Initial Consultation

• Introduction to the client and the business. Review proposed plan of growth and funding requirements.

• Offer a proposal outlining the analysis / services to be rendered / expenses and fees involved.

Engagement

• Should our offer be acceptable, we will prepare a letter of engagement, outlining the terms and prepare a business plan for funding.

Preparation

• Using both in-house team and a network of professionals, we develop an economic model and prepare a business plan for funding.

Arranging Financing

• Target potential capital sources.

• Submit executive summary and analyse responses.

• Arrange a meeting between source of capital and client, if necessary.

• Present entire financial package and discuss potential deal structure.

• Receive funding approval and close the deal.