We Believe… We believe that there is valuable information left out of traditional financial reporting. A financial reporting process should be a seamless system that creates a uniform understanding from management, all the way through to the lender. It should be easy for everyone to have a clear understanding of the company’s current financial position and the actions needed to achieve success. We offer a valuable modeling system solves this problem and creates opportunities for companies to have access to capital and prosper. Our Clients Are… Our clients fall into two categories, growth companies and stressed companies. Growth companies – these are companies that are trying to achieve an aggressive growth rate. They face the challenge of needing financing now and needing financing in the future. They need a strong banking relationship that understands the growth challenges and dynamic financing needs. Stressed Companies – these are companies that are feeling pressure. The pressure usually comes from the bank in the form of light, medium or aggressive pressure. Light pressure usually comes in the form of suggestions that financial performance needs to improve. Medium pressure is the same as the light pressure with the added focus and questions around a forward-looking financial plan. Aggressive pressure is when a company is in work-out and the bank usually is looking for the company to seek financing from another lender or face some sort of foreclosure proceedings. How do we achieve results? We deliver financial modeling systems that are second to none. This is a constant improvement process that makes and keeps the company on the lender’s “A” list, not just in prosperous times, but also in challenging times, knowing that everyone has the same understanding of financial results and risk management.
