Through our Strategic Advisory Partnerships, we provide a complete suite of financial advisory services, including strategic planning, business plan writing, financial modeling, proforma development, due diligence services, valuation advisory, feasibility studies, and capital restructuring services. We pride ourselves on our ability to listen to our clients, understand their needs, and help them develop custom solutions to complex issues.
It will become clear that what sets us apart from other advisory companies, is best described by our private approach to supporting client objectives. We have numerous professional relationships with secure and well-funded domestic and foreign based private and institutional capital sources.
These sources have proven invaluable to our success.
The Founder of ASUSA has over 25 years in the financial services field. This experience combined with our knowledge of the private finance world and the financial technology space, along with our honesty and integrity is what sets us apart from all the other competitors.
Our advisory approach is to focus on building a long-term relationship with you and we do this by building your trust through proving our reliability, attentiveness and industry expertise in every interaction.
The Scope of services we offer includes but is not limited to the following.
It will become clear that what sets us apart from other advisory companies, is best described by our private approach to supporting client objectives. We have numerous professional relationships with secure and well-funded domestic and foreign based private and institutional capital sources.
These sources have proven invaluable to our success.
The Founder of ASUSA has over 25 years in the financial services field. This experience combined with our knowledge of the private finance world and the financial technology space, along with our honesty and integrity is what sets us apart from all the other competitors.
Our advisory approach is to focus on building a long-term relationship with you and we do this by building your trust through proving our reliability, attentiveness and industry expertise in every interaction.
The Scope of services we offer includes but is not limited to the following.
- Business & Commercial Real Estate Funding Methods, Choices & Strategies
- Legitimate Business Opportunities – (vetted thoroughly)
- Asset Protection Planning Strategies
- Contract Negotiations, Revisions & Modification Strategies
- Commercial Loan Modifications
- Mergers & Acquisitions Strategies
- Management Buyout Funding Strategies
- Generational Ownership Transitional Funding
- New Project Financing Strategies
- Private Equity Recapitalization Strategies
- Startup Capital Funding Strategies
- Advise on ESOP Financing & Recapitalization Strategies
* Equity Solutions
Through our partnership with one of the most prominent and accomplished Securities and Investment Advisory Companies in the United States and Internationally, we can now offer our clients access to an extensive and deep network of private investors and institutional investors, who make equity investments from $5,000,000 upwards in early and growth-stage companies.
* Cash Flow Loans: Companies with above-average or exceptional positive cash flows can expect low commercial rates with affordable and flexible loan structures.
* Asset Based Loans and lines of credit: Companies with average or below-average cash flows or credit-worthiness can expect asset-based loans with a focus on collateral, rather than credit-worthiness, and therefore an attractive alternative to traditional bank financing. You can expect competitive pricing, expedited funding, and fewer financial covenants than bank loans. Assets that can be used include but are not limited to, Accounts Receivable, Inventory, Purchase Orders, Machinery and Equipment, Intellectual Property, Commercial Real Estate, Cash Flow and even Debentures/Debt
* The Private Equity Recapitalization
Through one of our strategic partnerships, we are able to offer our advisory clients strategies to create a custom liquidity solution by utilizing a Private Equity Recapitalization (PE Recap). The PE Recap provides the flexibility of building a transaction around you and your company's needs while at the same time, retaining the company’s most important asset, YOU!
* The PE+ESOP Recapitalization
We know that as a business owner you don’t like to pay taxes. If you could eliminate your capital gains tax when you sell your company, of course you would! Through our strategic partner, we have developed a tax-efficient alternative to the PE Recap. It is more complicated than a traditional PE Recap, but it could significantly increase your proceeds from a deal.
* Private Capital Advisory Services
If a business decides to raise private equity capital, it will need to make sure the deal structure is appropriate for its specific needs, as well as those of its investors. In the early days of venture capital, entrepreneurs often gave up control of their company in exchange for their first investment funds. Now they have many more options, allowing them to create an optimal share structure for their enterprise.
Through our affiliate partnerships, we are able yo provide our clients with strategic guidance and tactical advice on capital formation, structure, securities valuations, pricing, timing, and terms. The firm offers comprehensive financial advisory services for buy-side and sell-side engagements and for capital formation, including early-stage financings requiring debt or equity.
* Due Diligence Services
We serve our clients by applying a proven, analytic, and objective process for identifying the most relevant and high-value attributes of potentially successful enterprises.
* Valuation Advisory
Our Partner Advisory Firm helps our clients address some of their most challenging valuation issues, ranging from strategic, transactional, and operational decisions through to compliance and monitoring.
* Feasibility Studies
These feasibility services assist our clients in the decision-making process, as they determine how to proceed with a proposed project or venture.
* Wealth Diversification
If most of your net worth is tied up in your business, you likely want to diversify your assets and reduce the risk of having “all of your eggs in one basket.” At the same time, you want to preserve an ongoing role and maintain equity ownership in the company.
* Partner Buyout
To generate cash to purchase the stock of a significant shareholder(s).
* Retirement
You are looking to sell the entire company and retire but you don’t have a successor to run the business.
* ESOP Financing
Our Private Equity Invest and Advisory partner has the expertise and a proven track record of success, to provide a financing solution to your new or existing ESOP company.
* Family Succession
You need to provide liquidity for an older generation as part of an appropriate succession plan.
Book a consult at a time convenient for you
Through our partnership with one of the most prominent and accomplished Securities and Investment Advisory Companies in the United States and Internationally, we can now offer our clients access to an extensive and deep network of private investors and institutional investors, who make equity investments from $5,000,000 upwards in early and growth-stage companies.
* Cash Flow Loans: Companies with above-average or exceptional positive cash flows can expect low commercial rates with affordable and flexible loan structures.
* Asset Based Loans and lines of credit: Companies with average or below-average cash flows or credit-worthiness can expect asset-based loans with a focus on collateral, rather than credit-worthiness, and therefore an attractive alternative to traditional bank financing. You can expect competitive pricing, expedited funding, and fewer financial covenants than bank loans. Assets that can be used include but are not limited to, Accounts Receivable, Inventory, Purchase Orders, Machinery and Equipment, Intellectual Property, Commercial Real Estate, Cash Flow and even Debentures/Debt
* The Private Equity Recapitalization
Through one of our strategic partnerships, we are able to offer our advisory clients strategies to create a custom liquidity solution by utilizing a Private Equity Recapitalization (PE Recap). The PE Recap provides the flexibility of building a transaction around you and your company's needs while at the same time, retaining the company’s most important asset, YOU!
* The PE+ESOP Recapitalization
We know that as a business owner you don’t like to pay taxes. If you could eliminate your capital gains tax when you sell your company, of course you would! Through our strategic partner, we have developed a tax-efficient alternative to the PE Recap. It is more complicated than a traditional PE Recap, but it could significantly increase your proceeds from a deal.
* Private Capital Advisory Services
If a business decides to raise private equity capital, it will need to make sure the deal structure is appropriate for its specific needs, as well as those of its investors. In the early days of venture capital, entrepreneurs often gave up control of their company in exchange for their first investment funds. Now they have many more options, allowing them to create an optimal share structure for their enterprise.
Through our affiliate partnerships, we are able yo provide our clients with strategic guidance and tactical advice on capital formation, structure, securities valuations, pricing, timing, and terms. The firm offers comprehensive financial advisory services for buy-side and sell-side engagements and for capital formation, including early-stage financings requiring debt or equity.
* Due Diligence Services
We serve our clients by applying a proven, analytic, and objective process for identifying the most relevant and high-value attributes of potentially successful enterprises.
* Valuation Advisory
Our Partner Advisory Firm helps our clients address some of their most challenging valuation issues, ranging from strategic, transactional, and operational decisions through to compliance and monitoring.
* Feasibility Studies
These feasibility services assist our clients in the decision-making process, as they determine how to proceed with a proposed project or venture.
* Wealth Diversification
If most of your net worth is tied up in your business, you likely want to diversify your assets and reduce the risk of having “all of your eggs in one basket.” At the same time, you want to preserve an ongoing role and maintain equity ownership in the company.
* Partner Buyout
To generate cash to purchase the stock of a significant shareholder(s).
* Retirement
You are looking to sell the entire company and retire but you don’t have a successor to run the business.
* ESOP Financing
Our Private Equity Invest and Advisory partner has the expertise and a proven track record of success, to provide a financing solution to your new or existing ESOP company.
* Family Succession
You need to provide liquidity for an older generation as part of an appropriate succession plan.
Book a consult at a time convenient for you
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424-245-0588
[email protected]
This is not an offer to lend or extend credit. Credit approval is subject to credit standards, and actual terms (including actual loan amount) may vary by applicant. Advisory Services USA requires certain supporting documentation with each new application and offers no guarantee of funding or loan offers and the terms thereof. All Loan decisions are made by our lending partners and subject to their specific underwriting criteria and approval processes.
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