FINANCING SERVICES
When you have a financing need, we will combine the understanding of your business, which we have gained by providing tax and accounting services, with our vast financing experience and contacts to help ensure you obtain the financing you deserve.​
Our assistance includes (a) assessing available financing options, (b) preparing loan package and (c) lender introductions.
​Our expertise is derived from prior experiences as a financial officer for publicly traded corporations, earnings calls with investors, meetings with credit ratings agencies such as Moody’s and Standard & Poor’s, negotiating credit facilities as large as $250 million, and managed debt loads in excess of $750 million. Coupled with decades of helping clients obtaining the financing they deserve, Schulte & Company is a valuable teammate when you are looking for financing.
BUSINESS SALE OR ACQUISITION SUPPORT
Asking the right questions and properly structuring a transaction can significantly change the economics of a deal. Our experience in asking the right questions and structuring transactions ranges from IPO's of multi-national businesses to small business asset purchases.
We have helped countless clients acquire their businesses; merge with competitors, and, when it’s time to hang up the cleats, sell their businesses. With decades of experience, our business purchase and sale support activities includes;
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Identifying client goals and assessing strategic options,
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Determining the value of the business being sold or targeted,
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Structuring the deal to maximize after tax dollars,
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Negotiating the deal,
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Reviewing Letters of Intent, Sales Agreements and Contracts,
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Financial, tax and accounting due diligence and
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Obtain Financing.
Click here for a client experience on how we helped their Bottom Line with our Transaction Advice.