Financial Consulting & Planning for Colleges and Not for Profits

(914) 328-7808 • (914) 993-0823 (fax) • E-mail Ben Boykin Associates
78 Midchester Avenue, White Plains, NY 10606

Critical gaps in fiscal affairs leadership can lead to serious damage to your institution. We will provide the expertise needed to manage the fiscal affairs of your institution while you are recruiting individuals to fill key fiscal affairs administrative positions. As appropriate, we will assist in the interview process for these key persons.

A skilled, trained and motivated staff will result in improved productivity. Ongoing investment in your employees is key to your success in a competitive marketplace. We will work with your employees to enhance their on-the-job performance through training sessions, seminars and individualized programs.

We can develop/refine your investment policies, identify and recommend investment managers, evaluate investment managers and assist with Board presentations of investment results.

We provide strategic advice to the President/CEO/Board to evaluate and to assess the institution on an ongoing basis. We also address governance issues and identify financial opportunities and threats.

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Whether you are looking for a line of credit or plan to take out a loan, our firm can assist you in evaluating the true cost of your financing. Minimum balance requirements, loan origination fees, attorney fees, financial advisory fees, closing costs, service costs and other costs must be included to determine your effective financing costs. A detailed evaluation of proposals from financial institutions can reduce interest costs.

Effective planning and forecasting are essential to managing an organization in a highly competitive marketplace. We will prepare financial models including scenario analyses that allow your organization to understand key factors that affect your performance. These analyses will be used to develop financial projections that meet your goals.

A business plan is essential whether you are an established or expanding organization or a startup opportunity. We will aid you in preparing a highly focused business plan and assist you in developing loan packages required by financial institutions to evaluate your creditworthiness for the extension of credit.

Our firm can assist you with cash management and bank relationships, treasury systems, debt issuance and refinancing including working with rating agencies, insurance and risk management issues, and creative approaches to financing your organization. We have an extensive network of domestic and international financial contacts that we can bring to your organization.

We will work with you to develop your annual operating & capital budgets. We provide a system to track actual results against budgets and prior periods.This will allow you to identify opportunities and threats that may require budget modifications and updated financial forecasts.

Many factors, both financial and non-financial, affect the decision relating to lease vs. buy. We will work with you to determine the best option given your goals and objectives.

Cash is king and cash flow is critical to your survival. We will forecast and evaluate your financial condition and recommend ways to improve cash flow through revenue enhancements, cost reductions and productivity improvements.

We will work with your creditors to avoid defaults and develop repayment plans to provide the flexibility you need to manage through difficult financial situations. We provide loan workout services. We are skilled negotiators having been involved in the restructuring of nearly $30 billion of debt.