The Case Team
The Case Team
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  • Steps to Success
  • Value Assessment
  • Team Leaders
  • Support Team
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    • Home
    • Steps to Success
    • Value Assessment
    • Team Leaders
    • Support Team
    • Testimonials
    • Contact Us

  • Home
  • Steps to Success
  • Value Assessment
  • Team Leaders
  • Support Team
  • Testimonials
  • Contact Us

Steps to Success

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

Steps 1 and 2 can take 30-90 days depending upon the condition and response time of the company.

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!

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