PKF Mueller

Enhancing the lifetime success of our clients

Banking & Financing Solutions

Banking & Financing Solutions

It takes a lot of time and expertise to navigate the complex financial process in the banking industry today.  As a business owner, you need to focus on your business and making it profitable.  Our team of professionals can assist you in reviewing your current banking provider, as well as, the structure, pricing, and covenants of your current loan facilities.  Our team understands the intricacies of structuring transactions for a variety of industries to help your business reach its overall goals.  We can help you find a banking solution that is right for you and your business.


  • Review and evaluate your current banking relationships and ensure you get the most competitive terms possible to meet your goals
  • Assist in finding the right bank and banker for your business
  • Interpret banking proposals, financial statements, budgets, forecasts, and cash flow projections and provide detailed explanations to ensure your full understanding
  • Provide collateral analysis
  • Negotiate covenant waivers and work with your bank on covenant defaults
  • Help you understand how to look at your global cash flow and explain why it is important in the credit decision
  • Review covenant compliance, borrowing base certificates, and help negotiate your loan terms
  • Proactively determine clients desired loan structure and terms prior to discussion with bankers
  • Negotiate short sales and assist with real estate and business loans
  • Examine various banking products and services that could be beneficial to your business, such as: cash management, letters of credit, merchant services, swaps, etc. and devise the best mix to optimize your results and expectations
  • Provide an unbiased financial evaluation of all family members, including senior parents as well as adult children


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