Lending to commercial enterprises across various industries presents unique challenges, including complex supply chains, diverse customer bases, and fluctuating market conditions. At West Fork, we specialize in providing comprehensive field examination services to assist banks, asset-based lenders, investment banks, and specialty finance companies in assessing risk and making informed credit decisions.​

With extensive experience across multiple sectors, our field examiners offer in-depth insights into your borrower's financial health, internal controls, and collateral quality. Whether you're underwriting a new loan or conducting a recurring review, West Fork delivers the clarity and confidence you need to proceed.


What We Provide

Preloan Examinations. An asset-based collateral and financial evaluation of a prospective borrower performed on behalf of a bank or specialty finance company. The examination focuses on determining borrowing base availability (typically based upon accounts receivable and inventory) and provides a comprehensive analysis of the proposed collateral. Our team analyzes financial data, assesses risk, identifies collateral impairments, and recommends mitigants to credit-related concerns, enabling our clients to make well-informed credit decisions.​

Recurring Examinations. An asset-based collateral and financial evaluation of a current borrower. This examination recalculates and confirms borrowing base availability, analyzes financial data, assesses risk, identifies collateral impairments, and recommends mitigants to credit-related concerns, helping our clients protect their investments.​

Quality of Earnings Analyses. An analysis typically provided for buyers, sellers, and lenders involved in an M&A transaction. It evaluates a target company's historical financial performance (revenue, gross profit, and EBITDA) with a focus on determining the reasonableness of reported EBITDA, followed by pro forma adjustments for the period under review. This analysis provides insight into the risks and opportunities associated with the target business.

Who We Review

Our field examination services support lenders financing companies in various sectors, including:

  • Technology and Software

  • Construction

  • Energy and Utilities

  • Consumer Products

  • Manufacturing

  • Wholesale and Distribution

  • Retail

  • Transportation and Logistics

These organizations often face challenges such as inventory management complexities, accounts receivable concentration risks, and seasonal cash flow fluctuations. West Fork provides valuable insights to help you understand and mitigate these risks effectively.


Why Lenders Choose West Fork for Field Exams

  • Industry-Specific Expertise. Our examiners possess deep knowledge of various industries, understanding the unique challenges and risks associated with each sector.​

  • Lender-Focused Approach. Having collaborated with numerous asset-based lenders, specialty finance companies, and banks, we deliver timely, accurate, and actionable examinations tailored to your needs.​

  • National Coverage, Flexible Turnaround. West Fork serves clients nationwide, offering rapid deployment and efficient examination cycles that align with your deal timelines.​

  • Risk Mitigation Strategies. Beyond identifying risks, we provide practical recommendations to mitigate them, supporting your decision-making process and enhancing deal success rates.


Want to Learn More?

Reach out today to discuss how West Fork can help you make informed credit decisions.