Advisory & Intermediary Services
Enterprise Financial Advisors provides our clients with advisory and intermediary services for a full range of funding through our affiliated lending and investment sources.
Our financial services include:
- Financial Consulting – Financial analysis and determination of needs. If finance and accounting support then an interim Financial Director/CFO position is obtained. If funding is needed, then a comprehensive capital formation plan is put together.
- Capital Formation – EFA can prepare Offering Reports (Credit and/or investment) and obtain financial commitments in a timely manner.
- Financial Consulting (long-term) – Enterprise Financial Advisors can monitor performance and update the capital plan as circumstances require.
Additional financial services:
- Corporate Finance – structuring and debt placement service
- Commercial Banking – advice for using cash management and other deposit services
- Financial Management – accounting system support/structure and financial advisory and planning
- Turnaround/Crisis Management – Work out support with lenders, restructuring of debt
- Workouts – assessment of value and possible avenues for securing refinancing such as debtor in possession funding
- Management Consulting – management assessment and interview support for key personnel
- Interim CFO support – short term assignment to set up accounting system/personnel and gameplan
- Exit strategy for building long term business value for growth and selling/merging of Company