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A dynamic business plan that maximizes financial performance and strategic growth initiatives combines expert planning with effective capital allocation. This helps businesses optimize their resources while pursuing long-term benchmarks and goals.

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The core of this service is developing a detailed business plan that outlines a company's objectives, strategies, and financial projections. We collaborate closely with leadership or potential buyers to craft a tailored roadmap that addresses essential components such as detailed market analysis, operational strategies, and financial forecasts. The plan serves as a vital tool for attracting equity and debt investors while also guiding the company's growth trajectory and financial goals.

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Simultaneously, we evaluate the company's current capital structure and financial position to evaluate efficiencies and ensure maximum returns on invested capital. When applicable, we identify alternative capital sources that may be more efficient and effective for the business's needs. The result is a capital structure that minimizes the cost of capital while maximizing the company's ability to fund strategic initiatives and respond to market opportunities.

Overview
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Business Planning & Capital Efficiency

Develop strategic business plans and determine optimal capital structures while driving growth and financial performance.

HOW WE HELP

How We Help

Business & Operational

Due Diligence

Take an unbiased approach to assessing all of the managerial, operational, financial, and asset functions to unlock value and uncover challenges.

Financial Modeling

& Analytics

Assess the small business and its viability through modeling and financial projections that help evaluate risk and opportunities across multiple scenarios.

Business Plan

Development & Validation

Evaluate all of the strategic, financial, operational, and managerial functions that are crucial to small business success, and endorse or identify modifications.

Optimal

Capital Structure

Isolate an optimal funding structure that combines efficient debt and equity capital usage to drive return on investment and identify sources to fund the strategy.

Business Valuation

& Value Validation

Draw on deep, cross-industry experience and multi-disciplinary analysis to ensure that the value placed on a business is clear, fair, and investible.

Loan

Packaging

Identify the optimal capital structure that leads to maximum efficiency and return on investment and generate a pre-approved investor/lender package.

Inventory 

Asset Appraisals

Understand the value of inventory and other assets by from taking a physical inventory to appraising its value to measuring the Net Orderly Liquidation Value.

Asset Optimization

and Recovery

Measure asset performance to ensure they are generating the highest returns while monetizing excess to increase turnover, drive cash flow, and enhance value.

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