Business / Finance Consulting
Advice that gets you funded
Most financing declines are not about the business; they are about the package. Our consulting team prepares the plan, the projections and the story lenders and investors need, and advises on structure, cash flow and growth so the numbers hold up.
- Lender-ready business plans
- Financial projections and cash flow models
- Financing strategy and capital structure
- Support for buying or selling a business
What we help with
Consulting engagements are scoped to the outcome you need, from a single document to ongoing advisory.
- Business plans and pitch documents for lenders, BDC programs and investors
- Three-statement projections, budgets and cash flow forecasts
- Financing strategy: how much to raise, from whom and in what order
- Financial review before buying a business, and preparation before selling one
- Cost, pricing and margin analysis for growing companies
How an engagement works
We start with a short discovery call to understand the goal, then propose a defined scope with deliverables. Most plans and projections are completed within a few weeks, and we stay involved through the financing application if you want us to.
Integrated with lending and legal
Because consulting sits next to our lending and legal teams, the plan we write is the plan that gets submitted, and the corporate documents lenders ask for are ready when they ask.
FAQ
Common questions
Do you work with start-ups?
Yes. Early-stage plans and projections are a large part of our work, especially for government-backed financing.
Is consulting included with a financing application?
Basic packaging is part of arranging financing. Full business plans, projections and strategy work are separate engagements with a written scope.
Can you help me evaluate a business I want to buy?
Yes. We review the financials, normalize earnings, and advise on price, structure and financing alongside our business law team.
Get started
Tell us about your situation
Share a few details and an advisor will follow up within one business day with next steps and the documents to prepare.
Start with a discovery call
Tell us what you need and we will tell you exactly what it takes. No pressure, no obligation.