Real results from real business owners.
A vending business owner was initially denied a $320,000 loan to acquire a competitor. After FinHolo revised the business plan, three banks submitted term sheets. His original bank won the bid, and we identified an additional $80,000 in savings through improved inventory systems.
Partners at a successful consulting firm struggled to understand their true profitability. Our analysis of four years of tax returns revealed problematic accounting practices. We enabled larger bonuses while maintaining bankability, and the firm eventually sold at a favorable valuation.
An MBA consultant needed valuation analysis and loan support for a specialty retail purchase. FinHolo identified risks and profit improvement opportunities, helped negotiate a lower price, and secured a $400,000 SBA loan.
FinHolo prevented a risky acquisition by analyzing broker materials and recalculating cash flow projections, revealing the business wasn't sustainable despite stable revenue. We saved the client from a costly mistake.
Eight communications industry owners converted overwhelming monthly financial data into simplified key performance indicators, enabling focused profit-margin discussions and better decision-making.
A struggling compliance firm received a six-strategy turnaround plan identifying interconnected sales, operations, and HR problems. The owner paid off $187,000 in debt within 12 months.
An industry consultant received comprehensive analysis and loan packaging, resulting in a $700,000 bank commitment — exceeding the original request. Revenue has quadrupled since purchase.