1. 6709 West 119th
*Suite 443
Overland Park, KS 66209-2013
www.Ihorsellc.com
ASSESSMENT-A MAYO CLINIC PHYSICAL OF YOUR TARGET ENTERPRISE
THE SITUATION:
 New Loan Prospect, Renewal Decision, Refinancing Opportunity
 Covenant Violation/Default
 Credit File/Administrative Review
THE NEED:
 Term Sheet and/or Commitment Letter
 Terms, Conditions, Pricing, Advance Rates & Structure, Guarantees
 Forbearance Terms/Agreement
 Enterprise Going Concern and Orderly Liquidation Range of Value Indications
 Debt Service Capability
THE IRONHORSE ASSESSMENT SOLUTION:
 Core Business Viability
 Refi Alternatives/Prospects
 Collateral Quality
 Improvement Initiatives
 Cost Reduction, Margin Improvement, Profitability Enhancement Alternatives
 Executive & Management Process Capability
 Dependency & Concentration Analysis
 Related Party Research, Public Records, Background Research; Due to/from Analysis
 Accounting/Reporting Capability & Control Environment
 Proprietary Diagnostic Template Modeling:
 Volatility & Variance Investigation
 Trended Analytics:
 Profitability, Liquidity, Leverage, Solvency
 Range of Value Indicators
 Working Capital Quality & Velocity
 Break-Even , Degree of Operating Leverage, Margin of Safety
 Simulated Borrowing Base
 13-Week Cash Forecasting/Management Model Development
 Identification of CFO Outsourcing Priorities, Imperatives, Engagement Foundation
THE TIMEFRAME:
 Typically, 3-5 Weeks
 Staffing:
o In-Charge Principal: $ 185- $ 215 per hour
o Associate ( ½ time): $ 135-$ 165 per hour

2. 6709 West 119th
*Suite 443
Overland Park, KS 66209-2013
www.Ihorsellc.com
CFO OUTSOURCING
THE IRONHORSE ADVANTAGE:
 Outstanding, Experienced, Tested and Talented Team
 Credentialed-Four CPA’s with Big Six, Fortune 1000, Mid and Small Market Private Industry Backgrounds
 Depth and Breadth of Industry Expertise:
o Manufacturing & Distribution
o Skin Care
o Retail
o Construction & Building Materials
o Electrical Contracting
o Energy
o Commercial Finance
o Printing
o Food Processing
o Heavy-Duty Equipment
o Hotel & Hospitality
o Trucking & Transportation
o Automotive Aftermarket
 Ultra-lean and Responsive
SERVICE OFFERING:
 Full-Range and Complementary:
o QuickBooks Experts
o Great Plains, Peachtree, Lawson and Many Other Platforms
o Monthly, Quarterly and More Often as Needed
o Account Reconciliations
o Closing Oversight & General Ledger Review
o Financials
o Primary Creditor Interface
o Client and Creditor Review Meetings
 Financial Management:
o IronHorse Proprietary Diagnostic Analytics & Analysis of Results
o Treasury and Cash Management
o Loan Covenant Compliance Monitoring
o Borrowing Base Report
o Corporate Finance Activities
o Capital Sourcing
 Customizable Solutions
 Highly Competitive & Flexible Service/Fee Structures