|
K&H's
8 Step Process
(1) Complete one page Pre-Qualifier
worksheet or submit Business Plan/Executive Summary
(2) Pre-qualification determination process; project is
reviewed and evaluated resulting in acceptance, proposed revision
or being declined.
(3) Lender/Investor conceptual interest is obtained along with projected
terms; proposal furnished.
(4)Consultant Services Authorization and Fee Agreement is issued;
subsequently, upon execution, when applicable, lender/investor Letter of Interest
is issued.
(5) Document checklist of typically requested data is prepared and furnished to
client
(6) Analysis of all documents, preparation and packaging of the data for submission to designated
lender/investor; formal
due-diligence commences.
(7) Term Sheet/Conditional Commitment and/or Firm Commitment
issued
(8) Closing/Capitalization/Funding.
|