APPROACH

Our Out of The Box Thinking combined with a customized approach to each client, allows us to provide solutions that strengthen your organizations finances.  We do not have a template that we attempt to force our clients into.  Out of the Box is sometimes an overused tagline in the business world.  We develop solutions that blend financial realities with the culture of your organization.  This approach provides you with a creative solution that strengthens your organization.

Some of the solutions we have provided to real clients:

  • Worked with a bank in order to develop loan covenants my client could live with, while allowing the bank to feel its interests were also protected.
  • Developed cash flow models for a manufacturing company, in order to better communicate its cash needs, which resulted in the extension of credit from its bank.
  • Opened lines of communication with a company’s vendors, allowing the business to remain open while developing a re-payment plan.
  • Successful bank negotiations for a Greenhouse to finance an expansion, utilizing the full value of it’s existing collateral. 
  • Assisted a professional service company in redesigning their finance department so they could move the company to the next level.