Our Services
Financial Strategy. Funding. Business Growth.
Running a business means making decisions before you have all the answers.
Centric Funding & CFO Advisory Services gives business owners the financial perspective, strategic guidance, and funding support they need to make those decisions with greater clarity.
From ongoing CFO advisory and financial planning to commercial lending and business funding, we look at the entire picture—not just a single transaction.
You know your business. We help you see what’s next.
CFO Advisory Services
A CFO Perspective Without the Cost of a Full-Time CFO
Many growing businesses need experienced financial leadership, but don’t need—or aren’t ready for—a full-time CFO.
Our fractional CFO services give you access to experienced financial guidance on a practical, ongoing basis.
We help you understand what’s happening in the business, where the pressure points are, and what needs attention next.
Our CFO Advisory Services Include
- Financial review and analysis
- Budget management and planning
- Cash-flow planning
- Income tax planning
- Long-term strategic planning
- Business growth planning
- Funding and capital planning
- Financial decision support
Business Funding
Capital With a Purpose
Finding financing shouldn’t start with a loan application. It should start with understanding what the capital needs to accomplish.
Whether you’re acquiring property, renovating a building, expanding operations, refinancing existing debt, or covering a working-capital need, we help you evaluate the financing opportunity within the context of your larger business plan.
Funding Solutions
Asset-Based Loans
Financing that can be structured around qualifying assets and the underlying opportunity—not solely around a traditional credit profile.
Commercial Loans
Financing for income-producing real estate and commercial properties, including acquisitions, repositioning, expansion, and refinancing.
Unsecured Business Loans
Business financing options that may not require real estate collateral, depending on the borrower, business, and financing structure.
Financial Planning & Strategy
Know Where You're Going Before You Decide How to Get There
Growth can create as many financial challenges as it solves.
More employees. More inventory. Larger projects. New locations. New equipment. More customers—and sometimes more pressure on cash flow.
We help business owners step back and look at the bigger picture.
Together, we can evaluate:
- Where the business stands today
- Where you want it to go
- What is getting in the way
- How much capital may be required
- How financing could affect cash flow
- What needs to happen next
The result is a clearer financial roadmap built around your actual business—not a generic formula.
Business & Owner Requests
Sometimes You Just Need Someone Who Can Figure It Out
Not every business problem fits neatly into a standard CFO services checklist.
Maybe you need help evaluating an acquisition. Maybe you’re considering selling. Maybe a lender has asked for information you aren’t sure how to present. Or maybe there’s simply a financial or operational issue that has been sitting on your desk for too long.
Bring it to us.
We’ll look at the situation, help determine what needs to happen, and when appropriate, bring in outside specialists who can address areas beyond our expertise.
Our job is to help you move important things forward.