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

“Dave has now done two tours of duty with Ageless Innovation. When we started the company, we knew we did not yet need a fulltime CFO, but we needed the knowledge and experience of a seasoned finance professional. Dave jumped right in to help us set up our banking relationships, establish our loan with the BDC-RI, set up and populate our systems and most importantly be a strong financial partner for the co-founders. Dave quickly became part of the team and helped steward us through the first couple of years. When the time came to hire a full time CFO, Dave helped with all aspects of the hiring and transition processes making it seamless.

Unfortunately, a year later we were back in the CFO search process and my first call was to Dave. Within hours we were meeting and the next day he was back in the office as our interim CFO helping us with another hiring and transition. Dave jumped back in and we never missed a beat. We still rely on Dave for advice and guidance and he has become a trusted friend to me and to the company.”

- Ted Fischer, CEO & Co-founder
  Ageless Innovation, LLC


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