Extended capital-markets CFO
A Capital Options Review is a defined, paid advisory engagement comparing financing alternatives with your current plan. You receive a financial comparison, a written recommendation, material assumptions and the requirements to proceed. A short free Capital Options Preview comes first. Scope, fee, timing and deliverables are agreed before paid work begins.
Start with one financing decision
The Review is useful when a company wants to release capital from completed assets, choose how to fund new investment or assess a financing proposal. For a developer or owner, the question may be whether a tenant or customer agreement supports a better project financing. We focus on the decision rather than producing an open-ended research report.
What the free Preview establishes
A short summary and relevant public information help us assess fit, identify plausible alternatives and define the work needed for a proper comparison. It is not full diligence or a financing offer. Do not send confidential documents through the public form. Any private information is shared through an agreed channel after its purpose is clear.
What the paid Review should answer
We compare net proceeds or remaining equity, total cost, payment timing and material restrictions. Estimates are distinguished from provider indications. Our recommendation may favor an alternative, identify a prerequisite or support keeping the current financing.
- Which alternatives are credible for this asset and borrower?
- What are the economic and operating tradeoffs?
- Which assumptions or unresolved terms could change the answer?
- What information, approvals and specialist input are needed next?
Your advisor and the next step
Joe Bous leads the recommendation, supported by specialists selected for the assignment. If you authorize further work, we can help prepare the financing case and coordinate information and follow-up with appropriate providers. Responsibilities, fees and any provider compensation are agreed and disclosed. Regulated placement, legal, tax and accounting work require appropriately qualified professionals.
Illustrative example, not a client result
The decision in practice
A company considering equipment financing does not need a directory of lenders as the final deliverable. It needs a comparison with its bank and cash-funding alternatives, a recommendation and a clear list of the terms still to confirm. That is the purpose of the Review.
What to prepare
- Company or project name and the decision being considered
- Approximate size, timing and public links
- Current plan and the outcome that would make further work worthwhile
For an initial conversation, a summary is enough. Share private materials only through an agreed channel.
Common questions
Is the Preview free?
Yes. It is a short initial assessment. A paid Review begins only after we agree the scope, fee, timing and deliverables.
Will the Review guarantee funding?
No. It supports a financing decision. Financing remains subject to provider approval, documentation and the required specialist work.
Can you work with our existing bank and advisors?
Yes. The purpose is a useful comparison and recommendation, not replacing a relationship that already serves you well.
Sources and further reading
- ELFA: questions to ask before financing equipment
- World Bank: issues in project-financed transactions
Our decision framework is CFO Signals analysis. External references describe market practices and products, not an endorsement, partnership or available offer. Terms and eligibility require confirmation for your transaction.