Cash-flow planning
Mark the weeks where money out ran ahead of money in. Learn the cause and the date.
Bring your books. Leave with a plan.
Fincrest Partners is a business solutions firm for established companies. Send us a season of bank statements. We read each line. You receive a dated plan that names every step, its order and its deadline. The first call costs you nothing.
Call or write See the six services
- On paper
Every recommendation arrives dated and written. Keep it. Show it to your accountant.
- Nothing to begin
Reach us at no cost. Later work is quoted in writing and starts only once you agree.
- Your decision
We lay out the options. You choose. No step runs without your word.
- Records held
Your statements leave our hands only when you ask for an introduction.
Who we are
Fincrest Partners is a business solutions firm. Our clients run established small and mid-sized companies: staff on payroll, customers on the books, a trading record behind them. We follow the cash through a full season. Then we write down what the next hire, purchase or expansion will need, and in what order.
Some plans need capital the company does not yet hold. In those cases we tidy the records, then introduce the company to funding sources outside the firm. Those sources are third parties. We supply no capital ourselves. Each source sets its own terms and makes its own offer. Accept it or decline it. That choice stays with you.
Services
Working-capital planning
Measure the gap between paying suppliers and getting paid. Set a reserve that covers it.
Growth and expansion planning
Price the next crew, site or product line. Put them in an order the cash can carry.
Equipment and vendor strategy
Weigh purchase, lease and rental for each machine. Read supplier terms before you sign.
Funding readiness
Put the records in order. Meet the third-party funding sources we introduce. Each sets its own terms.
Ongoing advisory
Review the figures with us on a fixed schedule. Adjust the plan as the company changes.
Why Fincrest Partners
Read first. Advise after.
No view forms until we have read the statements. Not a page is skipped.
Written, dated, yours. Every recommendation comes on paper.
Pass it to your partners or your accountant exactly as it stands.
The plan leads. Capital follows only where the plan shows the need.
We look for outside capital on your instruction, and never before the plan is written.
Cost settled up front. No surprises on the invoice.
Getting in touch is free. Later work is quoted before it begins, and the quote is what you pay.
How we work
Get in touch
Write or call. Name the company, its trade and the question you want settled.
Send the statements
Three months of bank statements. We read each line before we form a view.
Receive the plan
By a fixed date you get a dated document: findings, options and our advice.
Decide
Keep the plan, amend it or shelve it. Nothing moves until you say so.
Carry it out
Give the word. We work the steps with you, introductions included where the plan calls for them.
Start with one call.
Name the company and its trade. We reply with a short list of what to send and a date for the written answer.