Our Mission:

        "Making Your Business More Valuable to You"

What is Financial Intelligence?

It’s not just what you know about your business that counts. 
It’s finding out how businesses in your industry perform. 
It’s understanding what your bank thinks about your company…or says behind your back. 
It’s gaining a fresh perspective from seasoned executives…that make a huge difference in the long run.

As an Owner, CEO or CFO of a closely-held company, do you ever wonder...

Banking
1.      
How does my bank look at my company and what do they say behind our back?
2.       Just how much should we tell our lenders?
3
.       Are we getting what we should from our banking relationships?
4.       Where do we get help preparing our loan package, budgets or financial plan?
5.       Are there some simple steps we could take to improve our negotiating position?   

Opportunity
1.       How do we get our bank (vendors, investors) to really understand this business in order to work better with us?
2.       How does my company compare to our overall industry?
3.       What can we do to improve our bottom line?
4.       What is my company worth as is? 
5.       How could I raise its value?
6.       Is this company living up to its potential?
7.   What would a potential buyer – and their lender – think of this company?
8.      
Is there a competitive advantage we’re not using?
9.       Is there a better way to look at our performance?

Business Risk
1.       Are we gaining or losing ground?
2.      Can we afford to…?
3.      What happens if…?
4.      How does our performance stack up against our peer group?
5.      Why isn’t cash flow getting easier?
6.      How long do I want to work and what are my exit options?
7.      Can I make daily operations less dependent on me?

What would it be worth to get answers to questions like these and more?  
Call us at 804.674.1800 to order your Free Industry Report or to request an initial consultation or
email us.