Financial Advisory Services

Real Estate Advisory 

Crossing Capital Group utilizes its extensive network of mission-oriented real estate developers to help our clients identify the right partners. We help BIPOC (Black, Indigenous, and people of color) institutions explore all available options in positioning their assets for the benefit of their organization and the communities they serve. CCG does this by working with local and national vendors to ensure that projects are mission-aligned, are built within scope, on time, and within budget. 

Pre-Development Financing 

Crossing Capital Group has created a network of lending partners to make pre-development financing available to our clients. Our pre-development financing programs allow our clients the necessary funding for strategic planning, property assessment, zoning and entitlements, design clarification, and financial advisory services (financial modeling for development and investment structuring.) 

Pre-Development/Owner’s Representation 

Crossing Capital Group represents our clients, and their communities, on major capital improvement projects, which may include new construction or the rehabilitation of an existing structure. Our services include site selection, land development, negotiating transaction documents, permanent loan brokerage, bidding and local vendor procurement, scope development, and project management.  

Strategic and Financial Consulting Services  

We assist our clients with developing models for budgeting, cash flow management, financial reporting, standard operating procedures, financial management manuals, and creating internal controls. Additionally, we provide donor and membership database management, and the implementation of budget process automation.  

(Services starting at $5000 and vary per engagement)  

 Financial Training and Educational Services  

We provide workshops and individual training in the key areas necessary to advance the skills and knowledge of financial management teams. Our training includes, but is not limited to, the utilization of many of the leading financial management software systems, basic accounting and bookkeeping, non-profit financial reporting requirements, and Business Office training for higher education institutions.  

(Training services start at $550/pp; group rates are available)  

Interim Accounting Services for BIPOC Institutions (CFO, Controller, Accounting Management, Bookkeeping)  

As many of our clients are challenged in finding or hiring full-time accounting and finance leaders who possess the necessary expertise in the nuances of non-profit management, Crossing Capital Group offers professional services focused on filling these needs. We provide interim staffing resources (ranging from bookkeepers to CFOs,) and consulting services which support our clients’ financial and compliance needs. 

(Pricing varies per engagement) 

Information Systems Needs Assessments 

We have found that many of our non-profit clients are using information systems which are either inadequate or mismatched for their needs. Crossing Capital Group assists our clients by doing an internal needs assessment to determine which systems are best suited for them, and then we provide integration and training services to make any transition as easy and seamless as possible.  

(Assessments begin at $5000 and vary per engagement)    

Grants Administration and Management Consulting  

Crossing Capital Group offers solutions for management and administration of federal, state, foundation, and private grants, including report writing.  Identifying, applying for, and administering grants is a complex and detailed process, that is why our expertise is needed by our clients. We assist with identifying and applying for the most appropriate grants and assist our clients with creating the necessary management and reporting procedures which assure full regulatory compliance with the terms of each grant.  Our services also extend to setting up the needed systems, procedures, and reporting for all types of contracts and giving programs. 

(Prices will vary based on the complexity of the reporting requirements.) 

Nonprofit Startup Services (501c3) 

Impactful community programs often necessitate organizing a separate 501c3 organization. Not only does this protect the primary institution from certain liabilities, but presents the opportunity to welcome others from your community who are aligned with your desired outcomes, but may prefer not to directly associate themselves with the primary institution. This separate organization gives potential volunteers, fundraisers, or board members the comfort of knowing that the organizational governance is directly aligned with the specific community  impact they wish to play a part in making. Crossing Capital Group assists our clients to prepare the required applications, formation filings, and governance documents to start a new 501c3 (not-for-profit) organization.  

(Services start at $1250, plus all application local municipal, state and IRS fees) 

Operational Needs Assessment   

As many organizations are challenged with developing models for operational sustainability and scalability, Crossing Capital Group provides a systematic internal assessment of your organization’s operating activities to determine efficiency, effectiveness, and economy of operations.  We focus on key processes, procedures, internal controls, and systems.  This process not only builds and sustains your organization procedurally, but it also ensures fiscal preparedness to receive additional grants and gifts.  

(Services start at $5000)  

Joshua told the people, “Consecrate yourselves, for tomorrow the Lord will do amazing things among you.”  

– Joshua 3:5