Budgeting, Forecasting, Valuation, Strategy or Banking and Financing
💰 Let’s take your finance game to the next level
We scrutinize every figure for optimum financial success. We cannot change the past, but with our advice, most of our clients say the cost of the consultation pays for itself many times over.
Financial Modeling and Forecasting
This goes hand in hand with the Financial Statement Analysis and is the next logical and profitable step. We build a full 3-statement financial model that forecasts your company performance – very useful for long term management, and your lenders will love these as well.
Banking Consultation
We can assess your current business banking relationship and provide market-data to benchmark your company needs to what your financial institution is providing.
Business Valuation
We can assess your business current value based upon Enterprise or Equity Value and provide you with tools to evaluate buy/sell or capital opportunities.
Financing Consultation/ Placement
With access to hundreds of lenders nationwide, we can assess your current financing need and provide funding through some of the nation’s leading lenders.
Optimize your debt/equity stack with our guidance.
- Start-Up Financing
- Private Equity
- Commercial Real Estate
- Owner Occupied
- Income Investment
- Construction
- Fix & Flip Investors
- Bridge Loans
- Equipment / Vehicles / Fleet
- Working Capital Revolver
- Credit Card
- Unsecured
