Business Advisory Services

The principals of Brookstone Capital Funding Group bring over 35 years of professional experience in business performance assessment, financial structuring, and capital funding solutions to privately held companies.

Our Advisory Services provide value added assistance to help businesses navigate the various funding requirements associated with normal growth stage evolution, unique business expansion opportunities, or unforeseen business challenges. We work closely with our clients in providing a collaborative, hands on approach customized to meet a company’s unique situational requirements.

Client advisory services include:

  • Business finance advisory services including financial planning, revenue and profit enhancement strategies, liquidity and working capital management, capital structuring evaluation, and alternative capital funding options including debt and equity arrangement solutions.
  • Business health assessment including underperforming business segments, turnaround strategies, and balance sheet restructuring and recapitalization needs.
  • Assessment of current banking relationships to optimize treasury management services, cost/benefit analysis, credit structuring, and banking relationship enhancement including debt workout advisory services.
  • Business transition, succession, and shareholder liquidity strategies.
  • Investment and Owner Occupied Real Estate finance advisory including traditional and non-traditional funding arrangement capabilities.