CALL US TODAY:
NC: (704) 892-8733
FL:  (954) 424-2345

STRATEGIC FINANCIAL PLANNING

Avoiding problems attracting capital now and in the future.

The financial services provided by GREENTREE are designed to fulfill a complimentary role with the client's CFO. GREENTREE provides expertise and assistance in the complex financial planning required in dealing with the public financial markets. The services provided by GREENTREE fall into the category of Strategic financial planning in anticipation of going public.

Strategic Financial PlanningIncluded in GREENTREE services are advisory and consulting services to the client with respect to its relationship and interaction with the public financial community and securities industry, including broker/dealers, auditors, underwriters, regulators and underwriter syndicate members. In addition to direct interface with the financial community, GREENTREE provides continuing assistance and consultation to the client in executing the plan developed for gaining a successful NASDAQ listing and market for the client's securities.

Strategic Financial Planning consultations usually start prior to the client's going public and continues through the closing. GREENTREE begins by developing a thorough understanding of the client's company and their industry. We review the company's operational and management capabilities. We then do an analysis based upon the future growth plans and the capital requirements. We assist in developing the plan to go public. The company has several flexible options including a traditional underwriting (IPO) or a self-underwritten offering.

Clients That Utilize our Services Benefit By:

  • Saving Time And Money
  • Reducing Management Time Dealing With the public offering process
  • Avoiding False Starts And Blind Alleys
  • Benefiting from our expertise.

GREENTREE performs no underwriting or investment banking functions and acts solely on behalf of a client company in providing in-house financial advisory services. Although the consulting services of GREENTREE may include general advice and consultation regarding general legal topics relating to the consulting services to be rendered, particularly with respect to areas of financial expertise of GREENTREE, the services rendered by GREENTREE do not include the rendition of professional legal services or any specific legal service, advice or consultation by GREENTREE.

Please click on the items on the right to review more of the services that Greentree provides.


Greentree Financial Consulting