An Integrated Financial Program

Transforming Businesses Through Process and Low Cost Capital

Strategic Asset Management offers a comprehensive program combining growth capital, debt restructuring, cash flow management, accounting and tax planning all under one roof designed to maximize profitable businesses or restructure unprofitable ones.

Funding $50K-2.5MM, minimal financing cost and interest, approval possible within 48 hours. Don’t take high cost or MAF funding before speaking to us.

The Platform

Multiple integrated disciplines, delivered as one program.

Most operators stitch together a bookkeeper, a tax preparer, a lender, and a consultant — and still don't have a coherent finance function. We replace that patchwork with a single integrated team.

Growth Capital

Flexible funding to retire high-cost debt, open new units, or invest in the operation.

Fractional CFO

A senior finance partner in monthly lender meetings, board reviews, and strategic decisions.

Accounting

Full-cycle bookkeeping and monthly close delivered by a hospitality-specialty team.

Tax Planning

Year-round federal, state, and local tax strategy — not just a return in April.

Cash Flow Management

Weekly 13-week cash forecasts so payroll, rent, and vendors are never a surprise.

Bank Reporting

Covenant monitoring and lender-ready packages that keep your banking relationship healthy.

Expansion Planning

Underwriting, unit economics, and capital structure for your next location.

Low Cost Capital

Funding $50,000 - $2,500,000 with very low cost capital financing.

What You Receive

A recurring, institutional-grade deliverable calendar.

Every engagement runs on a fixed cadence. You always know what's landing this week, this month, and this quarter — and so does your bank.

  • Monthly financial statements
  • Weekly cash flow reporting
  • Budget preparation
  • Tax compliance
  • Monthly lender meetings
  • KPI reporting
  • Debt covenant monitoring
  • Inventory analysis
  • Food cost analysis
  • Labor analysis
The Outcome

From surviving to bankable — on a defined path.

1

Stabilize

Retire high-cost MCA debt, clean up the books, and put a real cash-flow forecast in place.

2

Systematize

Install monthly close, KPI reporting, covenant monitoring, and a fractional CFO in every lender meeting.

3

Scale

Underwrite expansion, refinance into conventional bank debt, and grow on institutional terms.

Frequently Asked

Straight answers, before you inquire.

Request an assessment.

Share your basic operating metrics. Our team will review and respond — typically within two business days — with a fit assessment and next steps.

Operator reviewing financials at a wooden bar

Submitting an inquiry is not an application for credit. All engagements are subject to underwriting review and execution of definitive documents.