Consulting Services

• Liaison with Lender with respects to existing and future terms
• Assist in work-outs to negotiate Forbearance terms
• Financial Evaluation – Review of current and future capital needs
• Process Improvement & Efficiency Modeling
• Prepare Loan packages and proforma’s to present to prospective lenders to secure financing (commercial and retail) and negotiate terms of transaction
• Telecommunications Expense Review
• Shipping and Freight Expense Review
• Energy Management Services
• Occupancy Lease Cost Recovery Services
• Information Technology Review
• Human Resource Policy

• Inventory Management Review – improve and establish internal audit procedures
• Accounting Department Review
• Sales Department Review
• Compensation Review
• Auditing of Inventories
• Facilitate Asset / Business Liquidation
• Work with court appointed Receivers and/or Trustees
• Provide “Keeper” services
• Perform Book Audits of Business records

Insurance Auditing Performed by State Licensed Agents

• Thorough insurance review (Business, Personal, Trust, Life, Health, and P&C) by State Licensed Solution Partners, to identify duplications and un-necessary coverage, as well as evaluate performance to prior illustrations.
• Enhanced cash flows by restructuring Corporate and Personal Insurances
• Calibrations to Group Health Plans
• Assistance in establishing a “Captive” insurance company
• Perform an independent review of Owner’s personal / trust policies

Asset Divestiture

Business
• Buyer and Seller representation in acquisition.
• Negotiating terms of Buy -Sell Agreement.
• Auditing business portfolio and assets that are subject to sale.

Business Assets
• Liquidation of Inventories and Accounts Receivables
• Work with respective manufacturers on behalf of client (Lender or Dealer) to facilitate manufacturer approval, negotiate buy-back terms, and receipt of A/R proceeds relating from “trunk money” and/or buy-back of inventories.

• Concentric’s extensive network allows us to match buyers and sellers creating the right fit for your commercial real estate liquidation needs.
• Represent client on either the “buy” or “sell” side to network opportunities and facilitate closing of the transaction.

Tax Incentives

• Property Tax Recovery Services
• Cost Segregation
• Federal Energy Credit
• Empowerment Zone Credits (Federal)
• Enterprise Zone Credits (State)
• R&D Tax Credits
• Employer Tax Credits
• Infrastructure Grants / Industrial Development Bonds
• City Sales Tax Rebates / Revenue Sharing
• Redevelopment / Relocation Credits
• Tax Increment Financing

Expert Witness Services

Concentric Solution Partners are available to serve as expert witnesses and offer technical expertise within an array of industries and services. With a seasoned nucleus of executives we are adept in providing arbitration and litigation support, from evaluating complicated situations, assisting with discovery and providing testimony.