Active Finance for
growing companies.
Gain financial momentum.

Growing your businesses?
Buying a company?
Transitioning ownership?

The Coequity Active Finance Process

We scale up your business in three steps.

STEP
01

FINANCIAL REVIEW

We start with research into your company's finances, strategy, industry and your end goal to develop a clear path forward.

We identify how you can strengthen your company and scale up to dominate the market.

TOOL DEVELOPMENT

We use financial analysis, financial modeling and due diligence reviews to build tools to strengthen your company.

We provide creative financial solutions to increase your
business vitality.

EXECUTION

We build a plan and we'll train your team to
execute it.

Or, we'll act as your finance department charged with managing cash flow, raising capital, or structuring deals.

STEP
02

STEP
03

TELL US HOW WE CAN HELP

Are we a good fit for you?

Tell us about your challenges and goals. We’ll tell you all about our process. Let's schedule a call to see if we're a good fit.

Active Finance for growing companies. Gain financial momentum.

Growing your businesses? Buying a company? Transitioning ownership?

The Coequity Active Finance Process We scale up your business in three steps.

Are we a good fit for you? Tell us about your challenges and goals. We’ll tell you all about our process. Let's schedule a call to see if we're a good fit.

Active Finance for
growing companies.
Gain financial momentum.

Growing your businesses?
Buying a company?
Transitioning ownership?

The Coequity Active Finance Process

We scale up your business in three steps.

Are we a good fit for you?

Tell us about your challenges and goals. We’ll tell you all about our process. Let's schedule a call to see if we're a good fit.