A review is first completed of current conventional banking relationships then the following alternatives are reviewed with the business owner:

Expanded Bank and Other Commercial Lending Resources

  • Accounts Receivable Financing
  • Purchase Order Funding
  • Inventory Finance
  • Factoring
  • Equipment Leasing/Leaseback
  • Debtor-in-Possession (DIP) Financing
  • Mezzanine Debt & Subordinated Debt Financing
  • Potential Strategic Partners
  • Investment Banking Resources
  • Private Equity Firms
  • Individual Private Equity

After completing the capital needs review a strategy for acquiring the capital is implemented. The strategy not only addresses the short term needs of the business but additionally, lays the groundwork for the ongoing capital needs that are projected for the life cycle of the business.

Business owners generally need capital for the following:

  • Build Business Value Through Growth And Expansion
  • Build A Quality Management Team
  • Expand By Acquisition Or Merger
  • Finding Capital To Sell A Business To Management

Every situation is different and requires its own review of the alternatives.
– See Capital Resources