Navigating Commercial Real Estate Financing & Retirement Planning with Jay Biss

Speaking with Steph

This week Stephanie Rodin speaks with her guest, Jay Biss. The two talk about the one-stop-shop in Valley Bank’s services offered, the intricacies involved in financing commercial real estate, and advice on the subject of retirement.

In this episode, we discuss:

• What services Valley Bank provides for small businesses

• What issues regularly present themselves in financing real estate

• How he manages to be the quarterback, coach, and wide receiver for his clients

• Who you want in your corner when purchasing commercial real estate

• What the bank requires to be able to make it to the closing table

• The question that is always asked at the beginning of a transaction

• How best to set yourself up for retirement, as far as earlier agreed upon terms in purchased property

• Advice in finding the right banker for you

Jay Biss is a Business Banker at Valley Bank. His primary focus is on helping businesses obtain financing for investment (multi family and/or mixed use as well), commercial real estate, lines of credit for working capital, term loan requests for businesses, equipment financing, as well as providing solutions for their everyday cash management needs.

Biss has an amazing network that has enabled him to become a trusted resource for his clients, and if he can’t do something directly, most likely he knows someone who can. He has built his reputation on speedy response time, and excellent customer service. Having been a business owner, and helping others run their business, he understands what it’s like to be a business customer of the bank.

LinkedIn: https://www.linkedin.com/in/jaybiss/