Brooklyn Tax Accountant

Financing and Investment Capital Services

BAT Financial Group has extensive experience in financing through loans and/or raising investment capital for companies of any size, including start-ups.

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Financing

BAT Financial Group professionals can assist you to find loan sources at reasonable rates and help you to prepare the necessary documents to secure loans. We can also help you manage your debt by sorting out the options available and determining the best fit for your business. We strive to save our clients money or lower debts and payments, when possible.


We have a great deal of experience securing SBA and bank loans. We have established numerous relationships with banks and other lenders so that we can provide a wider range of options.


We also do analysis of your business operations to see where we can recommend ways to increase your sales and/or reduce expenses, often while utilizing lending programs to finance your growth.

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Investment Capital

Raising private funds as equity requires a well thought out and well written plan.


The most important steps in raising capital are:


  • Preparing for the raise
  • Meeting with potential investors
  • Closing the deal


The principals of BAT Financial Group were helping to secure investment capital for many years through public and private offerings for companies ranging from startups to Fortune 100.


Preparing for the raise


The first step is to determine what you want to do. BAT can help you lay out your objectives and structure an offer that fits your objectives. We can help you answer these questions:


Should you seek loans or equity or both?


What is the value of your company?


How should you structure your company, including ownership options?


Who are your target investors?


How do you portray a clear picture of what you have and what you want?


The next step is to prepare a business plan. It is an art to be able to express your vision, the market potential, business rationale, marketing strategy, production and distribution of your products or services, determination of key management and strategic partners, financial projections, use of the money raised, and benefits to the investors including an exit strategy.


We can also help you prepare a presentation (pitch deck), customized to your audience, to provide a visual representation of your expectations for the future of your company. BAT Financial professionals have been doing this for 30 years.

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Meeting with Potential Investors

Before meeting with investors, you must find investors.


There is a broad spectrum of types of investors and BAT Financial Group can help you narrow the field to target the most desirable ones for you and your business.


The right partners can accelerate your success while the wrong ones can accelerate your demise.

Closing the Deal

Due diligence is an important factor in closing a deal. Once you have interested investors, you will most likely have to have all your i’s dotted and your t’s crossed. This need can be easy or hard. If you have prepared properly, everything will move along smoothly; however, if you have really bad credit, didn’t file your taxes, misrepresented your numbers, ownership, management, etc., your about-to-be-closed deal will evaporate.


BAT Financial Group will work with you to prepare for due diligence by having everything laid out before questions come up. In addition, due diligence can be an opportunity to display your thoroughness and seriousness to protect yourself and your investors. We can help you pre-empt and explain problems or issues before they are discovered and impress your potential investors at the same time.


We can help you negotiate terms and considerations that protect you and your investors. We can help create options that bridge any gaps and result in a win-win situation.


Finally, we can hand you a pen and point to the lines where you and your investors can sign the agreements.

Contact BAT Financial Group - Accounting Firm in Brooklyn, NY

BAT Financial Group serves clients across the New York Metropolitan Area including Brooklyn, Manhattan, Queens, The Bronx, Staten Island, Long Island, Westchester, New Jersey, Connecticut, and beyond.

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