Services
With our team’s prior experience in corporate finance and investment banking, we have experience constructing and analyzing three-statement projection models (income statement, balance sheet, and cash flow). Projection models can help clients in forecasting the future impacts of decisions on their business. We construct the model and work collaboratively with management teams to input their assumptions in the build-out of the requested model.
Working capital and expansion capital is important for businesses as they finance their growth. Understanding the proper mix of debt and equity capital, and the covenants and requirements of each, is critical as a business expands. Our team assists management teams in looking at their business’s current capital structure and figuring out the right capital solution to keep the business running smoothly.
All businesses are looking for ways to expand. Understanding the costs and benefits of these decisions is critical for management teams in choosing the right project for expansion. Our team uses returns analysis to assist management teams in choosing the right project to expand their business.
Our team is constantly in contact with businesses looking for capital and investors looking to deploy capital. We provide introductions to our clients to businesses or projects looking for investors or investors looking for businesses or projects.
Our team helps businesses, projects and investors in thinking of ways to use the Opportunity Zone tax incentive program, as well as, federal and state historic tax credits (HTC), low-income housing tax credits (LIHTC), new market tax credits (NMTC), and other tax incentives to finance projects and investments.