May 2, 2016

About Us

What we do

We serve small to mid-sized businesses at every level of their organization, in whatever capacity we can be most useful, whether as a trusted advisor to management, or as a turn-around consultant and lender for companies in Chapter 11 bankruptcy workout situations. For every engagement, we assemble a team with the most appropriate experience and expertise. Our core consulting strengths, however, are in the areas of cash flow solutions, resource management and legal compliance.

No matter the challenge, we focus on delivering practical and enduring results, and equipping our clients to grow and lead. We partner with clients to put cost-saving recommendations into practice. Our implementation specialists work directly with clients over long periods to help develop workforce skills, drive operational improvement, and apply new working methods.

We continually seek new and better ways to serve our clients, and aim to anticipate their future needs. We encourage our people to create and pilot new capabilities and tools, and we invest our firm’s resources in these efforts.

What we sell

Unlike most business consultants, we don’t come looking for a check from our clients. To the contrary, we come to our clients with check in hand. When we consult our clients, we bring more than words to the table. We also bring checks so as to improve our clients’ cash flow, increase wealth, or reduce overhead. We will find a way to accomplish this from day one. Simply put, we sell results. Not talk.

Guided by our values

Relationship: We strive to build a relationship of trust with every client, for the long-term. That means that every recommendation will begin with the ending in mind. Confidence: We guard client confidences with the utmost of confidentiality, be it the confidentiality of staff, employees, or client customers. Truth: Because we have a vested interest in our clients, we express the truth as we see it. Win-win: We will only take on an engagement if we truly believe we can create value for the client substantially in excess of our professional or financial services’ fees. For those reasons, we gauge our success in 3 ways: (1) on our cost-savings impact, (2) on the clear and measurable performance we achieve, and, (3) on the long-term health of our clients.

People and values

Our people make us different—energetic about supporting and challenging our clients in equal measure. We’re passionate about making a measurable impact in all we do.

We consult with dollars

We deliver true results, focusing on strategic decisions and practical actions through the cash flow and resource management services we offer. We engage all levels of an organization from day one, financing momentum and capabilities to sustain our clients’ growth.

Our experience

Since 1980, we’ve been both a direct lender and consultant in the cash flow solutions, resource management and legal compliance for business large and small. For instance, we’ve allied with certain California cities by jointly financing select municipal vendors. We’ve consulted for banks with troubled or bankrupt loans. And we’ve also financed countless start-up companies that created rare and niche products or services.

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