Business Planning & Modeling

In any kind of banking relationship and sometimes in the case of litigation, businesses are called on for exhibits that model their operations, finances, and cash and then project what will happen to them over time. 

We have experience with most of the middle-market lenders in Connecticut and have satisfied their needs over more than 20 years with:

                -Financial statements and models

                -Business Planning and Business Plans

                -Cash Flow Statements and Models

Our philosophy is to apply our accounting expertise to create fair, objective financial statements, and then project continuous improvement to the results, giving bankers and other lenders the confidence that they are lending into a strong business model.

In the case of Business Plans, there is a format followed by bankers that requires extensive description of the business, personnel, competition, etc.  We’ve provided successful business plans for a multitude of clients.  Call or write us!  

Please contact us by using the form below:

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