Secure Borrowing Power Review™
A borrower-side review before outside-party handoff.
A 14-day, fixed-fee borrower-side review focused on AP/vendor support before lender review, borrowing-base pressure, field exam prep, refinancing, renewal, or diligence.
Schedule a 15-minute fit callPrice
$7,000
Timeline
14 days
Scope
Borrower-side only
Deliverable
Borrower-owned packet
What it is
Borrower-side AP/vendor support organization before outside-party review.
Forward Advantage reviews the AP/vendor support layer on the borrower side and helps organize the file behind the borrower's stated position before outside-party review, lender engagement, or handoff begins.
We work borrower-side only. We do not represent lenders, replace field examiners, provide accounting or legal services, or issue opinions on credit, borrowing power, or lender outcomes.
The deliverable belongs to the borrower. What the borrower shares, with whom, and when is the borrower's decision.
When to use it
Use SBPR when outside-party review is approaching.
What is included
What the review includes.
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Scoping call
Confirm trigger, timing, documentation landscape, and fit before the engagement begins.
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AP/vendor support review
Borrower-side review of the AP/vendor documentation layer organized around the support areas most relevant to outside-party review.
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Support-file organization map
Where support documentation exists and which areas may require borrower attention before outside-party review.
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Documentation pressure summary
Plain-language summary of the support areas that require borrower attention before outside-party review.
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Borrower action checklist
Structured list of actions the borrower can take to address identified support areas.
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Final borrower-owned summary packet
Complete structured deliverable. The borrower owns it and decides how it is used.
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Optional debrief call
30-minute working session to walk through findings and answer questions before the engagement closes.
Scope boundaries
What it is not.
SBPR is not audit, assurance, legal advice, tax advice, bookkeeping, underwriting, ERP cleanup, field exam replacement, lender representation, lender approval, or a third-party reliance opinion.
Lenders make credit decisions. Forward Advantage works borrower-side only.
Who it is for
Built for mid-market borrowers managing documentation pressure.
CFOs and Controllers managing lender relationships at mid-market companies — owner/operators preparing for refinancing, renewal, or lender review — PE-backed operating companies with AP/vendor complexity — new CFOs and Controllers who inherited the file.
Ready to organize the file before the review window opens?
A 15-minute fit call is enough to confirm trigger, timing, and fit.
Schedule a 15-minute fit call