Corporate Financial Assessments


All Financial Assessments include:

- Summary of the subject's financial circumstances
- Client character/credibility observations
- Available surplus/deficit cash flow
- Actual lendable assets/investments that could be leveraged
- Income/Expense/Net Worth Statement
- Viable Repayment Scenarios - how and where
- Recommendations

In addition to the information contained in the Individual Financial Assessment, Corporate Financial Assessments also include:

- Corporate Structure
- Officers and Directors
- Type of business - home based?
- Industry
- Type of goods - product and/or service


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Corporate Financial Assessments are most useful when coupled with the Individual Financial Assessments of Directors that you are representing.