Capital Raises

We help growing companies raise capital.

Our experience encompasses all aspects of the process and we also have our own network of investors.

We have the essential tools and knowledge to develop, structure and manage your expansion, including Intellectual Property and brand valuation expertise.

Our Focus

  • Advise Companies on Ideal Structure for Capital Raises

  • Prepare Executive Summary & Pitch Deck for the Offering

  • Select Suitable Investors/Lenders

  • Develop & Execute Direct Communication to Targeted Capital Sources

  • Coordinate & Facilitate Communication with Interested Investors/Lenders

  • Assist in Deal Negotiation, Documentation & Closing

Mergers & Acquisitions Consulting

We are privileged to work closely with many companies on a regular basis which affords us the unique position of being one of the owner’s most trusted advisors.  This close relationship allows us to be a key participant in a business acquisition or sale.

We “Drive businesses to financial success” AND help owners drive enterprise value.

Our CFO becomes an important person to facilitate mergers/acquisition, preparation for sale of the business, or transition to the next generation.  We work steadily with business brokers, appraisers, and attorneys on the owner’s behalf while being actively involved in the strategic planning and developing of exit plans.

Our Focus

  • Valuation Analysis

  • Due Diligence & Transition Management

  • Post-Acquisition Transition

Capital Raises Quote

Request a custom quote or attend a demo of our accounting software. Call (916) 645-9744.