Fractional CFO Advisory
Our expert will act as your in-house finance leader to help you secure funding, improve cash flow, and make strategic decisions.
Pillar 1: Strategic Capital Planning
Call for Pricing
Cash flow monitoring, monthly KPI review, foundational reporting.
Pillar 2: Asset-Based Financing & DSCR Optimization
Call for Pricing
Rolling forecasts, budget vs. actuals, scenario modeling, bank-readiness.
Pillar 3: Fractional Financial Leadership
Call for Pricing
Full board reporting, multi-entity consolidation, finance team mentorship, management of bank internal queries.
Monthly Fee Pricing Based on Ongoing Relationship
Limited Capacity. Inquire today for availability.
Final price is assessed based on business complexity, industry sector, the current state of financial statements, and the specific scope of the engagement.
Strategic Project-Based Advisory
Best for focused, high-impact deliverables with a defined start and end date.
01
Banking Optimization Assessment
Starting at $3,500.00
Full review of the business financial health. We assess your readiness by reviewing the financial statements, projections, business plans to see if the business is presentable before you approach the banks. We then provide advice on best practices that would improve your chances of getting a ‘Yes’.
02
12-36 Month Projections
Starting at $2,500.00
Detailed Profit & Loss, Cash Flow, and Balance Sheet forecasts that meet bank underwriting standards.
03
“Bank-Ready” Doc Package
Starting at $3,500.00
A complete, lender-grade application including a professionally written narrative and standardized financial package to replace your business plan.
04
Strategic Financial Model
Starting at $5,000.00
A robust “stress-testing” tool to identify break-even points and optimal capital requirements before applying for a loan.
05
Principal Optimization Suite
Starting at $3,500.00
Maximum efficiency for the person behind the business. A deep-dive audit to maximize take-home pay and align personal wealth with corporate growth.
MECA Capital Advisory provides proactive, data-driven strategy that secures better terms and accelerates the funding process.
Final price is assessed based on business complexity, industry sector, the current state of financial statements, and the specific scope of the engagement.
High-Value Needs-Based Applications Advisory
CSBFL- Canada Small Business Financing Loan
At MECA Capital Advisory, we get the fear of having to navigate strict guidelines. Nevertheless, the CSBFL is a vital program to growing our Small and Medium Business environment. First and foremost, the Government Guarantee significantly eases the banks concerns. However, it also means strict adherence to policy. In any event, we remove the fear by helping you from start to finish. Find out more about the program in the link below.
Equipment Financing
Whether it’s new vehicles, office furniture, industrial machines or specialty and life saving equipment, you can trust the experts at MECA Capital Advisory to guide you through your equipment purchase journey.
Leasehold & Real Estate Financing
Our team experienced ex-bankers understand chiefly that the most compelling evidence comes from broad expertise with diverse backgrounds. With this in mind, we are passionate about helping businesses grow their asset books and physical footprint through leasehold improvements and real estate purchases.
DSCR Loan – Real Estate Investors
Do you have a growing portfolio of one to five investment properties? Partner with our experts to navigate the DSCR loan process. We meticulously structure your investment property financials to maximize approval rates and secure favorable terms.
Who Are Our Clients?
01
Start Ups
At MECA Capital Advisory, we are dedicated to providing our new to business clients with the highest level of business and management consulting services. We strive to help our clients launch their businesses and reach their full potential.
02
Growing Businesses
We have a team of experienced and highly skilled ex-bankers who are committed to delivering exceptional results for our clients. Our Fractional CFO team members understand business needs in a growing stage and will help you understand your ability to scale with data-driven financial projections and guidance.
03
Professionals
Are you considering starting your own practice or buying an existing one? Or perhaps you have your practice and need new equipment, leaseholds or to purchase your own building. We have helped dozens of lawyers, CPAs, Doctors, Dentists, Pharmacists and other professionals, achieve their goals and find the deals that works best for them.
04
Investors
Partner with our experts to navigate the DSCR loan process. We meticulously structure your investment property financials to maximize approval rates and secure favorable terms.
05
Principal Owners
We understand the importance of separating business and personal. That doesn’t mean that your personal financial life is left totally to you. We at MECA Capital Advisory help business owners like you, optimize your personal affairs. As the Key Principal, banks look at both your personal and business financials when assessing applications. Let’s get ahead of grey areas to ensure your best chance of success.
06
Financial Planning
We will work with you to create a customized plan to help you achieve your personal financial goals.
Unlock Your Business Potential
ADVISORY
Bank-Ready Checklist
55 Albert St., Suite 100, Markham, ON L3P 2T4 | [email protected] | mecacapital.ca
Use this checklist to assess how prepared your business is for a bank financing application. Each item represents a real factor bankers evaluate. Complete items are saved automatically — return any time to continue. When you’re ready, share your results with MECA Capital Advisory for a free evaluation.
Get Your Free Bank Readiness Evaluation
Share your results with a MECA Capital Strategist. We’ll review your score, identify your gaps, and tell you exactly what needs to be in place before you approach your bank — at no cost.
