Unlocking $1 million in annual savings and long-term sustainability
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Industry
Not-for-profit
HEVEN’s contributions
Finance Advisory Board Services
Development of a Commercial Case
Networking with Bankers and Brokers
Securing a New Lending Relationship
Extended Lending Terms
Background
A prominent charity organisation faced significant financial challenges due to rising debt costs, which necessitated strategic guidance and competitive tendering of its total debt. Additionally, the organisation needed to establish new banking and brokerage relationships that could provide better support and more favourable terms to address its complex financial situation effectively.
Outcome
HEVEN's intervention marked a significant turning point for the charity. By addressing the rising debt concerns and establishing a more advantageous financial framework, the organisation achieved substantial cost savings and secured its operational future. The extended lending terms and improved banking relationships not only alleviated immediate financial pressures but also positioned the charity for long-term financial health and sustainability.
Accomplishments
- Provided expert financial advisory services through Finance Advisory Board, offering strategic guidance and support
- Developed a robust commercial case to competitively tender the charity's total debt, strengthening its negotiating position.
- Connected the charity with a network of bankers and brokers, facilitating the establishment of improved financial relationships.
- Successfully secured a new lending relationship with more favourable terms and conditions, optimising the charity's financial position.
- Negotiated extended lending terms, providing greater financial stability and flexibility for the charity to focus on its mission.
- Achieved significant cost savings, with over $1 million in annual principal and interest reductions, enhancing the charity's financial standing and enabling more resources to be directed towards its core objectives.
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All care is taken by HEVEN in the preparation of the information contained in this page, and its attachments have been obtained from reliable sources. Any estimates, opinions, conclusions or recommendations are reasonably held at the time of compilation. To the maximum extent permitted by law, HEVEN makes no warranty and disclaims all liability for any expenses, losses, damages (including indirect or consequential damages) or costs that any recipient may incur through relying on anything contained or omitted from this page.
HEVEN does not warrant files transferred or attached are free from computer viruses or other defects and is provided on the basis that the user assumes all responsibility for any loss, damage or consequence resulting from use. This page may contain hypertext links, frames or other references to other parties and their websites. HEVEN cannot control the contents of those other sites and makes no warranty about the accuracy, timeliness or subject matter of the material located on those sites. HEVEN does not necessarily approve of, endorse, or sponsor any content or material on such sites. HEVEN makes no warranties or representations that material on other websites to which this website is linked does not infringe the intellectual property rights of any person anywhere in the world. HEVEN is not, and must not be taken to be, authorising infringement of any intellectual property rights contained in material or other sites by linking or allowing links to this website to such material on other sites. View our privacy policy here heven.life/privacy-policy