OUR SERVICES
We provide institutional-level CFO services for small and emerging businesses on an hourly or retainer basis. Our team excels at solving financing and funding challenges, acting as a versatile financial partner for growing brands.
We’ve successfully raised capital through nearly every channel—SBA loans, equipment leases, private equity, high-net-worth investors, mezzanine debt, and bank financing.
With our strong banking background, we know how to “speak banker” and bridge the gap between entrepreneurs and their lenders—helping each side understand the other’s goals and story.
SERVICES SNAPSHOT
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Secure Financing or Equity Capital
Budget Plans
Lender Negotiations
Real Estate Selection Criteria
KPI Development
Covenant Compliance Issues
Revenue Generation Strategies
Operational Reporting
Lease Negotiations
Internal Control Development
Cashflow Tracking Systems
GL/LL Insurance and Claims
Strategic Planning Implementation
Forecasting Systems
Industry Benchmarking
COMPREHENSIVE SERVICES
With a flexible service structure, we work with our clients to tailor a services model that works best for you, focused around our key areas of expertise.
CFO SERVICES
Fractional and Interim Assignments. Most of our clients hire our firm simply because they have made a conscious business decision that a full-time CFO is cost-prohibitive to their company, and that the combination of a multi-talented resource may better serve them on a fractional basis.
In these roles, our professionals spend anywhere between one (1) to four (4) days per week either on-site or virtually within our client businesses.
RESTRUCTURING
We specialize in guiding companies through capital and liquidity challenges, providing strategic CFO and C-suite expertise in workouts, turnarounds, and debt compliance.
With deep experience in restructuring, lender negotiations, and bankruptcy advisory, we deliver the insight and leadership needed to restore financial stability and confidence.
DEBT & EQUITY CAPITAL SOURCING
We source and structure debt and equity capital through extensive private equity, banking, lending, and investor contact networks.
Our team has guided equity raises ranging from $1M to $2B, managed existing debt restructures, and financings from pre-seed to Series A, B and later round financings. We also advise clients through complex bankruptcy and restructuring proceedings.
ENHANCED LENDER RELATIONS
Our clients have utilized our services to assist at times when greater expertise and experience is needed to work with lending relationships and mitigate covenant non-compliance, violations, etc.
ACQUISITIONS / BUSINESS INTEGRATIONS
Our service professionals have been employed on both sides of acquisition transactions. We have managed due diligence proceedings for acquiring business entities, assisted management in valuing a fair purchase price for an acquisition, and have negotiated extensively with sellers.
Our service providers are business valuation experts, and have participated extensively with the preparation of offering memoranda, evaluating offers on the buy-sell side, etc.