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LCG Advisors

LCG Advisors


Company Representatives

Katie Martinez
Director of Business Development
(239) 287-2269

Paul Epstein
Founder & Managing Partner
(813) 226-2800

George Helock
Managing Director – Denver
(609) 955-0094


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).