Corporate Financial Planning

Corporate Financial Planning with Lantern Capital Advisors

Corporate Financial Planning With Lantern Capital Advisors

Corporate financial planning is the process of developing short and long term financial goals for your business. 

Lantern Capital Advisors provides corporate financial planning services that help companies develop and finance strategies to drive greater growth and increase shareholder value. To do this we use a customized, fixed and hourly-based consulting approach that enables us to

1) consistently deliver quality results,

2) serve the best interests of our client, and

3) perform such services for a cost that is usually a fraction of our competition (i.e. investment banks and brokers.)

Further, Lantern accepts no compensation (i.e. finder's fees or commissions) from financial institutions that fund our clients.

On-Going Corporate Financial Planning and Advisory Services

For many clients, Lantern provides on-going corporate financial planning and advisory services to companies in order to further help them realize their long-term objectives. These services typically include

1) review Company's actual monthly financials,

2) update the financial model (forecast),

3) provide a comparison between actual and forecasted results,

4) discuss results of operations and progress towards key goals and objectives, and

5) offer on-going financial and strategy advice (i.e. similar to independent board member).


What our Clients Are Saying About Our Corporate Financial Planning Services...

“I have worked with Lantern on several different projects with multiple companies.  Their past work has included corporate financial planning as well as securing financing options to fund faster growth, possible acquisitions, and additional working capital.  Funding needs have ranged from less than $5 million to over $20 million.  Lantern's work product, advice, and hourly based approach has worked well for us in many different ways.”— AA, COO, Los Angeles, CA

What our Clients Are Saying About Our Corporate Financial Planning Services...

“My experience with Lantern Advisors has been long time coming and my expectations were exceeded. I had initially spoken to Chris Risey a few years ago and we ended up going with another firm. While the outcome at the end of the day was achieved it took much longer than expected and the cost was over 2X more than estimated and the billing was vague. I came back to speak with Chris after that experience and asked if he could step in and help me out of a real bind where I needed to get my last three years financial package ready for a potential lender with about a week’s notice and Sheryl Lyles knocked out a package that we would never have been able to put together internally in that amount of time and probably not even for the same cost due to the time. The ROI was definitely there. They 100% deliver on the promises made on the website. We will continue to work with them first on our future projects.” Ivan MadrigalCEO,  Purpose First Group

What our Clients Are Saying About Our Corporate Financial Planning Services...

“Lantern Capital Advisors helped us look at many different types of financing alternatives and helped us find a new capital provider that increased our funding limits and released some of my personal collateral.  As our business began to grow rapidly, Lantern also helped us modify our financing terms with our new capital provider.  Since that time, Lantern has helped us evaluate acquisitions, set long term and short term financial goals, and serves as my on-going corporate financial advisor.  I enjoy working with Lantern and I trust that their team have my best interests at heart.”— DM, CEO, Houston, TX

Raise Capital Process: Learn More About How We Raise Capital

As consultants, Lantern Capital Advisors has a defined process to raise capital and provide corporate financial planning services for our clients. 

WE ARE NOT A BROKER.  WE ARE NOT AN INVESTMENT BANKING FIRM. Lantern Capital Advisors is a corporate financial consulting firm that specializes in corporate financial planning and executing management buyouts, specifically geared towards raising capital for established growing companies.

Lantern Capital Advisors does not accept referral fees, broker fees, or equity as any compensation from any client or institution.

Our Services Offerings Include:

Lantern Capital Advisors has experience successfully helping growing enterprises and entrepreneurs with corporate financial planning strategies and raise capital.  Our clients typically have revenues that range from $5 Million to $150 Million.

Contact Us to see how Lantern Capital Advisors can help your company with Corporate Financial Planning.

Learn More About Business Advisory Services with Lantern Capital Advisors