Startup Financing Mooresville NC

Looking for information on Startup Financing in Mooresville? We have compiled a list of businesses and services around Mooresville that should help you with your search. We hope this page helps you find information on Startup Financing in Mooresville.

Mr. Walter C Pate Jr., CFP®
(704) 280-6050
761 Beaten Path Rd
Mooresville, NC
Firm
Nationwide Financial Netwoirk
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Michael T. Sullivan, CFP®
(704) 799-2727
183 Crystal Cir
Mooresville, NC
Firm
Nexstone Financial Solutions Inc

Data Provided by:
Mr. C. Randy Rodgers, CFP®
(704) 658-3600
1074 River Hwy
Mooresville, NC
Firm
Peoples Investment Services, Inc.
Areas of Specialization
Comprehensive Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. David M Alley Jr., CFP®
(704) 799-2661
179 Gasoline Alley
Mooresville, NC
Firm
First Command Financial Services
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Government Employees

Data Provided by:
Mr. John E. Matheny Jr., CFP®
(704) 533-0827
488 Oak Tree Rd
Mooresville, NC

Data Provided by:
Ms. Sara Irene Seasholtz, CFP®
(704) 658-1040
136 Gateway Blvd Ste C
Mooresville, NC
Firm
Preferred Financial Strategies, Inc.
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Insurance Planning, Intergenerational Planning

Data Provided by:
Mr. William D. Howard, CFP®
(704) 664-6772
PO Box 3426
Mooresville, NC
Firm
billhowfin@windstream.net
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Income: $100,001 - $250,000



Data Provided by:
Mr. Jeffrey P Kendall, CFP®
(704) 658-1929
P.O. Box 3550
Mooresville, NC
Firm
Karp Financial Strategies
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management, Small Business Planning, Young Professionals
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Jeffery S. Andrew, CFP®
(704) 663-9041
918 Brawley School Rd Apt A
Mooresville, NC
Firm
LPL Financial
Areas of Specialization
Insurance Planning, Investment Planning, Retirement Planning

Data Provided by:
Garrett Moretz
290 Glencoe Lane
Mooresville, NC
Company
Title: Financial Advisor/Principal
Company: Moretz Wealth Management, LLC
Type
Investment Advisor Rep: Yes
Education
BS Business Administration
Years Experience
Years Experience: 11
Service
401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Fee-Only Comprehensive Financial Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Life Insurance,Investment & Portfolio Management,Long-Term Health Care

Data Provided by:
Data Provided by:

Startup Financing

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The Real Funding Strategy That Works
by Kenneth H. Marks

You have an idea for a product or service and want to start a company, or maybe you already have a company and you are thinking about launching a new product line. Either way, you need capital to make it happen, but how do you get the funding required?

If you attend your typical MBA class on startup businesses or an entrepreneurial starter program, you’ll likely be told to write a business plan and shop it to angel and venture investors, right? Not in the real world!
Statistically no one gets venture capital. Yes, we all read about the handful of companies that obtained venture funding, are written about in the trade rags and may have even gone public, but given the number of companies started each year vs. the number of companies receiving institutional (or venture) funding, it is insignificant, and for most companies just plain unrealistic. So, how do the 99.9 percent of startup businesses get funded?

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Practical Funding Approach

The financing strategy is bootstrapping in stages based on iterative phases of success, working from the end backwards along a path of steps, only doing what must be done to get to the next phase with minimal capital. This is a resourceful and practical approach:
· Start with the customer and market need.
· Establish the critical path items for at least the first stage of the company or project.
· Define what it takes to validate the market and prove the company’s ability.
· Develop a list of where and from whom you can get the resources needed (i.e. those who have a reason to care about your company’s success).
· Assess – Can you bridge the gap with friends and family and personal investment?

Start with the Customer and the Market Need

Start with the end in mind — that is, the customer and the market need. Many businesses start with a solution and look for a problem to solve; this is natural when you have technical entrepreneurs and creative people. However, capital is attracted to situations that have proven market demand with a solution that is feasible at a validated price that allows the business to make a significant return based on the risk involved. The idea is to validate the market and price as soon as possible in the development of the company and shape the product or service offering to assure profitable revenues, or at least those that can generate a reasonable gross profit (revenues minus direct costs). This means talking with potential customers as you are crafting the business plan and strategy — the same goes with likely sources of supply.

Establish the Critical Path Items

Next, leverage the knowledge gained to develop the critical path items required to launch the company. Create a working prototype and confirm that the business model will work. One of the outputs of this train of thinking and process is a clearer understanding of the amount and timing of capital required.
Let’s take an example: A small ...

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