Expansion Planning

Expansion Planning: Funding Corporate Growth

Boston Financial Resources helps its clients in expansion planning to fund their corporate growth. The first step in a company’s search for capital is the preparation of a financing proposal. Boston Financial Resources helps companies draft a range of documents dedicated to expediting a firm’s capital search.

These include:

  • Funding proposals for raising permanent debt, equity
  • Financing plans for selling a company or divesting a subsidiary through conventional transactions and ESOPs
  • Public offering prospectuses and private placement memoranda

Our approach to drafting funding proposals is founded on a commitment both to the client company and to the prospective lender or investor. Documents we prepare disclose information a financial decision maker needs prior to making a loan, investment, acquisition, or underwriting. At the same time, we take care to fully communicate management’s vision and the company’s potential in areas extending beyond financial objectives.