Services
The main reason businesses fail is under capitalization. A proper business plan is a major key to raise your required capital. Regardless if it is for a new business, for expansion, restructuring or an acquisition, proper documentation and a well prepared business plan is mandated.  Our three Phase outline  highlights our approach to assure your request for financing is handled professionally  and also to assure the investor that you have the necessary financial controls in place to implement your plan.

Three Phase Approach

PHASE 1 PLANNING AND VALUATION 

 Due Diligence Review
 Financial and Operational Analysis
 Development of a Monthly Business Plan
 Development of a Long-Term Business Plan
 Valuation of the Company
 Obtaining Capital or Debt Financing

PHASE 2 IMPLEMENTATION

 Audits and Development of Internal Controls
 Forecasting
 Competitive Analysis
 Marketing Review
 Headcount/ Productivity Analysis
 Product Planning
 Pricing  Analysis

PHASE 3 MAINTENANCE AND ONGOING SUPPORT
 Advisor to Key Managers
 Business Coaching

Financing Sources

We have working relationships with many investors / lenders.

They have confidence  that any financing request we present to them has been though a rigid due diligence process and that management is prepared to back their request. As a result, we can assist in strategies to maximize capital and minimize dilution.

Our financing sources have available

• Mezzanine Financing
• Asset Based Lending
• Receivables Financing
• Cash Flow Lending
• Convertible Debt
• Private Equity
• Venture Capital
• Seed Capital
• Distressed/Workouts
• ESOPs

"Yesterday's cheers have a short echo." Stay Creative. Remember what got you here.