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

“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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