How We Help Commercial Lenders & Special Loans Professionals

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Helping owner-managed businesses stabilize, grow, and perform — so your loan does too.

Do Any of These Sound Familiar? 

You may have borrowers who:

· Struggle with cash flow or financial reporting

· Have breached/ are close to breaching covenants

· Lack financial expertise to fix performance issues

· Need clear plan for sustainable growth 

· Don't have time to do it all

Where We Come In  

We work with your client directly to:

· Provide CFO-level expertise without a full-time hire

· Build lender-ready forecasts and reporting packages

· Improve bank communication and transparency

· Clarify strategy and prioritize impactful action

· Support turnaround, transition, or high-growth periods

What This Means for You

· Strengthens borrower performance and management capability

· Protects the value of your loan

· Reduces time spent chasing borrower updates

· Prevents loan deterioration or escalation

· Supports long-term borrower viability

Helping stabilize underperforming borrowers and protect loan recoveries

Supporting You When Borrowers Breach Covenants

If you're managing clients in special loans due to covenant breaches, underperformance, or financial distress, we can help. We partner with borrowers as independent financial advisors to quickly assess viability, stabilize operations and improve communication with the bank.

Common Challenges We Address:

· Covenant breaches or risk of default

·  Poor or delayed financial reporting

· Cash flow problems and liquidity shortfalls

· No go-forward plan or strategic clarity

·  Inadequate financial controls 

· Lack of forecasting and scenario planning

How We Help Special Loans:

· Conduct financial and operational assessments

· Deliver lender-aligned turnaround and action plans

· Provide interim CFO-level support

· Improve borrower transparency and responsiveness

· Strengthen internal financial reporting and controls

· Support orderly exits, refinancing, or recapitalization

We work alongside management, but stay aligned with the lender’s goals: 

preserving loan value, reducing risk, and resolving files efficiently.

BEST-FIT SCENARIOS

• Non-court-appointed turnarounds
• Clients with strong potential but limited financial acumen
• Owner operated businesses