Overview
Watermark can provide a wide array of credit and analytical services. Below are a few of the many services we offer.
The scope of service we provide for you is customizable to your specific needs.
Quality of Earnings Report
Quality of Earnings reports are frequently prepared during the due diligence phase of acquisition analysis. Quality of Earnings reports are prepared by an unbiased third party and are an analysis of the components or earnings (and expenses)......more
Inventory Valuations
Watermark Advisory Group prepares Inventory Valuations for use in establishing Borrowing Base parameters and for acquisition valuation purposes....more
Revenue & Expense Validation
Revenue and expense validations are often performed for companies that do not have reliable, audited statements or for subsidiaries whose results are so intermingled within a larger corporate reporting entity that audited statements....more
Portfolio Management
Watermark’s team has managed loan portfolios from $200 million to $1 billion. We can help you manage your analytical tasks so that your account executives can do what they do best….. working with customers......more
Underwriting
Our team has a wealth of experience in structuring, underwriting and documenting commercial finance transactions including asset based, cash flow and real estate. Our team has structured and underwritten well over $500M in middle market ..... more