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.

Case Studies


What Our Clients Say

“David has been the ideal facilitator for helping our fifty-year-old $35M family hardware business complete the generational transfer of ownership to management. He handled all the internal and external stakeholders with professionalism and decency that resulted in everyone feeling heard, respected, and well served. I will forever be thankful for his steady hand making this financial and emotional transition for our family a success rather than a replay of a Shakespearian tragedy.”

- Greg Kidd
  Co-Founder and CEO, GlobaliD
  Founding Partner, Hard Yaka


Join Our E-Mail List

To join, enter your email address below and click "Join". We will not use your address for anything except our newsletter, and you can discontinue your subscription at any time.