Business Advisory - Lenders

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Trusted Business Advisory Services for Over 30 Years

With more than 30 years of experience, our Licensed Insolvency Trustees utilize their backgrounds as CPAs, lawyers, and forensic accountants to prepare viability reviews of a troubled business, review and advise you of your security position, monitor under forbearance agreements, perform forensic investigations and provide litigation support services.

How can we help your business?

Business Viability Review or Look-See

As the primary secured lender of a company, you can engage us to provide an analysis of your security position/status as well as the indebted company’s current financial position. We can also review future business prospects and the status of other debts owed to creditors by providing details on the financial situation and day to day operations of the business to address difficulties that have been identified with regard to reporting or payment terms.

We act as Monitor Under a Forbearance Agreement

As the primary secured lender of a company, you can engage us to act as a monitor during a forbearance period. We will monitor your security position as well as the indebted company’s operating results, cash flows, and current financial position to bring you peace of mind that all obligations under any agreement are being met.

Assisting your Client with Cash Flow Forecasting and Preparation

As the primary secured lender of a company, you can engage us to assist your clients with the preparation of cash flow forecasts. We can review the company’s current financial and cash flow position and generate an integrated cash flow forecast to help you move forward accordingly with long term or short term payment terms. Let us help you understand why your borrower is struggling to meet obligations.

Forensic Investigations

If you’re the primary secured lender of a company and you suspect fraud or any other financial problem that you can’t seem to pinpoint for one of your clients, our forensic accounting services can discreetly investigate for you. As Chartered Professional Accountants and Certified Fraud Examiners, we will first discover the root cause of your problem and then gather the evidence you need to resolve any issues that put your interests at risk.

Corporate Litigation Support

If your client has defaulted on your security agreement and you’ve decided that litigation is necessary, we can provide additional litigation support services that will assist you in maximizing your recoveries and minimizing any losses you may face. Let us make sure your interests are protected during the legal recovery process.

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Serving many industries

With Over 30 Years of Small Business & Corporate Debt Help, Trust the Spergel Strategic Approach

Spergel Licensed Insolvency Trustees have over 30 years of experience developing business solutions for a wide range of industries. You can count on our small business and corporate debt help solutions that we’ve used to assist companies across various industries, including manufacturing, services, start-ups, and technology. We make it our business to understand yours and provide customized and cost-effective solutions.