When A Potential Client Contacts Me, I Offer Several Questions:
Plan tactical responses to unexpected consequences: things that can go wrong, pivots in response to untoward events. Make it part of your playbook.
Know exactly your sales volume & value, and your costs.
What does it cost you to get new & keep existing customers.
What's your net income, your assets worth, short-term liabilities?
How much do you have in long term liabilities (loans beyond 12 months)
We offer the full suite of services to assist you in turning your firm around, be it startup or a legacy business, or securing funding to get to the next level.
My challenge is to poke holes in your plan to identify gaps, and help design solutions to manage risk.
Ensure you are leveraging available technology to support all aspects of operations.
Securing capital requires structure, the key to getting all deals done. It comes down to what can go wrong, not what can go right!
Think in terms of new unthought of partner win-win relationships: Interim CFO, Regulated/Non-Regulated Lenders, PE, IBankers/Bond Issuance, Customers, Turnaround Consultants
Who Is The Accountable Person? Who Are The Stakeholders? Ask NOT what the ROI is, but HOW it is going to attained!
30 years Experience, QB Certified, experienced In Commercial Real Estate, Construction, Retail, Consumer Products, and Financial Accounting.
I cannot say enough thanks to James Felds and Focustar Advisory Services. My company was in a bad spot due to prior mistakes and other factors and I didn’t know where to turn. Thankfully, I was referred to James and in a short time frame, he and his team tackled the issues (there were many) and it feels like I have a brand new company and the future is bright! Between the general advice, financial steps advised and taken, bookkeeping services and much more, I feel like I can breathe again.
I have had the privilege of working with Jim on several project finance arrangements for complex energy projects. Not only has he been a pleasure to work with, his industry knowledge, coupled with a clear understanding of project finance needs, has made his contribution a cornerstone to our success.
I engaged Jim Felds and the team to consult on an apartment/retail project we had been developing as a lakeside condo construction project called Langtree fell on deaf ears to the lending community during the banking crisis. With Focustar's help we were able to obtain an invitation from HUD for approximately $37,000,000 - the largest single loan ever invited in North Carolina history.
James Felds and his team did an excellent job connecting his client Premier Energy Services with our company. FocustarAdvisors, in our experience, was focused on understanding both parties’ missions and was active in aligning everyone’s interests to a clear path for successful business.
We worked with Jim on several transactions. His knowledge base, insights and response time were excellent. He and his associates are thorough and hard working.
Jim is an expert in finance with exceptional strategic ability. His insights in organizational structure, analysis of the regulatory landscape, and technology commercialization have been extremely valuable to our team. He has a keen ability to clarify what's really important and a no-nonsense style for getting things done. Jim is always a pleasure to work with.
Jim is the one of the hardest working investment bankers I have ever worked with. He is relentless in his pursuit of financing and a pleasurable guy to work with.
We work with clients across the U.S. Give us a call or drop us a note!
601 21st Street Suite 300
Vero Beach, FL 32960