Services : For Businesses

  • Quickly assess the strengths and weaknesses of the business model, as well as the industry and competitive position, and create an action plan that will satisfy the needs of all parties.
  • Facilitate Strategic Planning projects for companies. The focus can be on specific issues that impact the business, or it can look more broadly at the overall direction of the company.
  • Prepare business plan and projections. The needs of all parties (stockholders, lenders and creditors) must be addressed.
  • Represent the company with lenders and creditors, so that the best possible result is achieved for the stockholders.
  • Obtain financing in order to support growth or refinancing requirements. Acquiring debt and lease financing even when credit markets are very tight is a specialty of Kellogg Associates.
  • Kellogg's extensive network in the Financial Services community insures that the client gets the best possible financing available. Personal contacts at all the major institutions in the region will be used as necessary.
  • Assist clients with acquisitions of other companies. Evaluate candidates, conduct due-diligence, structure transaction and integrate companies after acquisition.
  • Kellogg serves on Advisory Boards for companies in order to provide strategic direction for growing companies.

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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