Capital Tailored for Growth
We specialize in crafting capital structures that empower growth and strategic transformation. Our approach aligns financial resources with your business objectives—whether it’s scaling operations, entering new markets, or recapitalizing for long-term success. By leveraging our network of institutional investors and private capital sources, we ensure that every deal is structured for impact, control, and sustained value creation.
Equity & Debt Structuring
We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress.
Fiduciary Financial Planning
As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based on what’s best for you, not for us. Our fiduciary duty ensures you receive advice that is unbiased.
Professionals Only, No Salespeople
Every advisor at United Financial Planning Group proudly holds the prestigious CERTIFIED FINANCIAL PLANNER™, ensuring that every recommendation is made solely in your best interest. We are committed to transparency and integrity — never selling products or earning commissions, but focusing entirely on delivering unbiased financial guidance tailored to your goals.
Unlock the Right Capital to Scale
Capital Advisory at KI Holdings goes beyond funding—we engineer strategic financial partnerships. Whether you’re seeking equity for expansion or debt for operational growth, our tailored solutions ensure you raise the right capital under the right terms. Through rigorous analysis and investor matchmaking, we help you maximize value while maintaining flexibility and control.
How Can Our Team Help You to Reach Your Goals
Discovery & Strategy
We begin with a comprehensive consultation to understand your capital goals, business model, and growth trajectory. This foundational step ensures alignment and uncovers the best capital structure for your needs.
Financial & Market Positioning
Our team analyzes your financials, valuation parameters, and market position to refine your story. We then position you to attract the right investors and terms..
Deal Structuring & Roadshow
We structure and prepare the offering—equity, debt, or hybrid—and present it to our network. You gain investor-ready materials and expert representation in all stages of negotiation.
Execution & Closing
Once matched with capital partners, we oversee execution through closing—ensuring legal, financial, and operational requirements are met. Post-deal, we remain engaged to support integration or compliance.
