Business Appraisals and Opinions of Value
Business Loan Packaging Consulting
Financial and Bookkeeping Consulting
Brad’s main focus is ensuring that details don’t derail deals. Starting with the initial review of the profit and loss statements, Brad makes sure each business we list is supported by solid historical earnings. He prepares a marketing package that will answer almost every potential question a buyer could have, and includes detailed financial and return on investment analyses. He excels in obtaining and distributing documentation to the many parties involved, strives for consistency, and makes sure things don’t fall through the cracks. He also connects buyers with trusted bankers, CPAs and attorneys to help with the process.
In Brad's previous career, he built underwriting departments for small finance companies and banks. He created an efficient single-worksheet Excel model that presented financial ratios for quick credit decisions, and packaged over 150 new closed loans/renewals in 2015 alone. He’s guided small business owners through the banking process, goes the extra mile to understand the true cash flow of a small business, and tells the story behind the tax returns.