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Building an accurate income assessment of a multiple entity borrower has always been challenging. Determining the cash generated by individual businesses while also understanding the condition of each borrower's holdings can be a struggle even with complete information.
This webinar examines two borrower scenarios: a typical, simple multiple entity relationship and a complex real estate investor. We will explore methods to evaluate overall risk in the holdings, interpret tax forms, and establish a process to understand the cash flow in total.
Moving beyond numbers, qualitative analysis will be emphasized. We will end by reviewing a list of questions to ask the borrower that will give you a better understanding of their credit. This webinar will be helpful for all levels of bankers from experienced lenders to analysts just starting out.
Recorded August 10, 2023.