Call

(949) 629-2520

 
Top Management Consultants 
★★★★★
2010 - 2019

As published in the 
Orange County Business Journal

CEO Advisor, Inc. 

is a 

Proud Member 

of 

Association for Corporate Growth

Top Management Consultants 
2010 - 2016
As published in the Orange County Business Journal

"As a CEO of a software company, I found the services offered by CEO Advisor® very valuable in everyday work. By focusing on key components of the business, we were able to reach specific short term goals and aim the company forward. I would highly recommend their services to any business, not just software. Their model, experience, and thinking procedure can be very beneficial and key to success.”

 

CEO, Software Company

Growth Capital/Funding


Securing growth capital is a necessary and extremely important decision.  Securing growth capital entails a process that requires a tremendous amount of expertise, experience and diligent, hands-on work, as well as, many relationships with funding sources such as private equity firms, venture capital firms, family offices, mezzanine financing companies and others.


CEO Advisor, Inc. has the experience, expertise, focus and connections to facilitate your funding and growth capital needs for software, technology, interactive, media, manufacturers, healthcare, printing, professional services and many other types of companies.  We provide a comprehensive funding and growth capital advisory service to meet all of your needs.


Contact Us to speak with Mark Hartsell, MBA, President of CEO Advisor, Inc. to discuss the best option for you and your business or call (949) 629-2520 today.


Valuations and Trends


Valuations of privately-held companies are at a premium today.  Specifically, technology and SaaS/cloud-based software companies' valuations are extremely high at this point in time. Many factors in the market can quickly effect or erode these valuations.  Contact Us to discuss your valuation and the best plan of action to secure growth capital.


Time-frame


The time-frame to complete a funding transaction can vary greatly depending on the industry, size of company, complexity of technology or products/services, size of the market, number of prospective funding sources, financial performance, and the extent of the due diligence process. The time-frame to complete a transaction can range from three to four months or longer to properly prepare, secure and negotiate a Term Sheet, and another three to four months to perform due diligence, finalize the legal documents and closing.


The Funding Process


CEO Advisor, Inc. has over two decades of business advisory and growth capital funding experience. Our twelve step process is comprehensive, hands-on and focuses on the successful closing of a funding transaction that meets your goals.


The following is a summary of our funding process:


1. Develop a Strategy and the Criteria for Achieving Growth Capital

2.  Preparation, Research of Valuations and Targeted Funding Sources to Maximize the Value of Your Business; Creating/Updating the Business Plan and Forecast/Offering Memorandum; Creating a PowerPoint Presentation to Concisely Present Your Business; Review of Your Financials, Assessing Your Valuation Range; Due Diligence Preparation; Defining and Fine Tuning Your Strategy for Funding and Other Needed preparation

Preparation, Research of Valuations and Targeted Funding Sources to Maximize the Value of Your Business; Creating/Updating the Business Plan and Forecast/Offering Memorandum; Creating a PowerPoint Presentation to Concisely Present Your Business; Review of
Your Financials, Assessing Your Valuation Range; Due Diligence Preparation; Defining and Fine Tuning Your Strategy for Funding and Other Needed Preparation

Preparation, Research of Valuations and Targeted Funding Sources to Maximize the Value of Your Business; Creating/Updating the Business Plan and Forecast/Offering Memorandum; Creating a PowerPoint Presentation to Concisely Present Your Business; Review of
Your Financials, Assessing Your Valuation Range; Due Diligence Preparation; Defining and Fine Tuning Your Strategy for Funding and Other Needed Preparation

3. Create a List of Targeted Funding Sources Based on Your Criteria

4. Initiate Contacts to Targeted Funding Sources; Schedule Conference Calls or Meetings to Answer Questions, Execute an NDA and Engage with Funding Sources of Growth Capital to Generate a Term Sheet(s).

5. Secure a Term Sheet(s) from Funding Sources; Negotiate the Optimal Valuation and Terms

6. Finalize the Negotiation of the Term Sheet; Consult with a Transaction Attorney and Tax Advisor/CPA, as needed

7. Initiate the Due Diligence Process to Validate the many Aspects of the Investment

8. Complete the Due Diligence Process and Renegotiate Specific Terms of the Term Sheet, as needed

9. Review and Work Together Through the Legal Documents and Consult with Your Transaction Attorney and Tax Advisor/CPA Firm to Finalize All Legal and Tax Issues; Complete the Legal Documents including Final Negotiations of All Points

10. Execute Internal Documents to Approve and Complete the Transaction

11. Finalize All Aspects of the Legal Documents and Schedules; Final Preparation to Close the Transaction

12. Execute the Legal Documents and Close the Transaction; Receive Funds for Your Company; Initiate the Post-closing Process and Requirements


Contact Us to speak with Mark Hartsell, MBA, President of CEO Advisor, Inc. on the best plan of action to secure growth capital for your business, or call (949) 629-2520 today.



Sign-Up for our Free CEO Advisor® Newsletter.

 

For a no cost initial consultation, please fill out the form below: