Capstone Headwaters offers a full suite of Financial Advisory Services (FAS) including a leading Field Examination Practice.  In our recent report, “Field Examinations: Reducing Your Lending Risks,” we detail our process for, and broad experience in, field exams, while also presenting the value of hiring an advisor with unique knowledge of the nuances and niche procedures required for examining specific industries.  Available for download below, the report includes:

• Introduction
• Frequently Asked Questions
• Assessing the Borrower’s Operating Cycle
• Testing Procedures by Industry
• Client Case Studies
• Firm Track Record
• Firm Suite of Offerings
• Report Contributors

For more information, please contact Director Brian Jacobson.