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


Join Our E-Mail List

To join, enter your email address below and click "Join". We will not use your address for anything except our newsletter, and you can discontinue your subscription at any time.