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US Insourcing is proud to offer a range of financial advisory services including investor strategy consultation, proforma development and auditing services, among others.
Our financial gurus have completed hundreds of debt and equity transactions totaling more than $400 million across a variety of industry channels.
The USI team is skilled at understanding, organizing and clarifying basic and complex financial transactions to help your business grow and succeed.
The USI leadership team has completed a vast array of commercial transactions. Some of these include:
⦁ Angel Funding (Startup, A, B, C Rounds)
⦁ Venture Capital (HNW Individual and Institutional)
⦁ Private Placement Memorandums
⦁ Taxable Bond Issuance (Corporate / Municipal)
⦁ Tax-Exempt Bond Issuance (Municipal)
⦁ Debentures
⦁ Mortgage Loans (Banks, Private)
⦁ Operating Lines of Credit (Banks, Private)
USI delivers complex, functional and multi-year financial proformas for use by an investor or management team as a method of calculating and predicting future financial results using certain projections or presumptions.
Through a combination of client provided data, experience and benchmarking against similar organization’s financial performance, you can feel confident the results reasonably represent the inflow of projected revenues and the outflow of funds for a defined future period, usually 3 or 5 years.
We leverage decades of experience with Certified Public Accountants to improve and validate your business’ financial records. An auditing engagement will help the audience form a view on whether the financial information presented accurately reflects the financial position of the organization at a given date.
“The USI team was very professional and insightful. They made the process easy and answered all of my questions. I would definitely recommend USI to anyone.”
“The work completed by US Insourcing shows they are veteran SME consultants. They delivered a completed and well researched document. Thank you!”
“They did an amazing job. Delivered a complex and functional financial model for use by our organization.”
“The USI firm is led by very knowledgeable and experienced consultants. I would highly recommend hiring them to assist you with your business plan project. ”
”We asked the USI Digital team to assess our marketing potential and whether social media or pay per click would be more beneficial. They first spent time researching the market and costs and then came back with a workable plan. Well Done!!”
