BUSINESS FUNDING AND INVESTMENT ADVISORY SERVICES

• Assistance in finding capital for business growth
• Assistance in maintaining and investing capital

Only about 2 of every 100 requests for funding are approved by private capital investors. And even when funding comes, businesses often fail to make plan because they don't guard their capital well.

We can help you by providing the following necessary information BEFORE you submit a funding request:

• Development of a rigorous business plan and compelling "stand out" growth strategy.

• Detailed, executable financial plans.

• Valuation analysis (discounted cash flow, EBITDA, comparable research, multiples, ranges) and ideas about increasing valuations.

• Background and knowledgeable referrals to funding sources including friends and family, angels, early and late stage venture capital firms, SBA, private equity firms, local, regional and national banks, investment banking firms, etc.

• Preparation of your presentations to investors, including quickly (in 5 minutes or less) establish the 4 P's (People, Powerful Market, Probable Execution of Plan, Path to Exit for Investors.)

• Understanding the possible term sheet you may receive, including how much equity you will be asked to give up, pre-money valuation, cap table, dividend treatment, liquidation preference, director controls, anti-dilution provisions, conversion and redemption rights.

• Clear paths to exit, including sale, merger, debt, and IPO planning and execution.