Corporate Finance

Our Services

Business and Strategic Planning

  • Develop and write business plans
  • Prepare financial models and forecasts for management, lenders and investors
  • Cash flow management
  • Profit improvement and growth plans

 

Raising Capital

  • Negotiate and source bank financing
  • Negotiate bank covenant defaults
  • Negotiate and source subordinate or mezzanine financing
  • Negotiate and source private equity

Mergers, Acquisitions, Divestitures

  • Succession planning strategies
  • Purchase or sale of business
  • Transaction support such as deal structure and due diligence

 

Risk Management

  • Strategies to assess and reduce operating and financial risk

Leadership Team

Bruce Barran Corporate Finance

Kevin Switzer Corporate Finance

Rick Santos Corporate Finance

CPA, CA, LPA, CFP

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MBA, BA

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CPA, CA, LPA, CBV, CFP

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