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We are a full-service management advisory focused on access to capital for our clients. We develop customized strategies to prepare our clients for the next stage of growth, aligning sales, operations, and fiscal oversight. Our goal? To develop long-game strategies for each of our portfolio companies that strike a balance between short-term growth and long-term performance.

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[rs_split_screen header=”Process” image=”733″]
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We review your historical and YTD financials, tax returns, credit history, and ownership structure.

[/rs_feature_box][rs_feature_box box_style=”style3″ icon=”fa fa-chevron-circle-right” title=”Debt Financing” class=”mt-0 mb-20″ button_link=”|||”]Preparation, submission, and oversight of commercial loan applications, implementation of growth capital.[/rs_feature_box]

[rs_feature_box box_style=”style3″ icon=”fa fa-chevron-circle-right” title=”Financials” class=”mt-0 mb-20″ button_link=”|||”]We implement fiscal processes, develop reporting protocols, and finalize your access to capital goals.[/rs_feature_box][rs_feature_box box_style=”style3″ icon=”fa fa-chevron-circle-right” title=”Tax Strategy” class=”mt-0 mb-20″ button_link=”|||”]Continued oversight to determine evolving capital needs and align with tax returns, submit subsequent applications, certify lines of credit.[/rs_feature_box]
[rs_section_title align=”center” title=” Case Studies ” show_right=”yes” link=”|||”]
[rs_one_post_preview title=”Case Study in Manufacturing II” image=”27″ link=”|||”]Our client manufactures zippers for large public organizations, especially the Armed Forces. Originally from China, he has been in business for 25 years. Gross sales dropped from $6 million in 2008 to $3 million in 2013 due to increasing restrictions on government purchases and equipment malfunctions. In 2013, our client began doing the research to offshore his […][/rs_one_post_preview]
[rs_one_post_preview title=”Case Study in Real Estate” image=”28″ link=”|||”]

Our client owns and manages four single-family rental homes. He has been in business since 2011. Gross rentals for 2014 were $40,251. The company carries mortgages for two of the four properties and wanted to consolidate outstanding loans and leverage existing equity to purchase a fifth property. Their application was declined by a local bank stating complications collateralizing the […]


[rs_one_post_preview title=”Case Study in Food Retail” image=”29″ link=”|||”]

Our client manufactures plastic injection molding for the industrial and electronics industries. He has been in business for 20 years. Gross sales for 2014 were $960,000, after a dip in 2010 and slow steady growth since the Great Recession. Continued offshore competition requires upgrades in machinery to maintain tight margins. GOALS Inventory of current equipment with updated […]


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