We make financial solutions simple for growing businesses
Get funding. Shape your strategy. Achieve your goals.
Strategies and resources to make growth happen
Solve your financing needs
It’s easy to get caught up in your immediate budget needs instead of planning ahead. Business loans and other capital acquisition strategies help you focus on looking ahead.
Expand your team with an interim CFO
Your team is going places. What will it take to get there? An Interim CFO helps fuel your trajectory with strategic insight.
Future services for banks
Business loans are a core product for banks, but what happens when borrowers fall behind in making the payments for that product? Working with a consultant who has the credit analysis experience to evaluate the borrower’s financial condition through the lens of both a banker and a borrower means we can help negotiate a solution that works for both — and the bank gets paid.
We care about your business, your growth, your success
At InVertex Group, we know that no two businesses have the same needs. Whether you’re running a trucking company (and maybe still hitting the road yourself) or suiting up for a board meeting, we help business owners who are passionate about their vision make it happen.
We develop tailored solutions for each client by putting our client’s financial needs first. We do this by knowing everything about their business goals, plans and strategies. (And probably their golf score, too, but that’s beside the point.)
Here’s how we work
Whether you’re looking for capital acquisition in the form of loans or other avenues like joint ventures or minority ownership, an interim CFO or future services, we guide each client through the steps they need to take. We look at the big picture for your business and offer more than just financial guidance — we’re here to provide practical advice you can implement today to help your business thrive for years to come.
It all starts with getting to know you, your business and your industry
Relationships are important. Let’s start ours off right!
Perform a financial and market checkup
We do a deep dive into your financials and evaluate market conditions so you’re armed with the right information.
Get a customized strategy for your needs
What’s next? Where do you go from here? We’ll help you find the answers and relationships which make sense for your business.
Let’s get started.
"The entire InVertex team is extremely knowledgeable. They care about the people and individuals that I refer to them, which makes me comfortable knowing they’re in good hands. Everyone at InVertex listens and becomes familiar with their situation and works to find a good solution for the client, often giving suggestions and business tips along the way.
Paul, Will and Paul are true assets — full of know-how, contacts and current information. Even if you think there’s no answer, they can help find a solution.
With deals closed in excess of $10M and being able to find financing for business purchases and refinancing during bankruptcy, InVertex is able to score a win for any team."