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Finding and commercial loan services
Exit planning
We ascertain your exit goals, develop a schedule of assets, calculate the required level of replacement income, and plan for asset allocation needs to match that replacement income in order to write a clear exit plan that align strategic interests with available exit options.
Commercial loan broker
We ascertain business goals, review budgetary requirements, develop a schedule of available debt capital sources, calculate the projected borrowing burden on future net working capital, and assist with filing for debt financing such that budgetary requirements are met without over-constraining future net working capital.
Photo - sit-down with founder and their family with diagrams on screen over a cup of tea while smiling.
PE finder
We make introductions between capital partners and founders seeking private equity financing without participating further in making an offer or negotiations. However, we may mediate negotiations as a neutral third party if requested. Our introductions are based on our proprietary methodology for identifying likely matches.
Looking at projected graphs comparing NWC to borrowing cost.
Introducing two people who are shaking each others' hands.
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