Our Services
Capital Structure Advisory Services
Capital Placement & Restructuring Services
Virtual Chief Financial Officer Services
Capital Structure Advisory Services
Our Financial Advisors rely on extensive capital market knowledge and our proven qualitative and quantitative methodologies
Capital Placement & Restructuring Services
Our Financial Advisors utilize their extensive expertise and our proprietary processes and industry relationships
Virtual Chief Financial Officer Services
All businesses can benefit from the services of a seasoned Chief Financial Officer, but many SMB’s are unable to afford the costs of a full-time CFO. Omega’s Virtual CFO Service integrates seamlessly with many cloud based accounting systems (including Xero and QuickBooks) to enable our corporate finance advisors to cost effectively help businesses by:
- creating integrated financial projections based on the developing trends in real-time accounting data
- explaining financial analysis in terminology and with visual tools that non-financial clients can understand
- developing multiple future scenarios, and modeling their potential impact to key benchmarks such as working capital and cash flow
- identifying the best strategies for maximizing equity returns and managing business risk
The quality of a CFO’s contribution is limited by the contributions of his/her executive team. Get the most out of your advisor by embracing the CFO CheckList.
Capital Structure Advisory Services
- reconcile our clients’ strategic plans with their current and future capitalization requirements;
- identify the strengths, weaknesses, opportunities, and threats posed by their current and/or proposed capital structure; and
- provide restructuring recommendations, if appropriate
- provide the critical financial information required by management when developing strategic plans and expenditure/investment budgets; and
- reveal capital structure alternatives that were not previously known or considered by management.
Capital Placement & Restructuring Services
Our Financial Advisors utilize their extensive expertise and our proprietary processes and industry relationships to:
- identify the qualified prospective funding sources that are best suited to the clients’ needs;
- professionally package our clients’ financial offering based on each funding sources’ underwriting requirements;
- manage the offering submission and client confidentiality processes;
- assist with negotiation of funding terms & conditions; and
- facilitate & coordinate transaction due diligence and completion between all involved parties (i.e. the client & funder and all legal, accounting, valuation, and inspection professionals).
Our Placement & Restructuring Services are valued by our clients as they:
- reduce management distractions from primary business responsibilities;
- ensure our clients obtain the best solutions available for their unique capitalization needs; and
- provide smooth and expeditious transitions to new capital structures.
We stand behind the value of our services. Please contact us to learn more about our performance-based fee structures.