Review and Evaluation of Existing Bank Financing and Related Documentation

This critical service scrutinizes your loan documentation from the bank to ensure it matches your lender’s commitment to lend. Financial ratios, loan formulas, loan covenants and different levels of reporting can be reviewed, explained, understood and acted upon.

Placement of Financing

If you are seeking new financing for a business opportunity, if your existing lender is changing your terms and conditions, or you are interested in investigating alternative financing source for your business, we can help. Using our numerous contacts with banks and other traditional and non-traditional lending sources, we can provide your company with financing alternatives that fit your business needs now and in the future.

Meet Michael Silverman, Your CFO

A senior financial professional with a proven track record in managing all aspects of financial and treasury functions within global distribution and manufacturing operations and service organizations.

Michael is customer focused and results oriented team builder with excellent communiation and problem solving skills. He has successfully streamlined organization by 31% through plant closings and consolidation of positions, which reduced annual operating expenses by $4.6 million.

His progressive experience in a private equity environment allowed him to become skilled with bargaining unit negotiations. An attestation to his problem solving skills, Michael successfully managed an $8 million business to avoid potential bankruptcy filing.

View Michael's Background    Connect on LinkedIn


Control costs and eliminate unnecessary financial surprises! Contact us today!

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American Institute of CPAs
Wisconsin Institute of Certified Public Accountants