FINANCIAL CONSULTING

Financially focused design.  It is where our expertise merges heads and hearts to ensure you can continue to dream big while achieving measurable and realistic results. 

We ensure the financial foundation of your business is in place before, during and throughout the lifecycle of your business.

We can assisit with the preparation of investor decks/capital raise decks, financial consulting for restaurant and retail (single unit and multi unit), financial consulting for franchise systems (franchisor & franchisee), and financial consulting with regards to real estate (purchase or lease).

EXPERTISE &
CAPABILITIES

Our expertise and service offerings are uniquely tailored to fit each company’s specific needs.  We can provide assistance in the following areas:


INVESTOR DECKS/CAPITAL RAISE DECKS
We have successfully prepared investor decks for many of clients which have been instrumental in raising the required capital for expansion across a variety of industries and product types from iconic brands to privately held businesses.  Services include, but are not limited to; assisting clients with raising private equity capital, preparing bank loan and financing packages, preparing non-traditional loan and financing packages.



RESTAURANT & RETAIL - SINGLE & MULTI-UNIT
We provide a variety of consulting services for single and multi-unit operators.  Services include, but are not limted to; operational assessments audits, financial modeling for new locations, equity and debt raises for new locations, construction budgeting, human resource financial forecasting, new location projections,  projected P&L, ROI, CAPEX budgets.


FRANCHISE SYSTEMS - FRANCHISOR & FRANCHISEE
We provide a variety of consulting services for franchisors and franchisees.  Services include, but are not limited to; operational assessments audits, financial modeling for new locations, equity and debt raises for new locations, construction budgeting, human resource financial forecasting, new location projections,  projected P&L, ROI, CAPEX budgets.


REAL ESTATE FINANCE
We provide a variety of consulting services for single-unit & multi-unit restaurant and retail concepts as well as franchisors and franchisees with regards to real estate purchase and lease transactions.  Services include, but are not limited to; strategic planning, site selection and target market evaluation, lease negotiation assistance, development of non-traditional locations (airports, university campuses), broker relationship management, re-sale of existing franchise locations, assistance in build out and budgeting for new locations.



SALE OR PURCHASE
We provide a variety of consulting services for potential investors seeking to purchase an existing restaurant or retail concept as well as privately held businesses, franchisors, and franchisees seeking to sell their business.  Services include, but are not limited to; business valuation, real estate valuation, and intrinsic valuations of brands.

RECENT DEALS
PATSY'S PIZZERIA
Successfully negotiated a licensing and franchise deal structure opening the flagship, newly designed Quick Serve location for this iconic NYC institution.

+  Licensing/Franchisor Deal Structure
+  Capital Raise
+  Restaurant construction budgeting
+  Restaurant projections
+  P&L & CAPEX modeling
+  Lease negotiation
BRANDI TRATTORIA & PIZZERIA
Successfully negotiated a licensing and franchisor deal structure bringing an iconic, 240+ year old Naples, Italy brand to the United States opening the first flagship US location. 

+  Licensing/Franchisor Deal Structure
+  Investor Deck capital raise
+  Franchisor budgeting
+  Restaurant construction budgeting
+  Restaurant projections
+  P&L & CAPEX modeling
+  Lease negotiation
RACHEL'S TAQUERIA
Successfully negotiated a licensing and franchisor deal structure opening the flagship Brooklyn, NY location for this native San Clemente, CA concept.

+  Licensing/Franchisor Deal Structure
+  Capital Raise
+  Franchisor budgeting
+  Restaurant construction budgeting
+  Restaurant projections
+  P&L & CAPEX modeling
+  Lease negotiation
LA LUCHA SANGUCHERIA
Working with this 20+ unit, $19MM in system-wide sales, Peruvian brand to open its first flagship US location.

+  Investor Deck
+  Private Equity financing
+  Franchisor budgeting
+  Restaurant construction budget
+  P&L & CAPEX modeling
+  Restaurant projections
LIQUOR LAB
Successful capital raise bringing an existing concept from Chicago to open its first NYC flagship location.

+  Investor Deck capital raise
+  Franchisor budgeting
+  Construction budgeting
+  Financial projections
+  P&L & CAPEX modeling
FOUMAMI
ASIAN SANDWICH BAR
Capital raise for an existing franchised Asian Sandwich concept from Boston, Massachusetts.

+  Investor Deck capital raise
+  Franchisor budgeting
+  Construction budgeting
+  Financial projections
+  P&L & CAPEX modelin
ANTICOE NOE
Capital raise for an existing for an Italian Panini style sandwich concept wirh locations in NYC and Florence, Italy.

+  Investor Deck capital raise
+  Franchisor budgeting
+  Construction budgeting
+  Financial projections
+  P&L & CAPEX modeling
VISIT OUR PORTFOLIO OF RECENT WORK
LET'S TALK
We love new challenges.  Please share some information about yourself, your project and how we can help.  We will hop on a call with you in no more than a day, promise.

Or, give us a call - 917-242-1004
CONTACT US TO DISCUSS YOUR NEXT PROJECT