Independent Finance Companies

The lifeblood of the equipment finance industry is the independent finance company, and the burden of building a successful enterprise rests solely on the principals and executive leadership. Your great idea to start a finance company was a product of strategic thinking and brainstorming, but quickly became the stressful, all-consuming role of managing the everyday work that running a business requires.

Engaging Bob Rinaldi, LLC helps the principal(s) get back to planning for the future and guiding their business to the next level. An experienced principal of an independent lessor who helped navigate two successful exits to bank acquirers, Bob Rinaldi has been there, done that and knows that the loneliest position in the world is the business principal(s). But not anymore!  Now you have a confidential resource by your side when, not if, you need it.

Contact Bob today to discuss the value his experience can add to your leadership team.

Situations


  • Succession planning
  • Growth strategies
  • Revenue diversification
  • Crisis management
  • Capitalization
  • Exit planning

Solutions


  • Inorganic and/or organic growth
  • Analysis of alternatives
  • Risk/reward tolerances
  • Compatibility & competence analysis
  • Balance sheet & cash flow analysis
  • Equity & debt alternatives
  • Timing & processing development
  • 3-5 year analysis
  • Principle & C-staff 24/7 resources

Situations


  • Succession planning
  • Growth strategies
  • Revenue diversification
  • Crisis management
  • Capitalization
  • Exit planning

Solutions


  • Inorganic and/or organic growth
  • Analysis of alternatives
  • Risk/reward tolerances
  • Compatibility & competence analysis
  • Balance sheet & cash flow analysis
  • Equity & debt alternatives
  • Timing & processing development
  • 3-5 year analysis
  • Principal & C-staff 24/7 resources