NOW CFO provides assistance in accessing debt or equity capital to help your business grow and succeed. Our advisors have relationships with banking and investment groups that can help you access the funds required for your business. We have knowledge of the expectations of these institutions. Our advisors prepare the specific funding package to get your transaction closed!
What is your situation?
- You have no experience accessing debt or equity capital.
Our advisors have experience in a multitude of debt and equity transactions. We are confident that regardless of your transaction we have the resources to get your deal closed efficiently and in a cost effective manner.
- You need to renegotiate your line of credit or term loan.
One of the biggest pitfalls to renegotiation is coming to the negotiating table unprepared. Our advisors will prepare your funding package to accurately and concisely present your financial position to lenders. We have relationships with a range of funding institutions which will provide you with the best of options and the strongest position for negotiation. We will find you a solution that fits your situation.
- Your business has undergone significant changes, restructuring, reorganization, de-merger of operations, an acquisition, or changes in accounting policies and you need to understand how your results should be presented to investors or lenders.
Providing investors or creditors with an understanding of your financial position is very important to their comfort in this process. There are situations when that becomes complicated. NOW CFO offers what is called a “Quality of Earnings”. We develop a standard run-rate for your business which would exclude infrequent and anomalous events. This effectively provides a normalized run-rate for your business that provides visibility into past and future expectations for investors and creditors.
- You need to access new capital to grow your business.
Accessing capital is both time consuming and costly. Our advisors will provide a concise understanding of your options to determine what type of funding is right for you. This will create efficiency in the process and get you funded quickly. We can answer the questions that convolute this process.Is debt financing the right option for you?
What does it really mean to take on an equity partner?
How will this affect your tax situation or the on-going management of the company?
How much do you need in funding?
Let us walk you through the bank underwriting process and provide clarity.
- Your current lending institution is pushing for more information than you are able to provide.
One of the biggest problems we see between clients and their creditors is the “back and forth” on requests that become overwhelming and time consuming. Our advisors know exactly what your lending institutions need for covenant compliance or to finish the deal. Whether that is a detailed listing of customer receivable aging, or a detailed historical margin analysis, we can provide a solution.
- You need additional knowledge and resources because management time will be fully stretched during the process.
You and your staff can quickly become stressed due to all-consuming tasks of acquiring funding. We provide your business with the resources needed to keep you on track and to get you the funding you require.
- Your renewal of your credit agreement was denied due to lack of financial information or consistency of your financial information.
Our advisors can work to report your results in an accurate and consistent presentation. Infrequent and unusual circumstances need not confuse or convolute your financial results. We provide a form of analysis that helps readers understand the standard operating income of your organization by separating unusual and infrequent transactions.