BFG provides many strategic and transactional services for our clients, including Business Planning and Financial Modeling and Capital Markets advice.
Business Planning and Financial Modeling BFG assists companies in preparing business plans, financial projections and internal business valuations, assessing regulatory hurdles, and developing growth and market penetration strategies to help take businesses to the next level.
Whether your business is just starting out, getting ready for the next round of financing, or ready to exploit the capital markets, a well thought out business model and plan for growth is the key to success. BFG professionals work with management in identifying coveted markets, assessing the competition, honing in on key success factors and market differentiators, and outlining the action items required to succeed.
Capital Markets Advice
BFG provides capital markets advice to all kinds of companies, including start up businesses looking for that initial round of angel capital, established companies looking to tap into the private debt and equity markets, foreign companies looking to enter the US capital markets, and high-growth companies planning for that initial or follow-on public offering. BFG assists management teams in developing a realistic capital structure designed with the company’s short- and long-term business goals in mind. Once the company’s real financial needs are understood, a tailored approach to the capital markets – equity or debt, public or private, domestic or foreign – is developed.
BFG designs the investor pitch or roadshow presentation, identifies market-specific investors and supports the transaction until it has completed successfully. The input of experienced advisors is critical to the success of any deal and BFG offers just that. BFG has assisted companies in over 25 transactions, including initial public offerings, follow-on equity offerings, private equity offerings, and public and private debt offerings. All told, BFG professionals have helped companies raise over $3 billion in capital. BFG’s financial staff has significant experience working with the rules and regulations of the Securities and Exchange Commission, including Regulations S-X and S-K. BFG provides in-house training to publicly-held and private companies on the reporting requirements of the SEC. BFG professionals are on the teaching faculty of the American Institute of CPA’s and have instructed hundreds of business professionals on the reporting requirements of the SEC.