Financial Management Advisors
FINANCIAL MANAGEMENT ADVISORY SERVICES
PROFITABILITY ANALYSIS
The process starts with a thorough review of the key components of profitability including pricing strategy and positioning in your market segment. We also evaluate current, related, and potential sources of revenue. We closely reveiw the margin on product sales and the fixed vs. variable cost components of all systems and processes to identify opportunities to improve productivity and efficiency. Comparative analysis with industry and competitor performance is a valuable part of this process.
CAPITAL & LIQUIDITY ANALYSIS
An assessment of the firm’s current balance sheet is important in determining the feasibility of incremental funding and the development of a finance plan for the organization. The analysis focuses on the degree of leverage, the structure of current debt, the liquidity of assets and the cash flow of the organization. This will determine the debt capacity of the entity which is then compared to the cost and availability of funding sources in the market. Eastwood’s knowledge of the market facilitates the evaluation of financing options.
COMPREHENSIVE STRATEGIC PLANNING
An assessment of the firm’s current balance sheet is important in determining the feasibility of incremental funding and the development of a finance plan for the organization. The analysis focuses on the degree of leverage, the structure of current debt, the liquidity of assets and the cash flow of the organization. This will determine the debt capacity of the entity which is then compared to the cost and availability of funding sources in the market. Eastwood’s knowledge of the market facilitates the evaluation of financing options.
FINANCIAL OVERSIGHT
For early-stage or smaller organizations that cannot justify a full-time financial executive, Eastwood Management provides financial guidance where and when needed, at a more affordable cost to the entity. Depending on the organization, your business may need controller-level services such as short-term supervision of the accounting function, preparation of the annual budget, or coordination of an audit or compliance examination. CFO-level services often include counsel on funding decisions for major capital improvements, M&A activity, or communications with the Board, investors, or regulatory agencies.
FINANCING TRANSACTION SUPPORT
Major financing transactions can involve a complex and time-consuming process. Eastwood can assist its clients in every step of that process beginning with the documentation to support a loan application, grant request, or regulatory filing. Proposal review is performed to compare offers received with current market terms and conditions. Because we are constantly in touch with the credit and capital providers, Eastwood provides market intelligence and is then actively involved in the negotiation process. Services also include a review of all documentation, conduct of closing, and completion of post-closing items.