Services

Partners for Growth provides structured financial solutions for growing companies. We bring over 20 years of lending experience (from both traditional and non-traditional financial institutions) and have

Partners for Growth provides structured financial solutions tailored to the unique needs of growing companies. With over 20 years of lending experience across traditional and non-traditional financial institutions, we have successfully structured finance solutions for hundreds of companies—from start-up to succession.

Our approach is comprehensive and client-focused, ensuring that you receive unbiased, veteran expertise that works solely in your best interest. We understand that securing financing at the right time, with the right structure, and through the right lenders is crucial for any growing business.

Our Financial Solutions Include:

  • Growth Financing: For both organic expansion and acquisition.
  • Management Buy-Outs: Structuring deals to keep leadership intact and motivated.
  • Debt Refinancing: Optimizing your debt structure for improved cash flow.
  • Acquisitions and Mergers: Facilitating smooth transitions and integrations.

Our Services

ASSESS:

  • Holistic Financial Health Assessments: Comprehensive reviews to identify strengths, weaknesses, and opportunities.
  • Business Risk and Opportunity Analysis: Tailored insights to help you navigate potential pitfalls and capitalize on growth opportunities.

EDUCATE:

  • Business Finance Training: Equip your team with essential financial knowledge through our workshops, seminars, and one-on-one training sessions.
  • Coaching and Consulting Services: Personalized guidance to help you navigate complex business decisions, from start-up to succession planning.

EMPOWER:

  • Strategic Business Plan Development: Crafting sustainable, growth-oriented plans that align with your vision and goals.
  • Lender-Ready Finance Packages: Preparing all necessary documents and analysis to secure financing.
  • Strategic Partner Recommendations: Connecting you with our network of trusted advisors across legal, tax, finance, and more.

Our Unique Approach

Strategic Partnerships: We understand that entrepreneurs often lack the time to vet and manage multiple advisors. That’s why we’ve built long-standing relationships with vetted professionals across legal, tax, finance, insurance, consulting, POS systems, and more. Our network acts as an informal board of advisors, ensuring you receive the right expertise at the right time, enabling you to focus on growing your business.

Holistic Support: From acting as your CFO and controller to being your management consultant and CEO advisor, we provide a comprehensive support system designed to foster growth, resilience, and success.

Discovery Session

Our discovery session is the first step in understanding your business’s unique challenges and opportunities. During this session, we address key concerns such as working capital, cash flow, debt management, and operational efficiencies. Our goal is to move you from reactive to proactive growth, building a strong financial foundation for sustained success.

Business Assessment Package

Our business assessment package is custom-tailored to each lender’s requirements, ensuring you have a well-rounded and robust presentation. The package includes:

  • Executive Summary: Concise overview of your business and goals.
  • Credit Facility Purpose and Support: Clear articulation of your financing needs and how they will drive growth.
  • Business Financials and Risk Mitigation: Detailed analysis of your financials, identifying risks and outlining mitigation strategies.
  • Growth Timeline: A strategic roadmap outlining your business’s future.
  • Negotiation Support: We facilitate and negotiate with lenders to secure the best terms for you.

Why Choose Partners for Growth?

Experience: With over 20 years in the industry and more than a decade in business, we’ve partnered with businesses across diverse industries, reviewing and advising on over 10,000 business plans and financial statements.

Results-Driven: We’ve transitioned hundreds of businesses to new lenders, securing millions in both non-dilutive and dilutive financing. We’ve facilitated acquisitions, turnarounds, and expansions across multiple sectors.

Educators and Empowerers: Through over 500 workshops and seminars, we’ve empowered business owners with the knowledge and tools they need to succeed.

Strategic Advisory Network: Our deep relationships with over 500 stakeholders, including legal, financial, and consulting partners, ensure that you have the support you need at every stage of growth.

Inclusive Leadership: With a commitment to diversity and inclusion, we’re dedicated to fostering environments where every voice is heard and valued.

Sustainable Practices: Beyond business, our engagement with sustainable practices and community well-being reflects our holistic approach to growth and success.

Let’s Build Your Success Together

Partners for Growth is here to help you navigate the complexities of business growth. Whether you’re in the early stages of your journey or looking to scale and succeed, we have the expertise, resources, and partnerships to guide you every step of the way. Contact us to schedule your discovery session and start building a brighter future for your business.