How We Work
Our Mission is to create value for our Clients through finding new profit opportunities, via an operations strategy and financial analysis framework:
- Capital Advisory works with a variety of small public companies assisting them in corporate structures than attract investors.
- Capital Advisory often owns a small percentage of any company it works with.
- Capital Advisory positions its clients for growth that will increase as a result of investment, merger or public trading status.
Capital Advisory uses this special expertise to capitalize benefits for its Clients by:
- Increasing productivity through integration of internal information systems (costs and profits) with financial reporting & corporate strategy.
- Customizing business plans to focus financial strategy to close deals.
- Raising capital focused on asset portfolios and specialized cash flows.
The core of our philosophy lies in examining the Income statement and Cash Flows, from an integrated strategic, financial, accounting, and marketing perspective. This expertise allows us to extract more financial value while improving the asset and capital utilization process.
First Steps
Capital Advisory International takes a “hands-on” approach to its Clients’ advisory, beginning with a first-class, real world analysis of the Client’s financial and operating position. Capital Advisory International and the Client determine together a solution that the organization is able to implement today, how to prove it, then achieve it:
- identify, clarify problem areas,
- establish measurable goals and
- design a framework to implement
- the optimal action plan on a test basis,
- implement on a greater scale
Capital Advisory International develops flexible action plans with the Client team which measure the project’s progress. By measuring accomplishments, the action plan can be adjusted for changing conditions before further rolling out plan execution.
Affiliations and Associations with other Professionals
Capital Advisory Investments works through extensive affiliations – a broad network of associations and advisors developed with other highly-experienced, top-tier professionals over the last 15 years in South Florida, and beyond to Latin America, and Europe.
Affiliations and associations have a special importance at Capital Advisory Investments. We believe that clients should only hire the expertise needed. When specialized expertise is needed for an industry, product, or functional area, Capital Advisory Investments can quickly assemble this additional expertise into a project team. In this way, the client leverages experience from other professionals, while only paying for the advice and intelligence that is actually needed on their project.
We use our affiliations to provide such services as raising capital, specialized tax, computer, and legal assistance. Capital Advisory Investments forms Strategic Partnerships with Alliances to arrange Client financing or business development services.