Business Tax Strategy

Business Tax Strategy

Assistance Obtaining Financing & Raising Capital

The number of small businesses in the U.S. has exploded in recent years, but all that growth presents a challenge for companies that are looking for funding. Small businesses seeking to raise capital are increasing, which means that the competition for existing funding is fierce. Whether you’re in the first round of obtaining financing or raising capital or you’ve been through it before, a business financial advisor can help you identify the best options, strategies for finance rounds and make the strongest case to your potential investors.

We can assist in raising the funds needed to grow your business, taking care of the details so you can focus on your goals. With 20 years of experience in raising capital, RockRidge Financial Services located in Atlanta, GA, has experts who know what it takes to obtain debt financing and/or raise equity capital investment. We put in the time and research to best present your investment opportunity to the angel/private equity and venture capital communities. We will help:

  • Develop a capital raise strategy
  • Create valuation metrics
  • Negotiate term sheets


Working with an Advisor to Benefit Your Business

Many small businesses avoid working with a small business financial advisor to raise capital because they are worried that the cost of a financial advisor will outweigh the benefits or they don’t fully understand how beneficial it can be to have an advisor in your corner. As your partner, we want you to succeed. We will be by your side throughout what is both a very stressful and very exciting process.

We use proven methods to quickly find appropriate growth capital solutions based on your unique business model, industry, and your local area. We help you figure out which financial solutions present the greatest opportunity and return on investment while minimizing risk to your business. Our consulting services include:

  • Financial strategy and planning – we’ll meet with you to get a better understanding of your business and your current strategic plan. If you don’t have a plan yet, we can help you develop one to take advantage of your strengths and build on your success. Next, we’ll alert you to the best resources we believe are available to raise the capital you need for future growth.
  • Assessing capital markets – with your business and financial plan in hand, we’ll help you figure out how to get that information in front of investors or institutions that are most likely to provide financing.
  • Ongoing analysis and adjustments – obtaining financing and raising capital doesn’t always go exactly as planned. That is why our small business financial advisors can help you analyze what’s working and what’s not, then make adjustments as markets and business circumstances change. We’ll provide insight into what’s happening to keep you at the forefront of capital raising markets.

Let’s talk about the corporate financing and capital raising questions you have. Call our Atlanta office today to discuss your business growth goals and learn more about how we can help with small business accounting.