Bank Relationship Consulting

Bank Relationship Consulting

Your banking relationship is one of the most critical financial partnerships your business has. Yet for many companies, these relationships are rarely reviewed or optimized. Over time, market conditions change, and what was once a competitive deal may now include outdated pricing or restrictive covenants.

An Insider's Review

At Wise Consulting Group, we conduct a Comprehensive Bank & Financing Review to ensure your banking structure is fully optimized. With over 30 years of experience on the other side of the table, we know precisely what to look for and what's negotiable.

A Trusted Partner for Critical Decisions

  • William W., Bank Market President

    John has been a tremendous partner... His vast knowledge of the banking industry and how to structure transactions can be very impactful...

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  • Ray B, Bank Executive Vice President, Chief Credit and Risk Officer

    He is intelligent, thoughtful, and a man of high integrity... His skills, integrity and background in commercial lending make him an ideal person to assist any business with its capital needs.

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Our Comprehensive Review Process

We perform a deep dive into every aspect of your banking relationship, including:

Pricing, Interest Rates & Fees

Loan Covenants & Structure

Negotiation of Personal Guarantees (including amount, type, and benchmarks for future release)

Treasury & Cash Management Services

The Benefits of an Independent Review

Our objective is to strengthen your financial position. The outcomes of our engagement often include:

Significant Cost Savings

Reduced Personal Risk

Improved Flexibility

Peace of Mind

A Trusted Partner for Critical Decisions

  • Joe O., CFO

    John's tireless effort and deep banking connections were invaluable. He secured new funding at terms better than we previously held and exceeded our expectations. I would highly recommend him.

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  • George T., CEO

    What stood out most was their commitment to finding a financing solution that was tailored to my specific needs and goals. Thanks to Wise Consulting Group, I was able to secure the necessary funding with favorable terms that will greatly benefit my business. I have no hesitation in recommending them.

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Ready to Navigate Your Next Move?

Whether you are contemplating a once-in-a-lifetime transaction or seeking a long-term strategic partner, the first step is a confidential conversation.