Going Beyond Flattery — Financial and Projections and Strategy for Investor Conversations

< 1 min read

Services: CFO/Advisory

While it is flattering for an investor to show interest in a company, it doesn’t always mean it’s a good move. When our client was approached by an investor we helped him take a step back and look at the offer from an objective, unemotional perspective. It triggered some strategic internal conversations about the long-term plan for the business and whether it made sense to “go it alone” or bring on outside investment. As part of these discussions, we pulled together a five-year model of projections, ran scenarios based on growth assumptions, and helped the client recognize his options from an objective and informed perspective.

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