Our Financial Guidance practice area will assist you in obtaining the financial resources required to support your growth initiatives and effectively manage them.

We actively guide you in the financing process rather than acting as a broker.

Sources of capital (lenders, investors, grant issuers, licensees, acquirers) make their decisions based largely on the strength of the business owner or CEO, so it has been our experience that having someone in an intermediary role only lengthens the process. Our focus, therefore, is on assisting you with managing the complexity of raising outside capital or generating it internally with the goal of making you as efficient, flexible and effective as possible.

In our Financial Guidance practice area, we can assist with all aspects of supporting the financial health of your company. Our Financial Guidance team can help you:

  • Develop an integrated financing strategy that considers all potential sources of financing;
  • Develop a business plan or placement memo to use with outside sources of capital;
  • Determine a valuation for your business and assist with building an appropriate deal structure for a financing offer;
  • Perform a pre-due diligence audit to allow you to correct any deficiencies in your business before presenting to a banker or potential investor;
  • Anticipate the capital needs of your business during its growth process and implement procedures and benchmarks to effectively manage your working capital;
  • Train you and your team on the fundamentals and best practices of financial planning and the management of working capital.

Our consultants in this practice area:

  • Are experts in all mechanisms for financing a business venture, including: grants, institutional loans, angel financing, venture capital, licensing, strategic alliances, usage of internal funds and merger/acquisitions;
  • Have successfully managed the financial needs of companies through the growth cycles;
  • Always apply the Growth Equation™ (Innovative Thinking, Customer Focus, Integrated Planning) to every assignment;
  • Are fully committed to the Telaric Alliance promises.

Financial Guidance services:

  • Financing Strategy
    • Internal cash flow
    • Grants
    • Debt proposals, structure and covenants
    • Equity
    • Licensing
    • M&A
  • Business plan and placement memo development
  • Financial modeling
  • Valuation and deal structure
  • Pre-due diligence audits
  • Team training in financial planning and the management of working capital
  • Development of an effective, timely internal reporting system on the business drivers

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