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Financial Strategy

 

Vision: A family and child therapy center to enable extended counseling services.
Realized: Positioning a non-profit’s finances in a for-profit world.


Triangle Pastoral Counseling wanted to build a counseling and therapy center to meet the needs of more families and children. But the organization was struggling to convey its financial stability to potential lending institutions.

After a complete financial assessment, DS Bennett Business Strategies realized that the organization’s non-profit accounting methods and financial structure were creating confusion. DSB evaluated revenues from grants versus expenses – and provided explanatory details that translated the non-profit’s financials for a commercial lending audience. The results showed an improved bottom line and an attractive loan candidate for banks.

“DS Bennett Business Strategies was able to come in, assess our situation, provide the clarity needed for the banks, reposition our financial package, present it to financial institutions and provide us multiple lending options from which to choose,” said Suzanne Luper, Executive Director.

“When I say, 'We couldn't have done it without them,’ I truly mean it,” commented Luper. “Denise Bennett is the consummate professional. But more importantly, she is a person of great faith and relational integrity.”

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8360 Six Forks Road, Suite 103, Raleigh, NC 27615    |    919-630-7094    |    Fax: 919-676-2592