1. Business Plan / Company Overview
The first step in all financing activities is the development of a comprehensive Overview document. This document acts as the chief communication vehicle to interested parties.
It is comprised of two sections. The Narrative section details a company’s history and major successes and other relevant information (e.g. Management experience, Capital structure, Market and Industry size). The Financial section outlines financial history and future years’ projections. These analyses are essential to positioning the company properly with potential investors.
Further GOLDART pursues with the client the fruition of
financing including bank presentations, equity pitch meetings and loan agreement
negotiations. Successful meetings are dependent upon experience and
understanding of all the relevant issues for both investor and client
alike.
2. CFO Duties: Financial Planning, Analysis (click for more details)
Financial and
Strategic Planning is the core business activity that preserves,
enhances and
ultimately realizes the full value of an owner’s interests. It includes
an
analysis of the current business portfolio, the company’s strategic
objectives,
the company’s inherent strengths and weaknesses, and an evaluation of
the
company’s relevant competitors and markets. Further,
through detailed Margin and Cost analysis which help management pursue
its goal
of the highest Return on Investment possible by focusing the business on the
appropriate cost structure and correct investment activities. 3. Marketing and Promotion Services (click for more details)
The essential goal of marketing is to create, develop and implement comprehensive business solutions to drive Sales and Brand creation. These solutions frequently include tradtiional tools such as advertising, public relations and promotion programs, but may include newer non-traditional tools such as Internet advertising, website development.
Working with management, we develop broad marketing campaigns using all traditional and non-traditional marketing tools to drive revenue production and increase brand / product awareness.
4. Business Sales and Purchase Advisory Services
Though GOLDART’s role can vary considerably depending on the nature of the engagement and its client’s wishes, GOLDART acts in an advisory capacity during all aspects of the negotiation process with regard to merger and acquisition activity the client may be pursuing.
Working very
closely with its clients and its client’s other advisors (attorneys,
accountants, etc.), GOLDART assists in the direct negotiation by evaluating
offers against management’s goals, handling communication between parties and
councils and managing work flow to ensure the attainment of the favorable
purchase price and deal structure (e.g. cash vs. stock deal, up-front, earn-out
and contingency payments, and purchase, shareholder and employment
agreements
5. Funding / Capital Origination
GOLDART has
developed a network of associates and acquaintances that are potential investors
in certain projects. GOLDART may initiate contact with interested parties who
may participate in investment transactions. In this role, GOLDART works as a
broker between investors and the client.