| Case Studies |
FINANCE
PROPER FINANCING A MUST! |
1. BACKGROUND
Our client was a start-up Courier Company serving the legal and insurance community. The high service level was contributing to a very fast rate of growth. Drivers were being paid every two weeks and customers were taking normal 30 day payment terms. |
2. OPPORTUNITY
We were asked to assist with the new accounting system, but we quickly realized that there was a cash flow crunch looming. We prepared a cash flow projection and showed the owners how necessary financing was. Although they did want to borrow we introduced the Company to a Banker. |
3. SOLUTION
After the meeting the owners realized that proper financing was necessary for their success. The Bank was able to provide sufficient working capital financing on a timely basis. The Company made it over the "hump" and continued to grow and prosper. Together with the professionals at Sloan Group and the Bank, the owners were able to realize their goals. |
4. SUMMARY
The Sloan Group advisors took a proactive role in understanding their client's business and were able to assist in arranging suitable financing to ensure the Company's success. |

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FINANCE
PLANNING TO SUCCEED |
1. BACKGROUND
Our client developed a new twist on an old product and first satisfied himself that he could produce sufficient volumes to make money. |
2. OPPORTUNITY
However, his experience in the industry was weak and he did not know how to sell the product. Together with the Sloan Group team before going into production he addressed the marketing side of the business.
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3. SOLUTION
With some assistance and support from the team at Sloan Group, he hired a specialized marketing firm to deal with product and company names, brand image and packaging matters. Focus groups were used to narrow the options and provide valuable insights. |
4. SUMMARY
Although the marketing study was expensive, it provided a valuable set of plans that has served the Company well and as a result it has been profitable from the first month of sales. |

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