Titian Consulting Casestudy

Titian Consulting Casestudy
The Challenge

Hilary O’Dwyer who heads up Titian Consulting in Australia offers virtual CFO services to small businesses. As a small business owner, you need outside assistance with strategic planning; financial processes, cashflow management and forecasting, reporting and compliance. The same clients often have questions about securing funding for their business including working capital loans and capital raises. The challenge is to provide them with timely information and connect them to right funding suited to their business needs.

The Solution

Hilary – “I had actually come across Swoop through an event organized by the Irish Australian Chamber of Commerce and thought Swoop’s product offering was fantastic. Some of my clients had been talking about financing and had been trying to access SME Government backed loans without much luck, that’s when I thought Swoop could help”

The Result

Swoop worked with Titian Consulting to assist 4 of their clients with their funding needs. The Swoop team was able to work with Hilary to understand the clients business needs and make recommendations for funding options tailored to the business’s requirements. Swoop was able to successfully assist all 4 clients with their debt applications to suitable funders and get speedy approval.

Advisor testimonial – “I have connected 4 of my clients with Swoop and all of them were successfully funded. All 4 had no backing from the big banks yet were able to take advantage of non-bank funding which shows how well Swoop works for businesses like these. This gives me confidence to refer more clients to Swoop for their funding needs”

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Disclaimer: Swoop Finance Pty Ltd (ABN 52 644 513 333) helps Australian firms access business finance, working directly with firms and their trusted advisors. We are a credit broker and do not provide finance products ourselves. All finance and quotes are subject to status and income. Applicants must be aged 18 and over and terms and conditions apply. Guarantees and Indemnities may be required. Swoop Finance Pty Ltd can introduce applicants to a number of providers based on the applicants’ circumstances and creditworthiness, we may receive a commission or finder’s fee for effecting such introductions. Swoop Finance Pty Ltd does not provide any kind of advice and in giving you information about providers products, we are not making any suggestion or recommendation to you about a particular product. Offers of finance are subject to a separate assessment process by the provider and subject to their terms and conditions. If you feel you have a complaint, please read our complaints section which is contained within our terms and conditions.

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