Bank Debt Review & Optimization

David’s banking experience and related contacts, combined with other centers of influence such as accountants, attorneys, appraisers, brokers, etc. has allowed him to cultivate an extensive network throughout the region that could prove invaluable to a commercial company in need. This, combined with his years of advising bank customers how to best structure their debt, as well as how to best present their company to the Bank, can be put to great use for your company.

If your company is expanding, looking for additional financing, or if you’re looking to restructure your existing debt and want to be sure that your company has the most favorable structure with the best financial institution to fit your needs, then Sphinx can help.

Fractional Controller / CFO Services

Organizations that may lack the resources to employ a full-time, in-house controller or CFO, or those whose financial team may need additional assistance, David has over 30+ years of experience in the financial industry and can provide fractional Controller/CFO services for small and medium-sized businesses in the greater Cincinnati/Tri-State area.
For those companies who need to overcome financial challenges, manage expenses, financial statement preparation & refinement, strategic decision making & forecasting, Sphinx Financial can help.

Our services include:

  • Cash flow forecasting
  • Risk Assesment
  • Pricing analysis
  • Financial statement preparation
  • Profit structure review and optimization
  • Bank loan guidance
  • Budget forecasting
  • Profitability analysis
  • Dynamic financial modeling
  • Strategic planning
  • Inventory and supply chain analysis