SERVICES & AREAS OF EXPERTISE
1.
Business Plan / Company Overview
The first step in all financing activities is the development of a comprehensive Overview document. This
document acts as the chief communication vehicle to interested parties.
It is comprised of two sections. The Narrative section details a company’s history and major successes
and other relevant information (e.g. Management experience, Capital structure, Market and Industry size). The Financial section
outlines financial history and future years’ projections. These analyses are essential to positioning the company
properly with potential investors.
Further
GOLDART pursues with the client the fruition of financing including bank presentations, equity pitch meetings and loan agreement
negotiations. Successful meetings are dependent upon experience and understanding of all the relevant issues for both investor
and client alike.
2. Marketing and Promotion Services (click for more)
The essential goal of marketing
is to create, develop and implement comprehensive business solutions to drive Sales and Brand creation. These solutions frequently
include tradtional tools such as advertising, public relations and promotion programs, but may include newer non-tradtional
tools such as Internet advertising, website development.
Working with mangement, we develop broad marketing campaigns using all traditonal and non-traditinal marketing
tools to drive revenue production and increase brand / product awarensess.
3.
CFO Duties: Financial Planning, Organization and Analysis (click for more)
Financial and Strategic Planning
is the core business activity that preserves, enhances and ultimately realizes the full value of an owner’s interests.
It includes an analysis of the current business portfolio, the company’s strategic objectives, the company’s
inherent strengths and weaknesses, and an evaluation of the company’s relevant competitors and markets.
Further, through detailed Margin and Cost analyses which
help management pursue its goal of the highest Return on Investment possible by focussing the business on the appropriate
cost structure and correct investment activities.
4. Business Sales and Purchase Advisory Services
Though GOLDART’s role can vary considerably depending
on the nature of the engagement and its client’s wishes, GOLDART acts in an advisory capacity during all aspects of
the negotiation process with regard to merger and acquisition activity the client may be pursuing.
Working very closely with its clients and its client’s
other advisors (attorneys, accountants, etc.), GOLDART assists in the direct negotiation by evaluating offers against management’s
goals, handling communication between parties and councils and managing work flow to ensure the attainment of the favorable
purchase price and deal structure (e.g. cash vs. stock deal, up-front, earn-out and contingency payments, and purchase,
shareholder and employment agreements)
5. Funding / Capital Origination
GOLDART has developed a network of associates and acquaintances
that are potential investors in certain projects. GOLDART may initiate contact with interested parties who may participate
in investment transactions. In this role, GOLDART works as a broker between investors and the client.