Manage Banking Relationships

Banks and lending institutions have very specific financial criteria that they are looking for. At CFO Team we have years of experience working with various financial institutions. We will work with you to develop a financial package and presentation for financial institutions and investors.

Your CFO Team member can provide you with the experience you need to assist you in managing all aspects of your banking and investor relationships.

Loan Packages

CFO Team will work with you to assess your companies debt requirement needs, help in selection of the institution to supply the loan, negotiate the terms of the loan, and develop a custom tailored financial package to represent your company.

SBA Loans – Small business loans are a great way for many companies to acquire capital. SBA loans are partially backed by the federal government but processed through a local bank.

In addition, most loans require ongoing financial reporting with specific loan covenant requirements. CFO Team will assist you with the financial reporting and monitoring of the loan covenants.

Capital Strategies

Critical to a company’s growth strategy is sufficient capital to fund the growth. CFO Team can develop a capital formation strategy that can involve institutional investment, private placements or strategic investments. We work with the venture capital community, investment bankers, angel investors and strategic partners to find the right investment vehicle to execute on your financing strategy.

Contact CFO Team Today for a Free Consultation. info@CFOTeam.com