Case Study : Lender With a Substantial Problem Loan

A Lender had a substantial problem loan on their hands, but did not have the resources to evaluate their position and develop a workout plan. Kellogg Associates:

  1. Interviewed company management, and major customers.
  2. Evaluated company prepared projections, which showed a strong turnaround. Were they achievable?
  3. Updated equipment valuations, as well as the value of the business as a going concern.
  4. Prepared range of loss exposure for bank.
  5. Developed workout recommendations for the lender.

The borrower paid for these services.

Case Studies


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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