Cash is the lifeblood of a business, yet can often be elusive for small and middle market companies. What commercial finance options are available for your business? Upscale Consulting will work with you to find and deliver the best options to meet your current and future needs. We take the time to develop a clear understanding of your particular business situation and goals, work with you to structure smart and affordable options that optimize your immediate and long term plans. We use our substantial network of resources to get each client the most customized financial solution.

Services which Upscale Consulting facilitates include:

  • Access to Capital - to help scale your business / project whether in debt or equity
  • Personal / Business Financial Planning - To help you get the best of your finances
  • Investment Advisory - Customized to help yo grow your investments and secure your future.
  • Workshops and Trainings - Trainings on any of these

As an advisor, we seek to:

  • Assist in the reorganization & restructuring of financial assets and liabilities and create the most beneficial financial environment for the company.
  • Advice on the optimum financing structure, taking into account the client’s historical and projected operating results, shareholder/management needs and investor requirements.
  • Assist in the preparation of requisite offering materials for institutional investors to make a solid commitment to purchase the offered securities
  • Assist in negotiating conditions to obtain commitments on material terms, including pricing, prepayments, covenant structure, etc.
  • Oversee the subsequent phases of the process to assure a timely close.

Interested in upscaling your business?