Case Study : Start-Up Construction Equipment Manufacturer

A Start-Up Construction Equipment Manufacturer needed to finance the rental of $10,000,000 of equipment to users of this recently patented equipment. The client had very limited capital, and no experience in the equipment rental market.

1. Developed strategy to use independent leasing companies that would purchase this unique equipment and rent it to customers identified by client.
2. Researched the market, interviewed possible financing sources and performed due diligence, in order to identify the best financing sources who could accommodate the unique needs of the client and the market.
3. Negotiated the terms of the financing contract.

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What Our Clients Say

“Dave has now done two tours of duty with Ageless Innovation. When we started the company, we knew we did not yet need a fulltime CFO, but we needed the knowledge and experience of a seasoned finance professional. Dave jumped right in to help us set up our banking relationships, establish our loan with the BDC-RI, set up and populate our systems and most importantly be a strong financial partner for the co-founders. Dave quickly became part of the team and helped steward us through the first couple of years. When the time came to hire a full time CFO, Dave helped with all aspects of the hiring and transition processes making it seamless.

Unfortunately, a year later we were back in the CFO search process and my first call was to Dave. Within hours we were meeting and the next day he was back in the office as our interim CFO helping us with another hiring and transition. Dave jumped back in and we never missed a beat. We still rely on Dave for advice and guidance and he has become a trusted friend to me and to the company.”

- Ted Fischer, CEO & Co-founder
  Ageless Innovation, LLC

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