This clinical research company had two owners but each had a different outlook on how to take the company to the next level. One of the owners proposed a buyout of the other, but lacked the capital to yield the necessary results. He brought in a financial consultant to explore the potential options. The consultant knew there could be side effects if the wrong financial partner was selected – which is why he confidently recommended Allied Financial. After studying the financial information of the company, Allied felt the prognosis was favorable and proposed a $500,000 working capital line of credit. Time was of the essence as the proposed buyout had a firm expiration date. Allied worked quickly to fund the company one week later and which gave the sole owner a healthy financial future.
This flag manufacturer was experiencing some waves of high growth and found his limited working capital being pulled in all directions. The owner approached his long time banker to explore obtaining a line of credit. Unfortunately, due to a few unsteady years of business, the bank was unable to grant the request. The banker was not going to let the American dream of entrepreneurship fold and immediately made an introduction to Allied Financial. We analyzed the financials and saluted the accomplishments of the company and put a $300,000 line of credit in place. The business owner was able to fill his new sales orders and was grateful to the banker for the introduction to Allied. Of course, the banker looked like the hero and kept the remainder of the banking relationship. Another Win, Win Win for all parties involved!