We specialize in field exam services
Our approach blends careful analysis with real-world insights to understand how assets are performing in dynamic market conditions.
Collateral Field Exams
Traditional Asset-Based
Limited or Specialized Scope
Recurring
New Business Survey​​​
Workout
Specialty Field Exams
Consumer Finance
Lender Finance
Equipment Finance
Floorplan
Leasing
Borrowing Certificates
Borrowing Certificate Tracking
Borrowing Certificate Reconciliation
Training for the Borrower
A/R Ineligible Calculations
Inventory Ineligible Calculations
Ineligible Instruction for the Borrower
Other Services
Lender Training
A/R Aging Analysis
A/R Confirmations
Tracking Recurring Exams
Data Analysis
Physical Inventory Observation
Asset-Based Exams | Sample Scope
Accounts
Receivable
Trend Analysis
Turnover & Dilution
Reconciliations
Aging Spreads
Concentrations
Billing Test
Credit Memo Test
Confirmations
​Past Due Analysis
Cash Application Test
Credit & Collection Policies
Ineligibles
Inventory
Trend Analysis
Turnover
Reconciliations
Composition
Procedures
Test Counts
Cost Test
Gross Profit Test
In-Transit Test​
Slow-Moving Review
Royalty Review
Ineligibles
Cash & Other
GL Review
Loan Reconciliation
Notes Payable
Sales Backlog
Insurance Review
Payroll Taxes
Real Estate Taxes
Sales Taxes
Proof of Cash
Cash Receipts Analysis
Disbursement Review
Cash Account Analysis
Accounts Payable
Trend Analysis
Turnover
Reconciliations
Concentrations
Purchase Analysis
Aging Spreads
Payment Test