Confluence Advisory Group

Confluence Advisory Group can assist your business throughout all stages of its life cycle. We work with start-ups, early-stage companies, and small businesses to address a wide array of opportunities or challenges. CAG can assist with opportunities including launching a new business, capital raising, optimizing the performance of existing businesses, turnaround consulting when the road gets rocky, and preparing for the sale of a business. Many times, these opportunities or challenges require more time or resources than an owner or management team it able to dedicate; however, not enough time to justify the hiring of a full-time management team member. Additionally, challenges which are outside of management’s scope of expertise may exist and obtaining assistance from someone who has experience addressing these challenges can be very beneficial for your business. BRIAN SOELDNER Having spent 25 years as a banker and investor, including 13 as the CEO of a bank, I bring a unique perspective to my clients. I know what it takes to work with your lender on solutions that provide your business with the cash flow relief it needs and is also palatable for your lender. One of the most important aspects of that solution is the demonstration of a clear and concise action plan to be undertaken by your business to ensure its viability and also give the bank confidence that you will be able to repay your debt. SERVICES • Start-ups or Early Stage Businesses – Feasibility Studies – Business Plans – Business Strategy – Investor Picth Decks • Turnaround and Distressed Situations – Debt Restructuring – Liquidity Management – Performance and Profitability Improvement – Interim Management • Established Businesses – Strategic Business Assessments – Key Performance Indicators and Organizational Alignment – Transaction Due Diligence and Advisory – Exit and Succession Planning REQUEST A FREE INTRODUCTORY CONSULTATION TODAY.