Financial Modeling and Corporate Structure

Financial Modeling Preserves Equity for You and Your Team

The Best Dilution Solution… Is never getting there in the first place. Thinking in both short and long terms, we plan your company seeking to create a balance between what you want and need to get out of it financially, what your shareholder’s want and need to get out of it to attract investment capital, exit strategies and leveraging equity and compensation to build a team strong enough to produce outstanding results.

Strategic Planning

This would be viewed as premature 10 years ago, but with the short life-cycle, high team turnover and highly competitive and challenging global marketplace, it is never too early to be clear about how your corporation is structured and how the team, cash and equity work together to create profits.

We work with sophisticated serial entrepreneurs and baby business owners who have big dreams, lots of energy but may not understand how the money works.

Our first task is doing a resource audit and pre-strategic plan (Free), after which, we determine what your risk tolerance, skill base and resource “bank” add up to. Then we look at market and cash flow potentials, equity strategy and sources of capital. Some businesses do best with a lot of capital from investors, others can be grown with limited equity leverage, cash flow and “sweat equity”.

Financial Modeling and Having a Strategic Plan and Structure Make Your Business a Long-Term Asset and Not Just a Job!

About the author

Kathryn Booth Trainor

I have owned and operated two service companies which merged into one, still in business after almost 20 years. The company was sold and I began writing and consulting while I completed my MBA at Oklahoma State University in 2006 with emphasis on Marketing and Project Management. My special expertise is in helping people evaluate entrepreneurial ventures, formulate business and marketing plans and structure their companies to be both lucrative and fulfilling. In addition, I have some techniques for transition planning and project management that I use to help clients move from one phase of operations to the next level. Because of the breadth of my business knowledge, combined with writing and marketing skills, I can quickly and effectively create an online footprint with website, mobile app, social media channels and search engine optimization that gets found fast. In web and print advertising, having just the right words and communicating each company's unique flavor and capabilities make the most impact. Specialties:Entrepreneurial experience with service companies and micro-businesses, Marketing and promotional materials, Business plans, Strategic Plans, Trusted Advisor