Engagement
Before DCF accepts an engagement, it researches and assesses the efficacy of the client’s business model, objectives, mission, sustainability, size, and scope. The firm determines if the client’s desired result is achievable. Upon determination of client suitability, DCF appoints the appropriate personnel to meet the client’s needs. DCF sets realistic time frames to complete the assignment. The client and DCF execute an engagement letter setting forth services.
Offering Materials
DCF sends a checklist for documentation requirements to the client. From the documentation sources, DCF prepares a comprehensive, clear, and concise description of the client’s business and strategy, distilling the key drivers and competitive advantages. This may include business plans, business strategy, single asset or portfolio analysis, growth plan, liquidation plan, debt financing, or an equity capitalization plan.
Financial Modeling and Capital Strategy
DCF creates detailed financial models for review with the client that complement the plan. The financial model acts as an integrated tool to enable the lender, and capital providers the ability to provide us
After narrowing the field, DCF will advise the client on the best pricing and negotiate all final terms and conditions of the funding(s) with our lender.
Process management
Once the plan is complete, DCF will identify best product for the client. DCF will use its strong and enduring long-term relationships to make the process seamless for our borrower.
Execution
Upon an acceptable plan structure, DCF will assist the client in all closing procedures until final funding occurs. Post closing, DCF will remain a resource for the client as needed.
