At some point in a company’s life cycle it will require infusion of debt capital, either to fund receivables, provide for acquisition opportunities, or for growth capital.  In this critical negotiation, it is important to have someone on your side who has negotiated tens of millions of dollars in debt instruments.  CFO Partners provides the leadership necessary to manage a successful process and favorable outcome.  We know what lending institutions can “give” and what they can’t, and can guide companies through the negotiation, providing confidence that the terms are competitive and balanced.

 

We provide:

 

- Loan Pitch Preparation

- Term Sheet Negotiation

- Loan Document Review and Negotiation

- Lease Negotiations

- Loan Workout

- Covenant Bust Negotiations and Workout

- Loan Restructuring

- Competitive Bidding

- Deal Structure

• Fractional CFOs and Controllers
• Financial Reporting and Metrics
• Strategic Planning and Forecasting



• Business Plans, Market Analysis, and Business Model Assessment
• M&A Advisory and Exit Strategy
• Capital Acquisition Support and Funding Structure



• Accelerate Deal Closure
• Line of Credit Negotiations
• Contract Review