Your partner for success

Providing analysis, tools and insight to fuel growth

Projections

Financial Planning & Analysis

Budgeting & Forecasting

Business Plans

W

Fractional CFO Services

W

Growth Strategy Consulting

W

Prep for Funding and Capitalization

W

Oversee Accounting

W

Cap Tables

W

Due Diligence for Acquisitions

W

Data Room (for fund raise or acquisition)

No one knows more about your business than you do.

That’s why at HBF Capital we start by asking questions to understand your business, goals, opportunities and challenges.

Many founders are experts in one or more aspects of their business — but true leadership means knowing when to bring in support. That’s where HBF Capital comes in. We provide the financial expertise founders need to build and scale confidently: from financial projections and cap tables to accounting setup, KPI development, and strategic guidance.

Bill Friday, CFA

We work hard to provide the financial solutions you are looking for.

We work with you to develop a plan tailored to your goals—whether it’s raising capital, gaining control of cash flow, prioritizing resources to maximize sales and profit, or conducting due diligence for an acquisition.

Client Case Studies

Foreign Expansion

A company was opening a foreign branch. I saw an opportunity in the market and recommended a change to the initial strategy.

The branch was projected to breakeven in two years, but implementing my suggestion resulted in profitability in 6 months and being profitable every month beyond that.

IP Licensing Company

Following multiple acquisitions, HBF was engaged to consolidate multiple financial statements and developed projections.

These were used to convince the owner of the IP that the customer was a viable, successful company and to secure financing for the acquisition.

Corporate Asset Sale

Developed a financial model and helped prepare all requested due diligence documents for a large asset sale.

This included multiple meetings with the acquirer and analyzing terms.