银行服务

Gain Confidence and Mitigate Risk

Expertise Rooted in Commercial Finance

Your lender services advisory team brings years of experience in the commercial finance industry, including time spent on the lender side and also as third-party service providers. This means they can inherently understand engagement nuances and address your specific lending requirements while maximizing process efficiency—and ultimately empower you to make smart, 战略, 以及明智的决定.

 

定制的方法

A custom service approach eliminates standardized procedures to help ensure the risk assessment is not “one-size-fits-all.” Your advisory team will have deep familiarity with the terms sheet and employ a meticulous diligence process that addresses all your specific needs—and help you identify risk in your clients’ collateral.

 

一致的服务

Lender services engagements are not used as training for associate level employees. You get a seasoned expert with a track record of providing a consistent and quality customer service experience every time. 顾问是全职的, internally hired employees that are focused solely on the lender services practice area. A dedicated engagement team means you know what to expect—and they know what to expect of you—each and every time. This results in efficiently delivering the expert insights you need and meeting your stringent deadlines.

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银行服务

抵押品评估 & 场考试

Verify the value and condition of collateral securing a loan and evaluate your borrower's financial health and operations, 包括资产价值, reviewing financial and operational records, 进行现场视察, 识别潜在风险. A thorough and efficient process helps you mitigate risk, ensure compliance with loan terms, and make informed lending decisions by providing a detailed analysis of the borrower's collateral and overall financial stability.

税务筹划与合规
实体结构
企业继任计划
合并与收购

Collateral Availability Calculations

对账

抵押品趋势分析

Customer and Product Concentrations

储备分析

营运资金分析

实质性测试

内部控制评估

库务图评估

保险评估

评税

信贷融通

 

盈余质量

Get the financial analysis and insights you need to assesses the sustainability and accuracy of your borrower's earnings. Your lender services advisor will  examine revenue consistency, 费用水平, 利润率, 现金流, and accounting practices to identify non-recurring items and provide a true picture of financial performance. 

现金流量分析

现金转换

风险价值驱动因素识别

税务筹划及准备
州居住
国税局和州代表
房地产,礼物, & 信托基金
退休计划

营业税及所得税
准备和合规
Nexus评论
分配方法
审计的援助
自愿披露
个人财产税

税收的研究
应课税性及程序
Nexus评论
州和地方注册
审计的支持
销售税准备
退款及索偿

交易结构
税务尽职调查

 

近期贷款机构服务洞察

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Your 贷款人服务负责人ship 团队