Innovative Financial Results
484-680-0745 (m)  610-273-5817 (f) ​
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Banking Negotiations / Structuring / Compliance

Positioning through strategy selection and proper loan monitoring/management is the key to bank negotiating and compliance success.

  • Negotiate the client’s business strengths with an effective loan presentation that transform negotiating weaknesses into strengths
  • Prepare a projection to determine the effects of tax saving strategies to ensure the client does not violate the lenders bank agreement
  • Enable the client to save interest on bank debt without slowing the payment cycle to vendors
  • Use letters of credit effectively
  • Consider the use of an interest rate swap to manage interest expense




"The greatest trap in our life is not success, popularity or power, but self-rejection."  
- Henri Nouwen, Dutch writer


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IFR ... Heads-up creative, not heads-down compliance
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