PROJECT VERNER

OUR CLIENT WAS APPROACHED BY A RELATED ENTITY FOR A LOAN IN THE FORM OF A CREDIT FACILITY. WE WERE ENGAGED TO UNDERTAKE PRE-LENDING DUE DILIGENCE.

Our path of work included:

 

  • Analysing the borrower’s financial position and recent financial performance;
  • Meeting with the borrower to understand the requirement of the loan;
  • Identifying the key challenges and risks the borrower will face that may impact on their ability to repay the loan;
  • Estimating the borrower’s future financial performance;
  • Identifying appropriate assets to secure the loan against.


Our review outlined the potential risks with advancing further funds and recommended the client not lend funds to the related party.

PROJECT SOHO

PROJECT CRAIG - Safe Harbour Advisors