Fueling Growth, One Success Story at a Time

At Oakmont Capital Services, we specialize in helping small and medium-sized businesses secure the financial fuel they need to thrive—from equipment financing to working capital solutions. This collection of case studies showcases the real-world impact of our support, highlighting how entrepreneurs across industries have overcome cash flow challenges, expanded operations, and seized new opportunities with confidence. Each story is a testament to the transformative power of tailored financial solutions—and the partnerships that make it possible.

Customer Testimonial

Dustin Breiwick, President
Top Notch Equipment

Working Capital Case Study #1

Caleb Grimes, Owner
GCM Construction LLC, Montgomery, OH

Equipment Finance

  1. Two pick up trucks
  2. Backhoe
  3. Service truck

Working Capital

  1. Materials and inventory
  2. Cashflow management (AR)

Small Business Success

This site prep/contractor business partnered with OCS to pivot from residential only business to commercial contracts with equipment finance and working capital loans, while building business credit.

Working capital is what took our business to the next level. We now have more commercial clients and jobs than residential ones. This is because we could say ‘Yes’ to oncoming jobs without having to worry about how to get them started; there was no lull in funds and therefore no lull in progress!
– Caleb Grimes

Working Capital Case Study #2

Dr. Janelle L. Davison, Optometrist and Founder
Brilliant Eyes Vision Center, Smyrna, GA

Equipment Finance

  1. Laser
  2. Exam Lane
  3. Camera and Autorefractor

Working Capital

  1. Loan for office expansion
  2. Loan for cash flow safety net for initial operation

Small Business Success

Dr. Davison partners with OCS for equipment financing and working capital to help make her business visions come true.

OCS’ unwavering dedication ensured that we secured the necessary funding at a favorable interest rate. OCS has become my trusted funding partner for my future business needs and projects.
– Dr. Janelle L. Davison
Working Capital
Working capital loans can be used in various ways and customized to align with a company’s specific cash flow needs.

Preventative Maintenance

Purchasing Inventory

Project or Bridge Financing

Slow Accounts Receivables

Managing Seasonality

Equipment Repairs

Expanding or Remodeling Facilities

Advertising and Marketing Promotions

Unexpected Expenses

Case Study: Equipment Financing

Roger Schmidt, Owner
Code 3 Outdoors, LLC, Lexington, SC

Financed in
2016

Financed in
2020

Financed in
2023

The freedom of being my own boss is one of the most rewarding things I’ve experienced, and Oakmont Capital Services has helped me accomplish this.
– Roger Schmidt
Equipment Finance
Taking out an equipment loan is a common practice for many small business owners. Financing is used to buy heavy commercial equipment, titled vehicles, heavy machinery, and more.

Industries:

Construction

Sweeping

Landscape & Tree Care

Site Prep Excavation

Tool Trucks

More

Equipment:

Track Loader

Excavator

Directional Drill

Scissors/Boom Lifts

Optical Equipment

Street Sweeper

Chipper

Trucks

More