Company Representatives
Katie Martinez
Director of Business Development
(239) 287-2269
E-Mail
Paul Epstein
Founder & Managing Partner
(813) 226-2800
E-Mail
George Helock
Managing Director – Denver
(609) 955-0094
E-Mail
Industry Memberships and Accreditations
National Association of Certified Valuators and Analysts, NAGGL – National Association of Government Guaranteed Lenders, FLAGGL – Florida Association of Government Guaranteed Lenders, Secured Finance Network, ACG – Association for Corporate Growth, TMA – Turnaround Management Association
Scope of Services
The LCG Lenders Services Group services include collateral examinations, quality of earnings reviews, business valuations, loan portfolio reviews, corporate and personal background investigations, and loan workout assistance. Our diverse team of professionals has extensive experience in most areas of finance including audit, commercial credit, loan underwriting, public accounting, workout management, business operations, and private equity.
LCG’s Lenders Services are unique due to the comprehensive nature of our services. We provide our clients with detailed insight into transaction risk and support across a multitude of channels.
Mission Statement
Our mission is to provide superior transaction advisory services with our client’s best interests as priority by creating a culture that inspires excellence through teamwork.
We provide SBA 7(a) compliant valuation reports for lenders nationwide. We provide the reports within a quick turnaround time at a market competitive rate. What sets us apart from our clients is our simple engagement process and willingness to work with our clients and their borrowers. Our esteemed team consists of Certified Public Accountants (CPA) who hold Accreditation in Business Valuation (ABV) or Certified Valuation Analysts (CVA).
