Services
Projections
Income statement, Balance Sheet and Cash Flow Statement, needed for planning, to understand cash needs, or for an equity or debt raise.
Financial Planning & Analysis
Initial and ongoing analysis of the financial performance of the company by developing Key Performance Indicators (KPI’s).
Budgeting & Forecasting
Plan & manage for the future by projecting expenditures and cash flow.
Business Plans
Develop a comprehensive document that outlines a company’s goals, strategies, competition, and financial projections.
How We Work
One-On-One Call
- Discuss your business, challenges and opportunities.
- Discuss what you are wanting to accomplish, and whether HBF Capital is the right fit to provide the services you need.
SOW
- Prepare a statement of work (SOW).
- Refine statement to meet your unique and specific needs.
Engagement Begins
- Kickoff meeting to clarify expectations, work to be done, and the process.
- Work begins to provide solutions outlined in the SOW.
Active Engagement
- Frequent communication/meetings with the client.
- Completion of milestones for ongoing projects or delivery of final product for one-off projects as set out in the SOW.
How We Work
One-On-One Call
- Discuss your business, challenges and opportunities.
- Discuss what you are wanting to accomplish, and whether HBF Capital is the right fit to provide the services you need.
SOW
- Prepare a statement of work (SOW).
- Refine statement to meet your unique and specific needs.
Engagement Begins
- Kickoff meeting to clarify expectations, work to be done, and the process.
- Work begins to provide solutions outlined in the SOW.
Active Engagement
- Frequent communication/meetings with the client.
- Completion of milestones for ongoing projects or delivery of final product for one-off projects as set out in the SOW.
Additional Services
Oversee Accounting
Provide management oversight over accounting and financial processes.
Fractional CFO Services
Provide high-level financial expertise on a part-time basis, offering strategic guidance and support, without the cost of a full-time CFO.
Growth Strategy Consulting
Develop strategies to grow a business with management’s input based on financial analysis, understanding a company’s strengths and market conditions.
Prep for Funding and Capitalization
Assist management in preparing the components needed to raise capital including financial statements, projections, legal documents, business plan, etc.
Cap Tables
Developing and maintaining the capitalization table to document equity ownership of a company.
Due Diligence for Acquisitions
Assist with, lead or develop due diligence questions and process for making an acquisition or preparing to sell your company.
Data Room (for fund raise or acquisition)
Assist in gathering the documents and information into a file or source that will be required by a prospective equity investor or lender.