Business growth with an asset purchase
For organizations considering equipment purchases, leasehold improvements, automation, or the costs that support implementation.
Discuss this needAdvisory approach
A clear path from need to funding.
Explore the situations that may warrant a financing discussion and the typical process that can follow.
Client fit
Where a financing conversation can start.
Shaffer Capital’s public services and case studies point to several common financing situations. The right structure depends on the individual business and transaction.
An acquisition or ownership transaction
For business owners considering an acquisition, management buyout, dividend recapitalization, or another ownership-related transaction.
Discuss this needA working-capital requirement
For companies seeking liquidity to support purchase orders, seasonal demand, inventory, accounts receivable, or day-to-day operations.
Discuss this needA complex financing picture
For organizations assessing asset-based lending, supplier support, refinancing, or project-based financial guidance.
Discuss this needA typical engagement
A clear path from need to funding.
Every financing situation is different. This five-step outline describes how a focused advisory conversation can move forward.
Start a financing conversationStart with the business objective
Share the transaction, asset purchase, growth plan, or cash-flow need behind the financing discussion.
Review the financing context
Clarify the business model, funding need, available information, risks, and relevant timelines.
Assess suitable structures
Consider financing structures and terms that align with the stated objective and operating realities.
Engage lender relationships
Use the appropriate lender network and financing conversation to pursue a suitable structure.
Support through funding access
Remain involved from underwriting through access to funds, as described in the public Shaffer Capital approach.