CORPLAN adding value, Guiding Growth
 
I like the way the Corplan financial forecast model is laid out, including with the bank covenant tracking.  It is simple to use and easy to understand. It’s very slick."
Paul Anderson, President
HMA Land Services Ltd.
 
   
   
 

Other Advisory Services

 
 

Financial Forecast Modeling:


   Services


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  • Comprehensive Financial Models, using advanced Excel capabilities
  • Full Budgeting & Cash Flow modeling – Balance Sheet, Income Statement & Statement of Cash Flows
  • Monitoring Bank Covenants
  • “What-if” scenarios for Annual Budgeting 
  • Scenarios for Acquisition and Divestiture prospects  

People Issues: 

  • Retention Strategies.  Targeted Recruiting Services.
  • Rounding out the Succession Team in preparation for a Divestiture.
  • Culture Integration following a Merger or Acquisition.
  • Solutions for Morale & other people issues with Multiple Office & Branch locations

Going Public and Other Financings:

  • Corplan Advisors have Been There and Done That.  Brian Hamilton was the lead taking several companies public, including an electronic manufacturing company, plus subsequent equity and debt financing of approximately $40 million.

The Corplan Advantage:

  • Operating Experience: The track record of Brian Hamilton includes 8 years as the #2 leader for CSI Wireless, guiding them from a start-up to a $150 million public company. CSI is an international engineering, manufacturing and distribution company with its #1 market brand product sold in over 50 countries.
  • People Skills:  The people skills of Corplan Advisors are a major advantage for assessing the fit of leaders, Board members and company cultures and communicating and motivating the leaders and employees. 
  • Creativity:  Generate ideas, strategies, tactics and other solutions to get the job done.
  • Concentrated Effort: Allows the Owners to keep focused on the corporation, as Corplan puts themselves in the shoes of the Owners to get the Project(s) done.
  • Independent Advisor: Complete Confidentiality, using a Discreet Process.

 
 
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