Concord Financial Advisors offers a one-stop approach to meeting your company’s unique financial needs. We manage the entire transaction, beginning with preparing a “deal teaser” and obtaining feedback from lenders at no cost to prospective clients. The Concord team expedites each step of the process until we have achieved a successful outcome. Our clients are able to focus on operating their businesses rather than the complexities of financing them.
We bring the same capabilities as a Wall Street firm but at much lower cost. We earn our compensation by saving our clients significant amounts of time and money through our proven process and by negotiating all aspects and terms of the transaction. Typically, our fees are simply part of the net savings throughout the process, versus a net cost to our clients.