FPG-USA
Project-Based CFO Advisory
Helping Founders, CEOs & Boards Build Stronger Businesses
Remote | Nationwide
From the Bookkeeping Desk to the Boardroom
Since 2008
Intuit Gold ProAdvisor – Enterprise Suite Certified • QBO Level 2 Certified • Client Advisory Services Foundation
Project-Based Financing & Capital Structuring
Seeking Business Financing? Get It Right the First Time.
You May Only Get One Chance to Make a Strong First Impression with Lenders.
Poorly prepared financial statements, weak loan presentations, and inappropriate financing structures can cost you financing opportunities—or result in unfavorable terms.
FPG-USA brings decades of executive finance and lending experience to help you prepare, structure, and pursue competitive financing opportunities.
One Project. Experienced Financial Leadership. No Ongoing Commitment.
Contact Richard Kahn, our Founder & CFO, FPG‑USA. View Richard's Credentials & Experience
📋 How We Help You Grow Profitably (TOC)
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PHASE 1 — FOUNDATION & STRATEGY
Make your financing opportunity compelling before lenders evaluate it.
1️⃣ Institutional Prep: Packaging Your Financials for Corporate Lenders
2️⃣ Capital Structure: Protect Your Cash Flow, Equity & Control
3️⃣ The Red Flags: Why Profitable Companies Still Get Rejected by Lenders
4️⃣ Your Lender Has Financial Experts. Who's on Your Side?
5️⃣ Financial Triage: Cleaning Up Your Books Before Lenders Spot the Flaws
PHASE 2 — SPECIFIC FINANCING OPPORTUNITIES
Find the right approach for your assets, business, and capital requirements.
6️⃣ Commercial Real Estate Financing: What Lenders Really Examine
7️⃣ Equipment Financing and Sale-Leasebacks: Put Your Assets to Work
8️⃣ Working Capital Financing: Don't Let Growth Create a Cash Crisis
9️⃣ Complex Corporate Financing: When Traditional Lending Isn’t Enough
PHASE 3 — RISK MANAGEMENT & NEXT STEPS
Protect your interests before making long-term financial commitments.
🔟 Loan Covenants & Financial Risk: What Could the Fine Print Cost You?
PHASE 1 — FOUNDATION & STRATEGY
Make your financing opportunity compelling before lenders evaluate it.
1️⃣Institutional Prep: Packaging Your Financials for Corporate Lenders
Your financial presentation can make or break your financing opportunity.
Standard bookkeeping reports rarely tell the complete story. FPG-USA develops sophisticated, lender-ready credit packages that highlight financial strength, repayment capacity, and business potential.
👉 Let's build a financing presentation lenders will take seriously.
2️⃣Capital Structure: Protect Your Cash Flow, Equity & Control
The wrong financing structure can cost you ownership, liquidity, and future growth.
FPG-USA evaluates debt, equity, and alternative capital structures to help protect your financial flexibility while pursuing your business objectives.
👉 Let's structure your capital before you commit.
3️⃣The Red Flags: Why Profitable Companies Still Get Rejected by Lenders
Profitable on paper. Rejected by the lender. Could it happen to you?
Financial inconsistencies, leverage concerns, and hidden underwriting weaknesses can derail promising financing opportunities. FPG-USA identifies potential red flags before lenders discover them.
👉 Find the problems before your lender does.
4️⃣Your Lender Has Financial Experts. Who's on Your Side?
Corporate financing is a specialized language. You deserve someone who speaks it.
FPG-USA brings decades of lending and executive finance experience to your project—serving as your financial strategist, transaction architect, and advisor throughout financing preparation and lender discussions.
👉 Put experienced financial leadership on your side.
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5️⃣Financial Triage: Cleaning Up Your Books Before Lenders Spot the Flaws
Don't let yesterday's accounting problems destroy tomorrow's financing opportunity.
Unreconciled accounts, questionable balances, and inconsistent reporting undermine lender confidence. FPG-USA identifies and corrects financial weaknesses before they reach a credit committee.
👉 Let's get your financial records lender-ready.
PHASE 2 — SPECIFIC FINANCING OPPORTUNITIES
Find the right approach for your assets, business, and capital requirements.
6️⃣ Commercial Real Estate Financing: What Lenders Really Examine
A valuable property doesn't guarantee an attractive financing offer.
FPG-USA brings extensive real estate development and lending experience to evaluating property income, collateral values, borrower strength, and financing structures.
👉Let's position your real estate project for serious lender consideration.
7️⃣Equipment Financing and Sale-Leasebacks: Put Your Assets to Work
Your balance sheet may be holding capital your business needs today.
Equipment financing and sale-leasebacks may unlock liquidity without disrupting operations. FPG-USA evaluates transaction economics, asset values, and financing alternatives.
👉Let's explore the financing potential of your business assets.
8️⃣Working Capital Financing: Don't Let Growth Create a Cash Crisis
Sales are booming. Cash is disappearing. Sound familiar?
Rapid growth can strain working capital before revenues are collected. FPG-USA evaluates credit facilities, receivables financing, inventory financing, and liquidity requirements.
👉Let's develop a working capital strategy that supports growth.
9️⃣Complex Corporate Financing: When Traditional Lending Isn’t Enough
Complex transaction? Conventional lenders aren't always the answer.
Acquisitions, restructurings, multiple entities, and unusual collateral arrangements demand creative financial thinking. FPG-USA evaluates specialized capital structures and potential alternative financing opportunities.
👉Bring us your complex financing challenge.
PHASE 3 — RISK MANAGEMENT & NEXT STEPS
Protect your interests before making long-term financial commitments.
🔟Loan Covenants & Financial Risk: What Could the Fine Print Cost You?
The financing you obtain today shouldn't become tomorrow's financial trap.
Restrictive covenants and repayment obligations can limit business flexibility. FPG-USA evaluates financial risks and models potential consequences before you commit.
👉 Let's examine the financial implications before you sign
1️⃣1️⃣ Ready to Explore Your Financing Opportunities?
Your next financing transaction deserves experienced financial leadership—not just another loan application.
FPG-USA provides project-based financial preparation, capital structuring, and financing advisory without the expense of permanent executive overhead.
One Project. Experienced Financial Leadership. No Ongoing Commitment.
👉 Contact Richard Kahn, Founder & CFO, FPG-USA — Let's discuss your financing project.