Financial management as reflected in profitability, cash management and capital structure are critical to the success of every business and organization. Cash flow is the lifeblood of every organization.
We have worked with large international corporations as well as privately held corporations in achieving as well as maintaining their financial objectives.
- We developed financial planning and monitoring systems for several companies that assisted these companies in gaining control of their financial activities and effectively executing their financial decisions.
- We managed the financial function for several companies as chief financial officer on a contract basis.
- An urgently needed financial plan was developed that identified areas for significant cost reduction and cost control in a rapidly growing insurance company.
- We performed cost reduction engagements for clients that reduced costs, increased productivity while increasing the organizations’ overall efficiency and effectiveness.
Our role as intermediaries between our corporate clients and financing institutions is critical to the success of our clients. We know the market and requirements of lenders.
We are able to navigate and negotiate the process enabling our clients to achieve their financing goals in a timely fashion and at the most cost effective rates.
- We negotiated lines of credit for companies.
- We developed project financing for clients that enabled them to expand their business.
- We developed real estate project financing to acquire and rehabilitate multi-unit housing for a not for profit organization using a combination of private and governmental funding sources both equity and debt.
- We managed New Market Tax Credit financing project for a client.
- We assisted in merger negotiations for two public accounting firms.
- We assisted a major public opinion research firm in obtaining lease financing to acquire a major telecommunication system for all its locations
- We assisted numerous clients in securing financing and more importantly identifying the type and amount of financing needed.
- We developed acquisition financing for clients that enabled them to acquire a company.