Financial Advisory Services
Built with Your Business in Mind.
Lack of capital or cash flow is the #1 challenge for small businesses
At Know Financial, we’re invested in your story and your business. We offer bespoke financial advisory services to small businesses at any stage of maturity. Our high touch approach offers clients with dedicated 1:1 support throughout the advisory process.
We offer tailored financial strategies to address various challenges, such as:
We understand that your business is unique. Let us help you find the solution that fits your business need.
Natural Disasters
Has your business been forced to close, lost sales or revenue, or been unable to pay your bills because of:
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COVID-19?
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Flooding?
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Hurricanes?
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Tornadoes?
We have experience helping businesses during challenging times caused by natural disasters. We’re experienced in navigating government-backed disaster programs to help keep your doors open.
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Contact us to find out how Know Financial can help.
Turnaround & Re-Structuring
We have worked with small to middle-market companies that are struggling with their cash flow – whether it's from growing too quickly or a loss of business due to market changes – we analyze the current financial situation and make recommendations based on our experience.
Contact us to find out how Know Financial can help.
Real Estate
We work with principals , analyzing their potential acquisitions or depositions of their portfolio to determine if they will need any additional equity, and structuring their financing requirements.
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Contact us to find out how Know Financial can help.
Bank Consulting
Over the last 30 years, we have been providing advice to Community Banks regarding Government Guarantee loan programs along with other state and loan credit enhancement programs. Our perspective allows Community Banks to efficiently and effectively service their customer's loans. Some of the services we provide are as follows:
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An SBA, USDA, State/Local Complaint Credit Process
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Structure and Eligibility Planning
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Loan Packaging
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Loan Processing and Closing
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Servicing
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Contact us to find out how Know Financial can help.
Mergers and Acquisitions
Businesses looking to grow will use our years of experience to help determine the strategy for either Merging or Acquiring a new business OR providing a detailed analysis on where we feel the value of the company is based on financial history and market conditions.
Contact us to find out how Know Financial can help.
Agriculture
We have been helping those in agriculture since the farm crisis in the 1980s. We have worked with grain operators, large dairy farms, cattle operations, and agricultural businesses advising them on how to grow their operations and sustain viability in today's everchanging agrarian climate.
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Contact us to find out how Know Financial can help.