Capital Insights

Capital Advisory Preparation: Separate a Question From a Decision

Medro Advisors · Research and commentary from Don McClain

By Don McClain | Founder & Principal, Medro Advisors

A useful deal review distinguishes questions that can be investigated from decisions someone must make. “Can this collateral support the structure?” is an underwriting question. “Will the owner change the proposed scope?” is an owner decision. Maintain separate lists, each with the evidence needed and the person responsible. Otherwise a file can circulate while the decisive choice remains unmade. Medro Advisors can help organize the process and clarify responsibilities. A preliminary discussion, engagement or document review does not mean a lender has approved or funded a transaction.
Author: https://www.donmcclain.net/
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