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Case Studies

Case Study:  A Manufacturing Company

cs-manuf-125A manufacturing company reached out to New Direction Capital during their 15th year in business. Alongside its steady growth and profitability, the company had growing pains which were impacting their day-to-day operations, causing challenges, risks, as well as opportunities.

This client understood that in order to maintain profitable growth within their highly competitive industry, specific issues needed to be addressed quickly including: Which of the multiple acquisition opportunities in front of them should be pursued; what strategies would work best to manage their profitable growth; and how to make decisions regarding outgrowing their physical space.

Read on about our approach and results.

Case Study: A Distribution Company

cs-distrib-125A Distribution company reached out to New Direction Capital during their 10th year in business. The economy had impacted the growth of the business and revenue was flat for the past three years. It was a viable business and doing well, the owner just needed to figure out how to grow over the next three to five years.

Inconsistent cash flows had made his planning difficult and due to the economy, his customers were not paying him as fast as they once did. Additionally, his bank was having difficulties and he needed to secure his physical location. He had been renting for several years and had a large investment in the location but did not own the bricks. With the landlord considering selling, he needed to work through purchasing the business.

Read on about our approach and results.

Case Study: A Medical-Surgical Company

cs-medsurg-125A Medical-Surgical company reached out to New Direction Capital during their 30th year in business. The economy had impacted the growth of the business, the bank he was dealing with over a decade was in trouble, and revenue was flat for the past four years. It was a viable business and the owner needed to figure out how to reduce expenses and find new capital to grow over the next three to five years.

With the company’s bank in turmoil, it was time to find a new way to structure their finances and develop a solution to capitalize the company. The client had a complicated situation owning over seven companies impacting their lending capacity.

Read on about our approach and results.

Case Study: A Professional Services Firm

cs-prof-125A professional services firm reached out to New Direction Capital during their 10th year in business. Alongside its steady growth and profitability, the company had growing pains, which were impacting their day-to-day operations.This client understood that in order to maintain profitable growth within their highly competitive industry, specific issues needed to be addressed quickly including: cost containment, efficient resource allocation, business roadmap planning, and handling demands of physical space.

Read on about our approach and results.

Case Study: A Real Estate Holding Company

officebuilding2A real estate firm reached out to New Direction Capital during their 5th year in business. The client is a successful real estate operator but was running into roadblocks securing capital for a large project. After spending time with many banks, they found most banks did not want to lend funds on a new construction project.

Read on about our approach and results.
Testimonials

New Direction Capital - Virtual CFO Services
“I have had the pleasure of working with Mike on several business projects since 2011.  Our initial project was to obtain financing and develop a strong banking relationship.  Mike negotiated with the bank and secured both business and residential financing.  His knowledge, expertise and professionalism were invaluable in achieving our goals.  We continued with several other projects, which included the negotiation and purchase of our building, purchase of capital equipment, and longer term business strategies.  His optimism and “can do” attitude were all essential in handling tough, complex transactions.

In my twenty-three years with my company, having used several other business advisors and consultants, I found Mike’s contribution far surpassed any others.  He is absolutely trustworthy and he delivers on commitments.  I truly believe that Mike would bring success to any organization and prove to be a valuable contributing member.”
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