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Accounts Receivable & Asset Verification
  • Credit analysis of potential new and existing accounts receivable relationships with an independent risk assessment including recommendations (if needed) to improve collectability. 

  • Independent asset and/or inventory verification. 

  • Property inspections & reports.

Documentation Reveiw
  • Loan & documentation review with independent credit analysis including recommendations (if needed) to improve collectability.

  • Internal credit relationship audits with suggestions to mitigate aggregate portfolio risk profile.

Mergers, Acquisitions or Sale of Business
  • Assist clients with merger and acquisition (“M&A”) transactions by preparing an M&A strategic plan to ensure a disciplined approach to pursuing an acquisition.

  • Contacting approved potential M&A organizations to assess their level of interest.

  • Assisting with the due diligence process. 

  • Supporting clients during negotiations with prospective parties, if necessary

Strategic Planning
  • SWOT analysis is an acronym for strengths, weaknesses, opportunities and threats

    • The primary objective of a SWOT analysis is to help organizations develop a full awareness of all the factors involved in important strategic decisions

  • Independent enterprise risk management assessment with recommendations.

  • Profit improvement and operational review services.

Other Business Services As Agreed To Support Client Needs
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