An initial examination is essential in establishing the groundwork for the project’s overall financing goals
and objectives.This preliminary process identifies a specific path towards attaining the financing
options available for each business venture. Its information processing system is utilized to understand
and clarify the primary risks and resources required to make a commitment to proceed.
Information gathering and initial analysis
To recommend the right financing solution for each client requires a thorough understanding of the
business’s needs, both present and future. To achieve this level of project knowledge, CMG conducts
a one-on-one review with each client to determine the current status and marketing issues within the industry.
Review of existing business plan
This assessment can also be done with a detailed synopsis of the current project status or an
executive summary, if an investment grade business plan is not yet available.
Review of project parameters and available financing infrastructure
To understand the scale of the project, CMG will evaluate the information provided from the Inquiry Form,
what kind of capital is available, initial industry research and provide a broad estimate of realistic
financial deliverables.
Review of personal and business credit reports
CMG will obtain and pay for the client’s credit report fees prepared by international credit agency. All
stages of any financing project must be accurately estimated, beginning with the credit reports the lenders
and investors will carefully be evaluating. This will help organize and calculate any additional needed
resources, while providing a realistic foundation for the project.
Elementary due-diligence of existing business model and management
This high-level review allows both CMG and the client to establish a roadmap of the project. It will determine
if core adjustments need to be made to the business structure and evaluate management team capability.
Customized proposal and timeline of our comprehensive financing program
This detailed schedule will provide a tailored and personalized plan of the next steps necessary in attaining
financing results with the experience and credibility of CMG.
