Business Plan

Equity Investments

Business Consulting

Helping to outline and complete a full business plan including, budget forecasting, executive summaries and financials.

We align ourselves with many of our clients taking equity stakes or being paid through equity for our consultancy services.

Providing advice for business formation, management consultation, and tax planning

Banking Strategy

Business Leadership

Funding Strategy

Our relationships with local small business and venture banks allow us to leverage in our client's favor.

We can act as the CFO or Controller on  interim and longer-term consultation basis to help increase stability in both Start-Up and mature businesses.

Understanding what you need and when helps to formulate an approach for lending to meet the business goals.