CAPITAL PLANNING

CAPITAL STRUCTURE ANALYSIS

You want to grow. The question is where and how to do so. The AchieveNEXT team has worked with numerous companies across industry sectors to identify where and how to best make investments in order to expand and scale. It’s easy to identify your machinery depreciation schedule, but have you determined the true value of your highly functioning sales team that is excelling despite market barriers? Our capital structure analysis will examine each and every factor that makes you a success — real or perceived.

NEEDS ASSESSMENT

A comprehensive company review leads to a gap analysis. We identify your strengths and weakness throughout your value chain. Honest feedback is key; the pace of modern commerce doesn’t allow for second chances. The experts at AchieveNEXT will become an illuminating voice that will serve as your guide when plotting the most profitable path ahead.

ALTERNATIVE CAPITAL STRATEGIES

Our network — curated to the advantage of the middle market — spans North America and extends internationally. AchieveNEXT works differently than large investment banks. Whether it is venture capital or institutional financing that suits you best, we pair you with not only the right financing, but the right relationships that will drive success for your business.

SELECTION SUPPORT

Making critical decisions, such as choosing an investment partner, require a gamut of options. Your capital planning decisions will ultimately set the course for your company. Therefore, it is critical to validate your decisions with experts who have seen success in the arena. AchieveNEXT stacks and evaluates the appropriate partners to ensure cultural, fiscal, and operational alignment.

Data & Metrics

In addition to the standard financial data, we use our proprietary software to quantify risk and human capital. This data informs the strategy which will ultimately lead to a better transaction amount.

JOEL LINDENBERG
DIRECTOR

“Your enterprise value is always changing. You must choose a firm that can keep pace.”