Extensive expert witness testimony and lending experience brings an
"insiders" understanding of how commercial banks operate.
Whether it is bank-lending regulations, bank lending practices, or
lender liability issues ranging from loan commitments to loan defaults
or loan restructure / workout issues to interest rates and bankruptcy,
this knowledge allows the borrower to maximize the banking
relationship and minimize risk / exposure in commercial
borrowing arrangements.
Thank you for taking a few minutes to become better
acquainted with my services. Should you have comments or
questions, wish to receive additional information or seek to
arrange an initial consultation, I may be reached at 410
261-5080 or email by clicking the link below.
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Expert Witness Services
Professional Experience
Media Article: Expert Witness / Loan
Workout / CFO for Hire
Publications
Contact Us
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Expert Witness Testimony
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Lender Liability
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Loan Commitments
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Interest Rates and Commercial Bankruptcy
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Bank conduct and standards of care in commercial lending,
loan guaranties, loan approval process, credit
administration and bank loan restructure / workout process
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Loan Forebearance Issues
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Fraud Issues
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Credit Policy Issues
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Bank Director / Bank Officer Conduct
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Good Faith and Fair Dealing
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Real Estate Appraisals
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Fiduciary Issues
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Negligence / Gross Negligence Issues
(Case list available upon request)
Strategic Financial Planning and Management
Services / Chief Financial Officer For Hire
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Negotiations with financial institutions for all types of
commercial loans including middle market and small
business, real estate and international transactions
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Negotiations with commercial banks for non-lending
services: cash management, trust and pension services,
letters of credit, international services including
foreign currency, interest rate instruments including
swaps, caps, collars, and investment services as
appropriate
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Profit Planning / Analysis
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Preparation of financial business plans
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Expansion and acquisition analysis and advice /
negotiations with financial institutions
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Debt capacity and debt structure analysis
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Pension analysis
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Executive financial planning and estate analysis
concentrating on wealth accumulation and investment
management planning and analysis
Loan Restructuring / Asset Recovery
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Negotiating and restructuring problem loans with financial
institutions
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Negotiating forbearance agreements with financial
institutions
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Preparation of pre-bankruptcy and post-bankruptcy periods
including debt structure and debt capacity analysis and
negotiating with lenders for debt availability
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