Business Practices Review

Identify Opportunity, Manage Risk

An independent, confidential review of your business practices can identify areas needing improvement or posing potential risk. As seasoned equipment leasing and finance industry leaders, the Alta team understands the complexities of equipment finance and brings its knowledge to the review process. Alta’s clients can proceed into (or avoid) a complex transaction with the confidence of knowing they’re making the right decision.

Customized, Confidential Assessment

The process is customized to your business and can be used to assess a range of operational and financial practices. In a confidential review, Alta interviews key personnel, including executive leadership and operational management. We create space for candid discussion of business practices. In addition, Alta conducts on-site observations and assesses operating, management, financial and documentation practices against industry standards and best practices.

Path Forward

The Alta team will prepare and present detailed written reports and analyses of findings, including presentations of specific strengths, weaknesses, and areas of concern. These reports help clients make strategic changes to business practices and avoid potential problems.