Case Study : Jewelry Wholesaler

A Jewelry Wholesaler retained Kellogg Associates to assist in their dealings with their lender. During this period, market conditions were very weak, and the company was sustaining significant losses. The bank would not support seasonal working capital needs, and in fact wanted to reduce loan balances substantially. Kellogg Associates:

1. Developed plan to bring in accounts receivable factor.
2. Negotiated terms with bank that provides for subordination of collateral and substantial loan paydown, while at the same time giving the company the liquidity they need to execute a turnaround.

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• Jewelry Wholesaler
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What Our Clients Say

“Because of Dave's large-bank experience and his desire to work with small entrepreneurial companies, he is able to be a highly effective bridge between entrepreneurs and financing sources. He provides much more, however, by getting directly involved with the details of the business plan.”

- Randy Spencer, CEO
  Concordia Manufacturing, LLC

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