Services
The special expertise of Global Business Financial Advisors (GBFA) is in assisting small to medium-sized companies with their financial management, capital and leverage formation, acquisitions and associated business planning. GBFA can also assist newly-formed companies which have their own special needs. This critical financing process often results in extra-hours tasks being placed upon key management in addition to a full agenda of line responsibilities.
Large organizations create planning or financial departments separate from their treasury and operating departments. These financial departments are designed to accomplish financing projects and to prepare financial strategies for achieving a successful method of competition. The smaller organization, with limited human and financial resources, cannot afford this additional burden.
The use of a business financial advisor can conserve the existing human and financial resources of the enterprise by drawing upon contracted services for specific tasks. The financial advisor can counsel and assist management in developing, negotiating, and implementing the proper financial strategy. As a specialist, GBFA brings to each client current financial techniques, planning, and acquisition skills. This expertise is based upon:
40 years experience advising as a Chief Financial Officer (CFO) for small to mid sized businesses.
10 years experience in the industry as a financial officer of a New York Stock Exchange corporation.
The above summary presents the scope and quality of services Corporate Financial Advisors can deliver.
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Innovative financing vehicles are being created on a weekly basis by investment and commercial banking houses. Large corporations can afford to maintain a corporate finance department. Smaller companies may assign this to their commercial or investment banker.
A better option is contracting an independent financial advisor who can provide a proposed financial strategy, which includes:
Reviewing the overall business strategy with the management team
Preparing and reviewing cash flow and financial projections
Designing the financial plan
Presenting the financial plan to selected financial institutions
Negotiating with the financial institution on behalf of the company
Closing the transaction
As independent financial advisors with 40+ years of experience, GBFA can provide your business with a financial plan based on your unique business objectives.
Success or failure in achieving proper financing hinges on presentation. Experience in financial presentations and negotiations is the extra edge that can ensure your success.
Global Business Financial Advisors are leaders in conventional and innovative financing methods aimed to minimize the cost of capital to the organization, maintain operation flexibility, adapting the debt amortization schedule to cash flows and maximize working capital.
Conventional financing can be described as lines of credit, revolving term loans, letters of credit, mortgaging and other forms of asset-based lending. These may be available to established businesses through commercial banks, insurance companies and pension funds. Startups may be required to utilize venture capital resources for their funding.
No matter what stage your business is in, successfully closing financing requires:
Selecting the appropriate financing strategy
Preparing the financing proposal
Selecting the financial institutions most suitable for the proposal
Making a persuasive presentation
Global Business Financial Advisors’ experience with financing strategy is your key resource to identifying and achieving the financing needed to see your business take the next step forward.
FINANCIAL FORECASTING AND MODELING
Cash flow forecasting models are critical to a financial modeling system. It provides a basis for future plans and capital budgeting. Canned systems do not account for foreign operations or critical legal and tax aspects.
Global Business Financial Advisors considers these unique aspects of a business, both current and forecasted activities to design a global financial forecasting system:
Analyzing current global reporting and forecasting systems
Identifying key global business variables
Designing cash flow forecasting model
Interfacing the proposed strategies
Testing and review
Preparing report format for key management personnel
Implementing system
Post-implementation review
This approach by Global Business Financial Advisors allows for a customized financial forecasting model that takes into consideration each aspect of your business.
The process of global business planning occurs when the company realizes there is profit potential for their goods or services in the global market or when a customer requests the company expand their facilities to foreign lands. Many begin entry to their foreign activities via brokers or representative offices. While this may be an easy initial entry, the Global Business Plan must consider the future growth and development of this entity.
A comprehensive global expansion plan provides the company with the capacity for assessing the current strengths and weaknesses of its organizational resources and industry environment and for the future.
Next, a method of competition is chosen to enter the global business arena, optimize locations, government regulations, tax and transfer pricing policies of goods and services. This requires a coordinated effort with finance, legal, banking, human resources, tax, information technology and accounting services.
GBFA can coordinate the information from all of these areas to provide a customized business plan for the future of your business.
Drawing on over 40 years of extensive experience in advising both medium corporations and small businesses, our firm is excited to introduce a specialized service in local small-medium business advising. Offering tailored financial guidance that takes into account the distinct dynamics of the local small business landscape. We provide personalized strategies, insightful recommendations, and a deep understanding of the specific financial intricacies that small businesses often encounter. Our commitment is grounded in the belief that every business, respective of its size, deserves strategic financial counsel crafted with precision and care.
I offer this service in Southeast Michigan and the surrounding area where I live and serve in many endeavors including the Chelsea District Library board, Rotary International (Chelsea & Ann Arbor chapters), the investment committee of the Legacy Land Conservancy, Endowment Committee (Ann Arbor), and as co-president of the Rotary Club of Chelsea.