top of page

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

bottom of page