Steps 1 and 2 to Success
What are the steps to success?
Need Money? Increase Bonding Line? More Profitability? Improve Operations?
Increase Productivity?
Step 1: We Take A Business Inventory
- What are the cash flow needs?
- What are the bonding needs?
- Are you bankable?
- What’s the inventory position?
- What assets are “lendable”?
- Equipment? Real Estate
STEP 2: Clean-Up Company Books & Operations
- Assist Personal Credit Repair
- Assess Accounting Practices
- Evaluate Debt Reduction Options
- Make “Bankable” Presentation
- Help Increase Bonding Line
- Meet Diverse Company Needs
Step 3 to Success
STEP 3: Meet with Lenders
- Using a professional group ensures a more accurate business evaluation
- The Case Team knows what lenders are looking for and speaks their language
- Lenders prefer working with companies that have professional representation
We Qualify the Right Lender:
- Do they like your industry?
- Do they want a relationship?
- Do they have lending flexibility?
- Do they understand your growth needs?
- Will they be here tomorrow?
step 4 to success
STEP 4: Evaluate Long-Term Planning
- Create a strategic plan for short-term & long-term growth
- Identify any Research & Design or Energy Tax Credit opportunities
- Develop an Exit Strategy
It is not unusual for a business to get stuck in day-to-day operations and fail to adequately plan for the future. Anticipation of a company’s future needs, from cash flow requirements, new product or service development or operational strategies to ensure efficiency and proper manpower utilization is paramount… That’s what The Case Team is for!