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Lender Relations


In today's marketplace it has become as critical as ever to maintain a quality working relationship with your lender. When the business climate becomes volatile the relationship may become strained.

Has your lender relationship become strained as a result of defaulted debt covenants? Yes   No 
Is your Company having difficulty raising the capital it needs to sustain or grow the business? Yes   No 
Is your Company in the Workout Group or Special Credits Department of your lender? Yes   No 
Has your lender requested that you find an alternative lender? Yes   No 
Are you paying higher than market interest rates on debt? Yes   No 
Are meetings with your lender scheduled sporadically and usually only when you are in the midst of a crisis? Yes   No 

If you answered yes to any of the above questions, your Company may benefit from our review of your Current Debt Financing and Lender Relations.

We will perform any or all of the following in regard to managing your lender relations and review of your current and recommended debt structure:

  • Analysis of your existing debt structure
  • Meet with you to understand your current and long term working capital needs
  • Make suggestions for any proposed changes in debt structure
  • Assist with the preparation of financial information in an organized format for submission to lenders when applying for financing
  • Become the point person for all current and prospective lenders communications

Give us a call today to discuss your situation. cfoSOLUTIONSPlus can help.


235 Highland Avenue | Buffalo, New York 14075 | Phone 716.648.1710 | Fax 716.648.7901

www.cfoSOLUTIONSPlus.com