Pro Forma Financials and Cash Flow Forecasts

We develop dynamic, scenario-based pro forma models tailored to your growth strategy, pricing structure, and operational roadmap. These forecasts help you:

• Demonstrate financial viability and scalability to investors

• Stress-test cash flow under various funding and revenue assumptions

• Align internal planning with external expectations

Loan Application Support and SBA Documentation

We streamline the financial components of loan applications, including SBA 7(a), 504, and microloan programs. Our support includes:

• Preparation of lender-ready financial packets

• SBA Form 413, 1919, and personal financial statements

• Debt service coverage analysis and use-of-funds breakdowns

Financial Readiness

In collaboration with Sovran Accounting Services, we equip founders and executives with the financial documentation and strategic insights lenders, investors, and boards demand. Whether preparing for capital raises, loan underwriting, or investor presentations, we ensure every financial artifact is accurate, compelling, and audit ready.

GAAP-Compliant Reporting and Financial Modeling

We produce investor-grade financial statements and models that meet GAAP standards and reflect your business’s true economic position. Services include:

• Monthly, quarterly, and annual reporting packages

• Revenue recognition under ASC 606 and lease accounting under ASC 842

• Custom financial models for valuation, pricing, and M&A scenarios

Marketing & Brand Positioning

Your story matters. We help you tell it with clarity, consistency, and impact. Advantors creative direction blends strategic messaging with visual sophistication to ensure every touchpoint builds trust and drives engagement — from investor decks to client-facing materials.

Executive Summaries and Pitch Decks

We craft concise, compelling narratives that resonate with investors, partners, and stakeholders. Each deck is:

• Structured to highlight your value proposition, market opportunity, and financial readiness

• Designed for clarity and visual flow, with branded layouts and iconography

• Tailored to your audience — whether VC, SBA lender, or strategic partner

Website Brand Messaging and Visual Identity

We define and refine the language and visuals that shape your brand’s perception. Services include:

• Tagline development and brand voice guidelines

• Logo design and iterative refinement

• Visual identity systems that scale across platforms and formats

Client-Facing Materials That Build Trust

We produce polished, professional documents that reinforce credibility and support client engagement. These include:

• Service proposals, engagement letters, and onboarding packets

• Case studies and capability statements

• Branded templates for presentations, reports, and outreach

Capital Strategy & Loan Matching

We don’t just prepare you — we connect you. Through our partnership with Sovran Accounting Services, we help growth-stage companies and strategic ventures secure the right capital, navigate complex funding environments, and position themselves for long-term financial strength.

Guidance on Loan Types and Funding Sources

We demystify the capital landscape and help you choose the right instruments for your business model, growth stage, and risk profile. Our advisory includes:

• Comparative analysis of SBA, bank, venture debt, and alternative lending options

• Equity vs. debt tradeoffs and hybrid capital structuring

• Funding roadmaps aligned with operational and strategic goals

Support Through Underwriting and Approval Processes

We stay with you through the entire funding journey — from application to closing. Our support includes:

• Preparation of lender-ready financial packets and SBA documentation

• Responses to underwriting inquiries and compliance requests

• Negotiation support and term sheet review

Strategic Advisory for Long-Term Financial Positioning

Beyond the transaction, we help you build a capital strategy that scales. Our advisory covers:

• Capital stack optimization and debt service modeling

• Board-level reporting and investor communications

• Readiness for future rounds, exits, or refinancing

Multi-Tiered Revenue Modeling & M&A Prep

We go beyond spreadsheets to align your financial narrative with market realities and growth potential. Whether you're preparing for a merger, acquisition, or strategic partnership, we ensure your financials reflect:

• Scalable unit economics

• Sensitivity analysis across tiers

• Clear ROI for potential investors or buyers

Every Stage. Every Need. Every Outcome.

Whether you’re pursuing first-time funding, preparing for a strategic transaction, or strengthening daily operations, Advantor Consulting Group ensures your organization stands out, gets funded, and builds sustained success.