Services
Financing Man offers distinct, well-cultivated business financing and finance management services to help entrepreneurs and business owners meet and exceed their growth, financial, and operational goals on their unique finance journey.
The Right Financing at the Right Time™
Financing Man is an expert in origination, placement, and closing of all forms of debt financing, and as such can get you the right financing at the right time. In-depth analysis and discussions will determine what you qualify for, the timing on which you can get it, and the path to close. Throughout the process, you’ll gain clarity as to all that is possible for you and your business and how to obtain the best possible result.
Book your strategy call here.
To best prepare for the call, please complete the Financing Possibilities Assessment here.
Making the Numbers Work® For You Retreat
The Making the Numbers Work® for You retreat is a 3-day transformational business finance and mindset retreat. It was designed especially for those business owners who struggle with or who wish to improve the management of their business finances.
With a focus of mindset, mechanics, and motivation, retreat attendees will leave the weekend with their own personal cash flow model, finance calendar, and an improved mindset.
Click here for more information and to book your strategy call.
Note: All retreats are held virtually via Zoom
Making the Numbers Work® for Life Mastermind
By invitation only, the Making the Numbers Work® for Life Mastermind is a year-long program designed to help Making the Numbers Work® for You retreat attendees fully implement all of the lessons of the Making the Numbers Work® for You Retreat supplemented by continual support from both Financing Man and the mastermind community.
Quarterly Financial Reviews
Throughout the lifetime of their business, founders will often need to fix or optimize their business finances and the management of them, yet for many this will not require the full-time or long-term employment of a Chief Financial Officer. FinancingMan can help with short- and medium-term needs in many of the key areas the CFO’s typically handle, including these:
- Review of current financial statements and reports with recommendations for improvement
- Preparation of budgets, forecasts, and Key Performance Indicators (KPIs)
- Weekly and monthly calls to review statements and progress with KPIs
- Alignment of financial objectives with overall business and personal objectives
- Founder advisory and decision-making support
Note: Financing Man does not advise on tax or compliance subjects.
