Consulting and Advisory

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Where Lending Knowledge Meets Operational Value

Consulting and Advisory Services for Transactional Needs

Whether a transaction is complex, time-sensitive, or high-risk, lenders, financial institutions and businesses need clear insight and experienced guidance. Our consulting and advisory services help clients make informed decisions by combining due diligence, strategy, and deep industry expertise. CRS Advisors is your strategic partner, helping you mitigate risk, navigate uncertainty, and strengthen your position across every lending or investment process stage.

Strategic Support for Lending and Investment Decisions

Our consulting and advisory services are built for large national banks, regional lenders, non-bank asset-based lenders, family offices, private equity, and investment firms. Whether you’re underwriting a middle-market credit facility, reviewing a distressed asset, or acquiring a new portfolio company, we provide practical, tailored advice that supports your financial strategy.

We support clients across a variety of financial events and transactional stages, including:

Quality of Earnings 

Certified Inventory & Equipment Appraisals

Business valuations and forensic accounting

Transactional due diligence

Portfolio analysis and performance reviews

Loan monitoring and restructuring insight

Our specialists deliver reports and findings that go beyond the numbers, empowering your credit, underwriting and executive teams with the context to act decisively.

Experienced Advisors Across Markets and Sectors

Our team brings decades of experience supporting clients across North America and internationally. We deliver consulting and advisory services in all U.S. states where we maintain strategic coverage and provide seamless support across five countries: The United States, China, Malaysia, Mexico, and the United Kingdom.

We support more than 85 institutions annually, including ABL, Middle Market, C&I, Factors, Private Credit, Private Institutions and global investment firms.

Clients value our: 

Ability to scale quickly for high-volume needs 

Deep understanding of complex borrower profiles 

Immediate availability and fast turnaround times 

Cost-effective delivery with premium service standards 

Integrated with Our Core Field Exam and Valuation Services

Our consulting and advisory services are often combined with our other core offerings to provide a more complete perspective. When paired with collateral field exams, business valuation, or forensic analysis, our advisory work ensures lenders have insight from every angle.

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Reduce Risk with Trusted Advisory Experience

We’ve delivered consulting and advisory services to thousands of transactions, from pre-funding diligence to loan workouts and high-stakes acquisitions. Our guidance helps lenders and investors make better choices, faster, and with fewer surprises. Let our team support your next decision with clarity, strategy, and confidence. Contact us today for more details.