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Case Studies
A Manufacturing Start-up
Client
Purchasing an Existing Franchise
Financing Sought for Apartment Complex
Financing for Business-to-Business Equipment
Sales
More Examples of How we can Help
A Manufacturing Start-up
Our Client had created the
design for a high-quality product and built a
prototype. It was a perfect fit for the needs of
a local government, but they needed assistance.
They engaged Connex Financial to assist them
with preparation of their business plan, to
prepare the RFP (Request for Proposal) for
submittal to the county, and to source financing
for their contracts.
Not only did our Client win
the RFP, but thanks to the detailed Cash Flow
analysis completed during the Business Plan
preparation, Connex Financial identified the
need for the Client to change its manufacturing
plan. This change would allow them to complete
orders more efficiently and reduce the amount of
financing they would need.
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Client
Purchasing an Existing Franchise
After
having approached a number of funders, our
Client came to us for assistance in purchasing
an existing food service franchise with a
building located on an outparcel. Connex
Financial assisted the client with creation of
an SBA-compliant business plan, completed a 2-year
cash flow projection, and secured an SBA loan
for the acquisition.
As with all of our clients,
we stayed involved throughout the entire project
and, when a paperwork issue arose while our
Client's attorney was out of town, Connex
Financial was able to help resolve the issue and
keep the financing on track. Going forward, we
will monitor their variable-rate loan and update
them on potential changes to their debt service.
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Financing Sought for Apartment Complex
After
our Client was informed by its current lender
that they would not extend the loan on his
apartment complex, Connex Financial was able to
secure agency financing. The client had multiple
mortgages on the asset and needed to understand
the cash flow impact of paying those down or
working with those lenders to subordinate them
to the new senior mortgage. Connex Financial was
able to provide the answer to that question and
suggest strategies for working with the
mezzanine lenders.
Additionally, Connex
Financial was able to complete a review of the
Client's current portfolio and debt load to
prepare a master financing plan.
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Financing for Business-to-Business Equipment
Sales
Our
Client was looking for a way to increase sales
to its business clients. Working with our
funding sources, we were able to create a
financing program that provided financing for
the equipment and installation that was integrated
into their sales program, trained the sales staff
on the program, and managed the application and
documentation process for the Client. This was
done at no cost to our Client.
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These are just
some of the ways we are helping our clients in
today's market. Call or
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Free Consultation to discuss how we can help
your company.
Some more examples of how
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