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.
We review your historical and YTD financials, tax returns, credit history, and ownership structure.
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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 […]
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 […]