Leveraging Finance Strategy to Grow Your Business

Identify and overcome what’s keeping your business small 

Scaling a Business

Getting a business up and running is only the first step. Now it’s time to grow. At each stage of growth, owners confront new challenges. Systems that worked suddenly fail when asked to deliver more faster.

What if you had access to a seasoned team who’d been there, done that? What if you had expert advice on building or accessing:

Strong infrastructure (computer technology, manufacturing equipment, physical space, etc.) 

Cash flow and access to credit or other financial resources

Up-to-date financial records for timely reports and accurate decision-making

Efficient SOPs

A high-functioning team that can operate the business without being micromanaged 

No matter what’s preventing your business from growing, we can help pinpoint the issues, find solutions, and implement them so your company’s performance and value grow.

The services we offer vary with the business type, size, and needs.  

Companies with More than $5 Million up to Around $50 Million in Annual Revenue 

We complete a thorough assessment of all aspects of the business. We categorize any identified issues into one or more of the six problem areas we address. Then we propose a custom plan to address those problems and strengthen the business.  

Companies with Between $0.5-5 Million in Annual Revenue (Microcaps)

We complete an assessment first. Then we pair the owner with a financial consultant and our signature CAPShots™ software.  

This service is our way of giving back to the entrepreneurial community. We deliver a high-value service at a significantly reduced cost compared to other fractional CFOs. 

Staffing or Professional Services Companies with Between $3-10 Million in Annual Revenue:

We offer a premium 18-month program with guaranteed results in a retainer + success fee structure. For qualified owners of micro-caps who wish to sell in 3 years, we offer a 3-year program which we guarantee will double the current valuation at sale. 

The Capital Concepts Difference

How does Capital Concepts compare to a fractional CFO?

We are significantly more “hands on” than a typical fractional CFO.

We engage with our clients in long-term relationships for a fixed, flat fee for unlimited support and provide a much higher level of ongoing consultation and guidance than a typical outsourced CFO.

We have a very different business / revenue model than a typical outsourced CFO.

We cultivate and maintain deep expertise and numerous relationships in several areas that a typical CFO does not.

Our Solutions

Our job is to make the job of business owners easier by allowing them to take control of their finances. Capital Concepts provides four types of services aimed at combating the major pain points.

Consulting

We assist, teach and advise our clients around such things as pricing models, management controls, financial modeling, financial statements preparation, using financial metrics to ensure success.

Financing

We advise on and provide access to specialized lending solutions and work with the business owners to prepare the documentation and presentation necessary to obtain and appropriately manage use of the funds and credit facilities.

Technology

We advise and provide access to technology solutions that make the process of receiving and accounting for funds more efficient and secure; e.g. accounting, inventory control and manufacturing process systems.

Banking & Merchant Services

We provide access to a myriad of customized solutions related to payments and electronic funds processing.

Watch Your Business Grow

We’ve worked with a banana farm in Ecuador, a bit-coin mining company, and businesses in explosives industry. We’ve also partnered with professional services, construction, international, and manufacturing businesses. 

Our goal is always your growth. Capital Concepts uses a mixture of proven expertise and sophisticated back-end technology to improve financial hurdles that slow down business. Our team improves overall efficiency and better protects your company against future pitfalls that plague progress.

Utilizing unique solutions and deploying crafted tactics to fit the individual challenges of your business, Capital Concepts ensures that you achieve your business growth goals regardless of scope or scale.

LEVERAGING FINANCE STRATEGY TO GROW YOUR BUSINESS.