UNDERSTANDING OUR CLIENT’S BUSINESS IS JUST THE BEGINNING
Intro duction to Citrin Cooperman’s Lender Due Diligence Access the Future.
citrincooperman.com
Citrin Cooperman’s Lender Due Diligence
Citrin Cooperman provides comprehensive and credible lender due diligence analysis for structured finance transactions, asset-based loans, asset-backed securities, and whole asset purchases. We have experience with many different types of asset classes, and our team has handled over a billion dollars in transactions. With our expertise, we can serve as your provider of choice
EXPERIENCED TEAM
Our team has decades of experience in lender due diligence analysis and a deep understanding of the industry
THOROUGH ANALYSIS
We conduct detailed testing with integrity to ensure that you have all the information you need to make informed decisions
TIMELY RESULTS
We understand the importance of time in the lending process and strive to provide our clients with timely and accurate results
COMPETIVE PRICING
With our efficient operating model we offer clients a competitive pricing structure relative to other larger providers
Industries We Work With:
» Auto Dealerships
» Consumer Loans
» Equipment Lease
» Energy
» Fintech
» Life Science
» Manufacturing & Distribution
» Merchant Cash Advance
» Real Estate
» Retail
» Shipping & Logistics
» Staffing
» Timeshares
» Transportation
» Wholesale
Firm Service Offerings
At Citrin Cooperman, we offer a wide range of advisory, assurance, and tax services to meet the needs of our clients.
AUDIT AND ATTEST
• Agreed-Upon Procedures
• Employee Benefit Plan Audits
• Financial Statement Audits
• Public Company Audit Services
• Reviews and Compilations
• Royalty Inspection, Contract Compliance, and Consulting
COMMERCIAL TAX SERVICES
• IRS Representation and Tax Controversies
• Mergers and Acquisitions Tax
• Not-for-Profit Tax
• Income Tax Accounting and Advisory Services
• Tax Compliance
• Tax Research and Planning
INTERNATIONAL TAXATION SERVICES
• Pre-Immigration Tax Planning
BUSINESS CONSULTING
• Business Management and Family Office
• Government Contracting Specialty Advisory Services
• Healthcare Advisory
• IT Business Advisory Services
BUSINESS PROCESS OUTSOURCING
• Finance and Operations
• Outsourced IT and Advisory Services
FORENSIC AND LITIGATION ADVISORY SERVICES
• Economic Damages
• Forensic Investigations
• Insurance Claim Analysis
Audit and assurance services are provided by Citrin Cooperman & Company, LLP.
ASSURANCE TAX
ACCOUNTING ADVISORY SERVICES
• Business Combinations
• Going Public Readiness
• Lease Accounting
PRIVATE CLIENT SERVICES
• High Net Worth Individuals
• Offshore Voluntary Disclosure
• Private Client Tax Compliance
• Trust and Estate Services
STATE AND LOCAL TAX (SALT)
• Film Production Tax Incentives
ADVISORY
STRATEGY AND BUSINESS TRANSFORMATION
• Corporate Performance Management
• Enterprise Resource Planning
• Finance Transformation
• Financial Close Transformation
• Process Improvement and Automation
TECHNOLOGY, RISK ADVISORY, AND CYBERSECURITY
• IT Risk, Cybersecurity, and Privacy Services
• Risk Advisory Services
TRANSACTION ADVISORY SERVICES
• Lender Due Diligence
VALUATION ADVISORY SERVICES
• Financial and Tax Reporting Services
• Litigation Support
• Music Economics and Valuation Services
• Portfolio Valuations
www.citrincooperman.com
CONTACT US
Brandon Ehrich Director
Transaction Advisory Services
E:behrich@citrincooperman.com
Christopher McLane Partner
Transaction Advisory Services
E: cmclane@citrincooperman.com
“Citrin Cooperman” is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs The two firms operate as separate legal entities in an alternative practice structure
The combined entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are an independent member of Moore North America, which is itself a regional member of Moore Global Network Limited (MGNL) All the firms in MGNL are independent entities, owned and managed in each location Their membership in, or association with, Moore Global Network Limited should not be construed as constituting or implying any partnership between them
