May 11, 2021

Unless you are a rare company that is self-funded, having enough funding with the right structure is critical to your success. For small to medium sized companies this can be a complicated and time intense process. Cash is the bloodline of a business and having enough cash is critical to keeping your business alive, reducing your stress and providing for your family and community. Very simply we are experts and guide you through the process. Most of our compensation is paid when you obtain the funding. The number of funding sources today are more than any other time. You can get money from banks, asset-based lenders, mezzanine financing, capital equipment financing or private equity. They have different fees, requirements, and structures. Understanding each of these takes time, knowledge and experience. We have experience and resources to help you determine the appropriate source and terms. These maybe some Funding Services you need: New supportive funding source: want to be sure your opportunity is framed correctly with funding sources to get best possible response Second opinion on commercial banking issue Certainty you have complete terms with current funding source and looking for peace of mind. Review current funding proposals from lenders Clarity on where your company stands with current bank A real-life example of success: As a CFO, I had experience working with banks and obtaining financing. I was leading the North American business of a publicly traded foreign company and they were focused on growing their North American footprint. I was tasked with securing a large bank loan without a parent company guarantee. I knew the funding process was going to be challenging and require the right fit with a lender. I reached out to a mentor and he recommended I talk with Mike Sweeney, who had been a banking executive with 35 years of experience and was now helping companies with their financing. He also suggested, I develop a banking pitch deck so I could go to multiple banks. As CFO, I was reluctant to contact Mike because, I felt working with banks was my job and although I had worked on pitch decks, they were never for banks. However, I was already working 60 -70 hours a week and did not know how I was going to find the time needed to talk to multiple banks. I could truly use the help and wisdom to guide me through the process. I reached out to Mike to discuss my needs and we came up with a plan. We secured the funding and Mike’s fee was fair, and most was paid when we received the funding. We used the following process: I created the bank pitch deck, with the funding we desired. Mike and I then identified (6) banks to contact. We contacted the banks and sent them the pitch decks and scheduled discussions. Mike reviewed the term sheets from (4) Banks and I handled the follow-up calls. Once we had clarity and revised term sheets; Mike made recommendations and we determined the finalist. Mike and I finished the negotiations and closed the deal. I worked with our lawyer to finalize the agreement. Mike and I learned we worked well together and had complimentary skills that would help small and medium sized companies obtain their funding, improve financial performance and reporting.   Whether you need help with the entire funding process or part of it we take the weight off your shoulders and give you time to focus on other priorities. You may be a company with full time CFO or without a CFO, we can assist you with the process.