operate at similar efficiency on both small and large scales.”

There are so many incentives available right now to encourage more widespread adoption of solar energy that it makes this decision much more compelling. These incentives also reduce the downside risk and increase the upside. If you’re interested in taking a deep dive into the basics of solar energy, you can check out this guide also from the DOE, Homeowner’s Guide to Going Solar.

The team at Sunny Money realized a great opportunity to create an environment in which installment and sales professionals are supported and held to the highest ethical standard. They strive to put the best solar systems together for their clients and ensure the process is smooth from start to finish.

They believe in a core set of principles:

  1. That solar is the wave of the future and with a strong sales and install team, can assist in educating the public and providing a platform to create savings for their customers and enhance the adoption of renewable energy.
  2. That trust and integrity are the only things they truly have and control in this world. They know that once their word is broken, it cannot be undone.
  3. There are many options for going solar, some good and some bad. It is their job to help their customers navigate them and do what is best for them. At times, this may come at the expense of making a sale.
  4. They pride themselves on educating people first and not pressuring them into a sale.
  5. They use only the best installers and the best materials. They do not cut corners in the installation process and will ensure your project is completed in a timely and professional manner. They will be by your side throughout until your system is turned on and generating power.

If you’re interested in learning more about the benefits of solar power, reviewing potential financial incentives within your area, becoming a referral partner, or setting up a consultation, visit https://www.sunnymoney123.com.

WIMS Client Spotlight Lincoln James Capital

WIMS Client Spotlight: Lincoln James Capital

Lincoln James Capital is a commercial real estate firm based in Charlotte, NC, but operating throughout the South East USA, that specializes in arranging debt for their multifamily and commercial real estate clients’ needs. They operate daily to earn their reputation as a customer-focused, honest, and dedicated company. Lincoln James Capital simplifies the process of getting the commercial loans you need, so you can move forward with confidence.

They’ve completed over $1 billion in commercial loan transactions.

Lincoln James Capital Specializes in arranging financing for commercial real estate properties and businesses through their expansive network of lenders. With lots of loan program options to choose from, they offer you mortgage alternatives that suit your specific loan situation. And every aspects of the loan process—from the initial loan application to closing are handled by their carefully selected mortgage and in-house closing experts. This helps to speed up the entire loan process and get you the best mortgage terms within a shorter period. Their ultimate goal is to save their clients time and money!

Their core tenants include:

  • Commercial Real Estate Financing Unleashed – They provide creative financing solutions to commercial property owners through their extensive lender relationships, in-depth market knowledge, and the determination to exceed expectations.
  • Certainty of Execution – In uncertain times, their clients have come to trust that they will deliver on what they’ve promised.
  • Philosophy of Excellence – Integrity. Professionalism. Execution. Their philosophy of excellence demands the highest level of honesty, professionalism, and execution.

Visit their website and reach out to their Managing Partner Sokoni Scott to learn more about how they can help you get the financing you need for your commercial real estate project.

While you’re their make sure to check out their case studies section too!

 

About Mike Simmons & WIMS Consulting

Mike Simmons is the CEO of WIMS Consulting, a consulting firm and full-service marketing and sales agency specializing in marketing strategy, CRM programs, digital marketing, website development, business development, and additional services operating primarily in Charlotte, Miami, Tampa, and Southern California among other cities around the country. The firm’s ventures include equity positions in the following portfolio companies as well: EolianVR, ARRE (Augmented Reality Real Estate), Sunny Money Solar, and LDR BRD.

WIMS Client Spotlight EF Hutton

WIMS Client Spotlight: EF Hutton

EF Hutton is a fast-paced high-growth global investment bank founded by experienced investment professionals that have collectively financed over $250 billion for public and private companies alike. They offer strategic advice and financing solutions to middle market and emerging growth companies across the globe. With the focus of a boutique investment bank and the support of a global syndicate network, EF Hutton is the ideal strategic partner.

The EF Hutton proprietary platform includes hundreds of brokers and over $6 billion in assets under management between the UK and the US, allowing them access to capital across two of the world’s most developed and wealthy markets. Their unique organizational structure affords them access to capital on a transcontinental scale.

  • Large Global Syndicate Network
  • Strong Institutional Fund Network
  • 16,000 Active Clients
  • 500 Finance Professionals
  • $6 Billion Assets Under Management
  • Proprietary Global Network With A Presence In Every Market

At EF Hutton, they conduct all aspects of their business with the utmost integrity. They are dedicated to providing objective strategic advice and financing solutions to companies across the globe.

Powerful Partnerships:

EF Hutton’s dynamic operating structure offers a unique alternative to traditional middle market investment banks. EF Hutton is a division of Kingswood USA, a subsidiary of Kingswood Group (AIM:KWG); the synergies of these divisions and direct access to KWG provides EF Hutton a unique global presence and broad platform outreach. Their differentiated equity platform allows for cross border access to global asset managers, banks, middle market credit funds, family offices, and specialty lenders. Since the founding of EF Hutton in May of 2020, they have found the Kingswood Group to be a powerful partner that shares our vision of rapid expansion.

About EF Hutton

EF Hutton (formerly Kingswood Capital Markets), division of Benchmark Investments, LLC is a global, full-service investment bank headquartered in New York, New York. EF Hutton is a division of Benchmark Investments, LLC, a subsidiary of Kingswood US, LLC, an indirect subsidiary of Kingswood Holdings Limited (AIM: KWG). The synergies and direct access to Kingswood Holdings Limited provide EF Hutton with a unique global presence and broad platform outreach to ensure success for its clients.

About Kingswood Holdings Limited

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed (AIM: KWG) international, fully integrated wealth management firm with approximately 18,000 active clients and approximately $8.7 billion of assets under advice and management. Securities are offered through Benchmark Investments, LLC, Member FINRA/SIPC.

Contact

Joseph T. Rallo, CEO

590 Madison Avenue, 39th Floor, New York, NY 10022

info@efhuttongroup.com

About Mike Simmons & WIMS Consulting

Mike Simmons is the CEO of WIMS Consulting, a consulting firm and full-service marketing and sales agency specializing in marketing strategy, CRM programs, digital marketing, website development, business development, and additional services operating primarily in Charlotte, Miami, Tampa, and Southern California among other cities around the country. The firm’s ventures include equity positions in the following portfolio companies as well: EolianVR, ARRE (Augmented Reality Real Estate), Sunny Money Solar, and LDR BRD.

WIMS Client Spotlight: ClearVision Carolina Real Estate

Using 45+ collective years of experience in real estate, ClearVision Carolina seamlessly guides clients through commercial property purchases and sales. Their specialty is representing an asset to its highest and best use, creating the BEST sale for their clients. Their specialty is infill development opportunities in urban areas of Charlotte, NC. Because they understand the land development process, their success has grown in representing property owners, and Clearvision Carolina Real Estate has grown as quickly as Charlotte.

Commercial property is a science, but they make it easy. They believe that their skills as brokers will create better deals for clients, because their knowledge and active marketing finds the best deal possible for clients when they buy or sell. They work the territory, use their skills, and produce results for clients above and beyond expectations.

Over the years, they have helped clients understand their property, the Charlotte NC market, how buyers think, how sellers think, and how to create value for buyers and sellers using the brokerage services they offer.

Clearvision has been a member of the Charlotte Region Commercial Board of Realtors since 2016, as well as CANOPY MLS Realtor association of Charlotte. They enjoy a business relationship with all other NC REALTORS, and they cooperate with all buyers who may be represented by their Realtor.

They are proud of their Charlotte, NC home and heritage. To inquire about their current properties or to list a property, visit https://www.clearvisioncarolina.com/.

WIMS Client Spotlight: Biotech Accelerated

At Biotech Accelerated, they strive to bring the best health technology to public and private communities all over the world. They are currently and actively delivering solutions for the COVID-19 pandemic by serving private corporations and federal, state, and local governments globally. Their signature product, an at-home COVID-19 test kit, takes much of the burden off of you.

Why test from home?

  • Diagnostic PCR Test with documented >99.5% Accuracy.
  • Purchase to have Test Kits available on hand when needed.
  • Avoid exposure, lines and delays.
  • Results available in 9-24 hours from arrival at lab.
  • Overnight Return Shipping Label & resealable box Included.
  • Free Telehealth Consultation included.
  • On-demand text message customer support included.
  • Electronic HIPAA protected result delivery included.
  • Results are diagnostic valid for medical procedures, travel etc.
  • Insurance reimbursable. We provide Itemized receipt and lab form to submit to health insurance for reimbursement.

Biotech Accelerated walks you through the whole process with simple directions and a hassle-free experience. Check out the Biotech Accelerated website to see why their test kit is the right choice for you, your family, and your business.

WIMS Client Spotlight Blanca

WIMS Client Spotlight: Blanca Commercial Real Estate

Blanca CRE is Florida’s leading independently owned commercial real estate services firm, known for customizing solutions that drive success for their clients while giving back generously to the community and industry they serve.

They deliver outstanding results for their clients by leveraging their superior market intelligence, data-driven research, carefully customized strategies, and excellence in service. Their differentiators –including a client-first approach and passion –have attributed to their phenomenal growth and continued success on behalf of their clients. When you look at their client list, it’s filled with some of the most elite companies operating in South Florida as well.

They are a full service firm that offers a complete spectrum of brokerage and advisory services related to landlord representation, tenant representation, property acquisition and disposition, and property management.

For more details on their service offerings you can click below:

They are a women owned business distinguished by the WBENC Certification, they are proud to be a woman-owned business that maximizes opportunities, builds innovative solutions, and drives results for their clients.

The market reports they regularly publish are second to none and offer a ton of insight surrounding the South Florida market. They also have an office planning tool that is helpful.

WIMS Client Spotlight: Elevate Lifestyle

Elevate Lifestyle recently launched a new website and platform highlighting Charlotte’s popping spots of old and new, upcoming events, and entertainment news. They are committed to helping reinvigorate the hospitality industry and bring the Charlotte area back to life in 2021 and beyond!

Elevate Lifestyle is the leading source in Charlotte for entertainment and lifestyle information and is a proven way to reach a highly desirable demographic. These savvy consumers are brand literate, known for choosing quality merchandise, and are heavy spenders in fashion, lifestyle products, entertainment, and nightlife. This valuable demographic can help brands both invent and re-invent themselves.

Elevate Lifestyle targets the upwardly social, active, and affluent professionals who possess the means for comfort and luxury. Elevate Lifestyle readers are trendsetters between the ages of 25 and 44, who stay on top of the latest information on culture, dining, entertainment, fashion, fitness, lifestyle, and nightlife. They attend the city’s hottest social and sporting events. Elevate Lifestyle readers are the ones to impress.

Some features of Elevate Lifestyle include the “Best of the City” winners, the Top 30 Under 30 Future Leaders of Charlotte, and city guides that dissect areas of Charlotte.

Visit their website at https://elevatelifestyle.com/ to see all Charlotte has to offer and to inquire about possible advertisement, events, and sponsorships.

WIMS Client Spotlight: Stephanie Higgins Fit

Stephanie Higgins Fit provides professional, certified fitness and nutrition programs designed to help you reach and maintain your health and fitness goals. There is no one size fits all dietary approach. That’s why she is here to give you the plan that’s meant for you. She will help you set your goals up for success!

Stephanie Higgins Fit has customized plans for all women and even has specific plans designed for pregnant women ranging from the prenatal to postpartum stages. She offers Premier, Platinum, Prenatal, and Postpartum plans that are sure to get you on the right track physically and mentally. She is based out of South Carolina but has the ability to work with you virtually no matter where you are located!

Check out her website at https://www.stephaniehigginsfit.com/ to see how you can get on track to becoming your best self.

WIMS Client Spotlight: Greater Charlotte Hospitality and Tourism Alliance

The Greater Charlotte Hospitality & Tourism Alliance (HTA) has been the premier voice of our region’s hospitality & tourism industry since it was established by the leaders of the industry in 1994. Over the years, the HTA’s leadership has been vital in efforts that have made our region a premier destination.

They are proud to have been a major part of developing the Charlotte Convention Center, Spectrum Arena, the NASCAR Hall of Fame, $200 million Arts & Cultural Complex, the Carolinas Aviation Museum, the Charlotte Knights Baseball Stadium, the development of the $42M Matthews Regional Sportsplex, the renovation of Mecklenburg County’s Aquatic Center, the Carolina Panthers’ (Bank of America) stadium upgrade, the planned $35 million renovation of Memorial Stadium and many other initiatives which have made the Charlotte region a great travel, event, and convention destination.

Looking ahead, the HTA will be assisting with bringing the 2022 NFL Draft, 2023 ACC Basketball Tournament, 2024 Democratic National Convention, 2024-2030 CIAA Tournament, 2025 PGA Championship, and 2026 Super Bowl to Charlotte.

The top priorities of the HTA are to help members grow their business, encourage tourism and economic development projects, and support community and region-wide initiatives. With the goal of creating the best informational and networking events in the Charlotte area, HTA’s relationship building meetings and events have annually included:

  • Quarterly General Meetings
  • HTA’s Annual Dinner & Gala Event
  • HTA’s Annual Business Showcase
  • Annual Candidate’s Reception
  • Spring, Summer, and Autumn Golf Tournaments

The HTA is proud to have served a large variety of businesses in the Charlotte area for more than two decades, proud of their vast accomplishments, and honored to have the most active members as indicated by their remarkably well attended and successful events. Their members’ active involvement is a reward for the work done on their behalf and a testament to the value of an HTA membership.

If you are interested in joining a business development organization whose mission is to “help its members grow their business,” check out their newly designed website by visiting www.charlottehta.com or call the HTA office directly at (704) 331-0079.

WIMS Client Spotlight: The Agape Network

The Agape Network is a non-profit, non-denominational faith-based 501(c)(3) organization. It specializes in a comprehensive, integrated healthcare system that addresses the multifaceted health issues experienced by individuals and families today.

The Agape Network’s mission is to “Restore individuals and families to psychological, social, physical, and spiritual health.” Recognizing that every person was made by a loving Creator who intends for their life to be full and purposeful, The Agape Network offers integrated comprehensive quality care services rooted in compassion, hope and faith, with a belief that, by the grace of God, every individual can reach their full potential.

Located in Miami-Dade County, The Agape Network’s facilities include a six-acre community health center with residential inpatient and outpatient services located in Allapattah, an eight-acre campus located on Old Cutler Road, and various on-site locations across the county.

The Agape Network provides holistic, value-based quality care through a patient-centered medical home for a total wellness approach, incorporating treatment modalities that heal the body, mind, and spirit.  With highly experienced care teams of more than 150 staff members, including physicians, board certified addiction specialists (child and adult), psychiatrists, therapists, licensed clinical social workers, care managers, chaplains, intake team, advanced nurse practitioners, benefits eligibility determination specialists, registered dieticians and peer specialists, they are uniquely qualified to serve people with complex behavioral and physical healthcare needs.

Utilizing a treatment approach that addresses the whole person, they integrate behavioral health services, primary care services, and manage transitions of care across a broad range of healthcare continuums, hospitals, criminal justice systems, and community-based systems of care. Since 2008, they have followed the patient-centered medical health home model that coordinates care of individuals’ overall wellness using a team-based clinical model that includes clients, providers, and family members in-home on-site.

Visit www.theagapenetwork.org/ to learn more about how The Agape Network can assist you or a loved one.