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

• Turnaround Operations and Obtain New Financing
• Strategic Planning and Outside CFO
• Lender With a Substantial Problem Loan
• New England Community Bank
• 40-Year-Old Family-Owned Apparel Manufacturer
• Fast-food Franchisee
• Jewelry Wholesaler
• Start-Up Construction Equipment Manufacturer

What Our Clients Say

“Dave combines his in-depth understanding of his client's strengths and weaknesses with a thorough understanding of banking requirements. The result is that he is able to provide an invaluable service to both private companies and their lenders.”

- Jon Barnes, Vice President
  Business Banking Sovereign Bank

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