Capital Strategies to Grow Your Business

With our extensive experience in finance and deal structure, Mowery & Schoenfeld is the ideal partner in your pursuit of business growth. We help you develop a strategy for structuring initial capital, obtaining additional capital, and restructuring to maximize your existing capital
Our financial advisors are committed to the financial health of your business. Whether your business is a new startup or an established, rapidly growing company, we help you create a clear strategy to obtain capital, identify capital sources, and negotiate deals.

Financial Advisory Services

When your company is facing financial decisions that will affect your business for years to come, Mowery & Schoenfeld can provide objective advice, giving you the edge you need to make the best choice. Our value-added solutions are designed to improve financial management and maximize value. Our services include:

  • Forecasts/Projections
    We collaborate with you to make educated assumptions about your business and industry, and then based on these expectations, we create a financial forecast for your unique situation. The result is a prediction of future financial outcomes that helps you manage your budget and allocate financial resources to meet your strategic objectives. 
  • Capital Formation
    Our financial consultants expertly evaluate your capital structure, capital needs, relevant sources of capital and growth opportunities. On the basis of those assessments, we create a capital formation or reorganization strategy that helps you achieve your full potential.
  • Valuations
    When an investment, sale, or acquisition is on the table, count on our financial advisors to determine the full strategic value of the target company.
  • Risk Analysis
    Your business environment is constantly changing, presenting you with unexpected financial risks. We have the experience and latest technology to help you identify and analyze the risks, and the ability to develop plans to mitigate them.

Primary Contacts

Stefan Beal

Assurance Partner, Director of Assurance
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