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Quality of Earnings Analysis to Close Acquisition Deal

The client is a middle market provider of personal and business banking services. The company offers deposit products such as checking, savings, money market accounts, certificates of deposit, and individual retirement accounts.

  • Consulting - Quality of Earning Analysis
Solution & Benefits

The client called and asked if PKF Texas could do this project in a two-week time frame and if PKF Texas had experience with Quality of Earnings.

In order for the client to get other banks to participate in a large loan facility alongside them, PKF Texas performed a Quality of Earnings report, which resulted in the client securing the loan facility for their relationship.

Needs Obstacles