Fortune 500 decision making methodologies and
business disciplines for middle market companies


Capital Formation

Access to capital is vital to growing any business or starting a new one. However, it is a difficult process. Often entrepreneurs, while good operators, don't have a clear understanding of the process, how to tell their story or prove their case in terms of the risk-reward profile of their company or project. Likewise, capital providers differ in the types of capital they offer and the risk-reward profile they are willing to accept. Corporate Planning Resources has experience on both sides of the fund raising table. At times we have acted either as company advocates or as critical investors. We can see both sides and can help craft and present information which tells the story.

  • Business Plan Development
  • Financial Modeling – Financial Projections / Cash Flow Analysis
  • Capital Structure Analysis
  • Generational Transfers
  • Share Buybacks
  • Due Diligence Preparation
  • Introductions to Capital Providers: Banks, Mezzanine, Private Equity & Venture Capital

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