For lenders, attorneys and advisors

When a borrower is slipping, a client is heading into a sale or a dispute, or a company needs a finance lead fast, we can step in quickly and report back on terms we agree on up front. We don’t compete with your role, and your client relationship stays yours.

For bank lenders and special-assets officers

  • —An independent read on a troubled borrower’s liquidity: cash runway, what’s driving the losses, and whether the plan is believable
  • —A 13-week cash forecast the borrower will actually maintain
  • —Interim finance leadership while the borrower stabilizes

For restructuring, business and family-business attorneys

  • —Financial analysis for disputes, buyouts and bankruptcies
  • —Communication plans for employees, customers and family during a sale, a dispute or a restructuring
  • —A steady adviser for a client under pressure

For business brokers and M&A advisors

  • —Sale-readiness reviews before a listing
  • —Buy-side diligence for individual and first-time buyers