Advocate Financial Resources

AFR can start from scratch and do all of the research or use information used by you - the cost will vary accordingly.  If you have completed a draft of your business plan, e-mail it for a free review and critique, which will come with a proposal for improving the plan.

If your goal it to create a comprehensive strategic plan with input from your entire management team, AFR can facilitate meetings or provide written questionaires to collect information.  AFR can also perform research on your industry, customers, and competitors.  Finally, a comprehensive written strategic plan will be produced.

Raising capital can be a daunting process for a business owner.  Let AFS facilitate the process, based on experience raising hundreds of millions of dollars, in all types of structures - debt, eguity, public, private, simple and highly structured.

If you are considering the purchase of a business, AFR can assist in the evaluation process by creating a financial forecast based on a set of assumptions.  Sensitivity tests can be completed on each assumption to evaluate risk, and return-on-invevstment under various scenarios can be calculated.  AFR can also assist in raising capital to fund the acquisition.

Advocate Financial Resources can combine all of the services listed above, and function as a part-time CFO, providing CFO expertise at a fraction of the six-figure cost of a full-time CFO.