I typically begin working with companies to help with financing needs. This process begins with a summary of historic and projected financial statements and an evaluation of the appropriate bank and financing for the company.
The financing can include lines of credit, term loans for build out and equipment; tax-exempt bond financing and owner occupied real estate financing.
From these beginnings, the work expands to include management of the accounting operations, resolving issues with tax authorities and a focus on the how the future can look for the company.
Significant client company experience includes:
Food service equipment service and repair
Independent furniture dealer
Software solution sales and service
Digital Equipment sales, installation and service
Equipment manufacturing and sales
Retail/wholesale computer equipment
Multi location fast casual food service
Baker and wholesale food sales
My tenure with my clients ranges from 5 to 12 years. Several of these clients have seen significant growth in revenues and profits. As clients age, grow and succeed, I often work with them during negotiation, due diligence and sale of their business.