Our Process
What Working With GTE Looks Like
Understand the Situation
Every engagement begins with a direct review of the client’s business, financial position, existing debt, lender relationships, objectives, and timing. GTE does not start with a template. We start with the facts.
Build the Analysis
GTE applies institutional-level financial analysis to your situation — balance sheet proportions, cash flow, collateral, guarantor capacity, economic conditions, stress testing, transaction structure, and risk identification and mitigation. For new financing or a loan renewal, this includes an early pass of the 41 Point Financing Capacity & Lender Readiness Assessment, so you have an institutional lender’s view of your own financial position before any recommendation is made.
Structure & Financing Package Development
When the engagement includes financing package development, GTE builds on that analysis to prepare a lender-ready package addressing the same factors institutional lenders evaluate — the narrative, structure, repayment support, collateral analysis, and stress testing described under Financing Package Development.
Manage Execution
When the engagement includes execution, GTE remains directly involved in lender discussions, term sheet review and negotiation, commercial review of loan agreement terms, underwriting questions, diligence, and closing coordination. The work is handled directly at the principal level.
Stay Aligned Over Time
For ongoing engagements, GTE provides the Financial Performance & Lender Readiness Report on a recurring basis to monitor financial performance and lender readiness, identify emerging risks early, and keep the business prepared for future financing, lender discussions, and critical business decisions.
Let’s Talk About Your Situation
The first step is a straightforward conversation.