Financing your organization can be a tricky proposition. How much capital do we need? Should we raise equity or use debt? What are reasonable terms and where do we find the right financing partners? Once we raise the needed funds what is the most efficient way to put the money to work? Who can help us with positioning our company for meetings with funding partners?
These are all areas where the team at Upsiid can put their skills to work for you. Look to the team at Upsiid to walk you through your options and provide insight into financial structures that allow you to put your money to work efficiently and effectively. We can even help develop and design a professional business plan and pitch deck to clearly convey your value proposition for internal and external use.
When you work with Upsiid regarding your company’s capital related decision making process you’ll be working with a team of experienced financial professionals who can act as your Chief Financial Officer (CFO) on a part-time basis or on a project basis. Either way we can help you gain deeper insight into your financial statements and decision making processes. Our team will also help identify bottlenecks where additional investment may drastically improve production and bottom line profits and help you determine the best source for capital investment in your company. Other main areas where the finance team at Upsiid can provide guidance are:
If you’re seeking to acquire a competitor or new venture the team at Upsiid can help you through the due diligence process including explaining the traditional and non-traditional options for structuring a purchase or sale of a business. We also work with third party attorneys and tax advisors to ensure every base is covered, giving you piece of mind when making a large investment.
If you’re contemplating selling your business, our team can help position your company for sale. Additional value can be created through clarifying the financial standing of a company, documenting processes, procedures and operating guidelines and improving the capital structure. We can even help develop and design a professional business plan and pitch deck to clearly convey your business to internal and external stakeholders.
These are some of the areas where the team at Upsiid can put their skills to work for you. Look to the team at Upsiid to walk you through the areas where we can provide assistance in the area of financial management for your small to mid-sized business.
For more information or to set up an in person or web based meeting send us a message.