Our Services

Capital Advisory and Corporate Finance Support

Project-based financial advisory for companies preparing for financing, acquisitions, refinancing, expansion, liquidity needs, or other major capital decisions.

Discuss Your Capital Project

Build a Finance-Ready Business Case Before Capital Outreach

Capital is not only about finding a lender or investor. The business case, cash-flow capacity, reporting quality, proposed structure, risk profile, and management story must all support the request. YLU CPA helps owners and leadership teams assess the decision before approaching capital providers. We translate operating plans into financial evidence, identify the information stakeholders will require, and evaluate how the proposed structure may affect liquidity, ownership, covenants, risk, and long-term business value. The objective is to enter capital discussions with a credible plan, organized information, and a structure the business can realistically support.

Financing and Capital Structure Support

Depending on the project and the company's circumstances, YLU CPA may support:

Working-capital and asset-based facilities
Cash-flow lending and refinancing
Owner-occupied commercial real estate financing
Equipment and lease financing
Acquisition financing and growth capital
Mezzanine or quasi-equity structures where appropriate
Liquidity planning and debt-service analysis
Foreign-exchange and hedging analysis for operational exposures
Government grants and non-dilutive funding programs

The work may include financial projections, scenario analysis, capital requirement and use-of-funds schedules, lender-ready packages, stakeholder presentations, covenant analysis, and support during negotiations.

Transaction and Acquisition Support

A transaction creates a concentrated need for reliable information and clear financial judgement. YLU CPA supports defined events such as acquisitions, divestitures, property purchases, restructurings, recapitalizations, and major operating investments.

Transaction support may include:

Financial modelling and scenario analysis
Acquisition or divestiture readiness
Financial due diligence support and coordination
Virtual data room preparation
Valuation analysis and transaction-impact modelling
Capital-structure and repayment-capacity assessment
Lender and investor criteria mapping
Coordination with legal, tax, banking, M&A, and other professional advisors
Post-close finance-function and reporting preparation

How We Work

A Coordinated Advisory Model

YLU CPA leads the financial preparation and analysis required for the project and works alongside the client's other professional advisors. This coordinated approach helps ensure that management, lenders, legal counsel, tax advisors, M&A firms, and other stakeholders are working from consistent financial information.

Who It's For

Who This Service Is For

A business preparing to apply for a significant credit facility or refinance existing debt.

An owner evaluating the purchase of a company, property, equipment, or a new facility.

A leadership team that needs to compare financing structures and understand their impact.

A company preparing for a lender, investor, buyer, or strategic-partner review.

A business facing liquidity pressure or requiring a more resilient capital structure.

A company with cross-border or commodity exposure that needs stronger financial analysis around risk.

Related Experience

Licensed daycare acquisition

A $5M commercial property facility, lender coordination, and post-close finance setup for a regulated acquisition.

Explore Licensed Daycare Acquisition case

Industrial warehouse acquisition

A $1M+ warehouse purchase with 90%+ leverage and more than $100K of additional working capital.

Explore Industrial Warehouse Acquisition case

National restaurant expansion

More than $2M of working-capital and equipment financing to support expansion and liquidity.

Explore National Restaurant Expansion case

Frequently Asked Questions

The scope is designed around the specific decision. It may include financial modelling, capital-structure analysis, cash-flow and debt-service assessment, financing strategy, lender or investor preparation, acquisition support, scenario analysis, due diligence coordination, and stakeholder-ready financial materials.

The engagement begins by defining the decision, required capital, key risks, timeline, and responsibilities across the client and its professional advisors.

Prepare Before You Approach Capital

A stronger financing or transaction outcome begins with a credible business case, reliable financial information, and a structure the company can support.