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Marcaz Asset Preservation

About Nancy Martino

Nancy Martino is a business consultant and strategic advisor whose multidisciplinary approach combines business, legal knowledge, accounting and financial analysis, commercial financing, international business, and entrepreneurship.

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Throughout her career, Nancy has worked with entrepreneurs and businesses at different stages of development—from individuals with an idea who need assistance establishing the proper foundation to existing companies seeking financing, restructuring, expansion, or solutions to financial and operational challenges.

Nancy's philosophy is simple: A business cannot always be evaluated separately from the person who owns it.

For small and closely held businesses in particular, an owner's personal finances, credit profile, debt obligations, business structure, accounting practices, legal organization, and long-term objectives can all affect the company's ability to obtain financing and grow. Nancy therefore takes a comprehensive approach to understanding both the company and the individuals behind it.

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What Our Consulting Work Includes

Business Formation & Structure

  • Business formation, organization, and restructuring

  • Organizational and business document support

  • Contract and transaction support

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Accounting & Financial Analysis

  • Accounting review and financial analysis

  • Financial statement review, reconciliation, and preparation support

  • Cash flow and financial performance analysis

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Financing & Lending

  • SBA and conventional financing preparation

  • Loan packaging and underwriting support

  • Business plans, projections, and financial modeling

  • Lender-readiness and financeability assessments

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Growth & Strategic Planning

  • Business and strategic planning

  • Business acquisitions and expansion planning

  • International business considerations

  • Operational and financial problem-solving

  • Coordination with lenders, attorneys, accountants, and other professionals

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Schedule a Free Consultation

Start by contacting Marcaz for a consultation. Every situation is different, and our team will take the time to understand your needs and objectives before determining the appropriate services and approach for moving forward.

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