Services : For Lenders

  • Prepare a Risk Analysis of the borrower: Quickly assess the Borrower's financial position and prospects, the strengths and weaknesses of the business model, as well as the industry and competitive position.
  • Evaluate the lender's collateral position and prospects for repayment from all sources.
  • Develop an action plan that will keep the borrower "on the line" or at least insure maximum recovery for the bank.
  • Assist the borrower with the preparation of a business plan and projections. The needs of all parties (stockholders, lenders and creditors) must be addressed.
  • Obtain alternate financing if that is what the Lender requires. Acquiring debt and lease financing even when credit markets are very tight is a specialty of Kellogg Associates.

Our Services


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


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