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Collateral Exams

Evaluating the needs of our customers

Customer

Banks

Industry

Collateral Exams

Opportunity

We saw a huge need to help our banking partners be successful. Collateral exams were in high demand but there was a three to four month wait to get one done. Heide couldn’t watch another client receive bad service and lose out on business opportunities, so the All In One team started performing them.

Solution

Fast, efficient, respectful collateral exams – performed by a senior level CFO. We are very responsive, very fair and very thorough.

Results

  • Helped banks and clients secure lines of credit, which helps clients grow their businesses.
  • Built relationship with banking partners, which allows us to move quickly.
  • We’re a trusted advisor to help business keep moving forward.
  • More lending is happening to small businesses as a direct result of the credit journey being done accurately and timely.

I really enjoy working with Missy and the All In One Accounting team, life changing.
Jane Green, CEO at Harry Green, LLC