MIDDLE MARKET BUSINESS LENDING

Former Lenders who understand how to mitigate risk for the Bank and their Clients

Helping clients issue recurring financial statements, with the goal in mind to help borrowers adhere to Bank covenants, and ensure proper loan payback.

We can also help with calculating monthly borrowing bases, and navigating A/R and Inventory challenges so the Bank reduces and minimizes its exposure.

Empowering Lenders

  • Consistent Monthly Reporting

  • Borrowing Base Completion

  • Proactive Covenant Management for credit quality compliance

  • Debt Service Coverage compliance

  • Trailing 12 month reporting

  • Deeper insight into adjustments, add-backs and one-time events to help your clients navigate challenges.

  • Budgeting and Forecasting

  • Cash Flow Management

Start with a Financial Assessment of Your Clients

If you are a lender and need assistance with a client’s loan request, contact us to get started.