CFO Corporate Services will work with your management team to:

Assist in obtaining debt or equity financing from both financial institutions and private investors

Companies need cash to grow. Many companies face the frustration of being courted by a bank that sounds very promising, expending a lot of time and effort putting together all of the information they want, and then getting turned down several months later. Other companies seem to run into a brick wall with their bank. They are growing, need an expanded line-of-credit to fund the growth, but the bank is unwilling to budge. Sound familiar?

The team at CFO Corporate Services knows what the various financial institutions are looking for in terms of financial performance. Once an initial financial review is completed, our team can recommend appropriate financial institutions for your company. In many cases, we will work with your firm over a period of time to prepare the business to qualify for the best financing. We have contacts at most of California's major financial institutions, and can help streamline the process.

If you have a financial institution that you are satisfied with, most will be glad that your organization had the foresight to seek additional financial expertise to help take your firm to the next level of performance. The team at CFO Corporate services will work diligently with your current financial institution to ensure that your firm obtains the financial products, services, and most importantly the funding that you need to grow your company.

Looking for private investor funds? We're not going to tell you that money is readily available these days, but we will tell you that if an opportunity does exist, we know the people to talk to. All members of our team have either worked with, or for, angel investor groups or venture capital firms and have extensive expertise in this area. We will work with your management team to put together a business plan that will be highly appealing to these investors.