Borrower Financial Monitoring

Annual Financial Reviews: Collecting and analyzing borrower financial statements to monitor business health.

Business help you can depend on.

Business help you can trust.

TESTIMONIALS

Recent Projects

Retail - SBA 504

$5,500,000 Revenue
New York, US
New Commercial
Building Purchase
$1,200,000 Purchase Price

MashIt
Technology - General Consulting

General Consulting
$1,500,000 Revenue
Great Britain, UK
Venture Capital Business Analytics

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Food Services - SBA 504

$650,000 Revenue
Massachusetts, US
New Commercial
Building Purchase
$1,900,000 Loan RequestWrite your caption here

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Franchise - SBA 504

$2,200,000 Revenue
Connecticut, US
New Commercial
Building Purchase
$1,500,000 Loan Request

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Services Industry - General Consulting

$1,000,000 Revenue
New York, US
+30% Growth in first year

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Day Care - SBA 504

Start-Up
New Hampshire, US
New Commercial
Building Purchase
$1,300,000 Purchase Price

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Industrial - SBA 504

$900,000 Revenue
Connecticut US
Building Purchase
$1,400,000 Purchase Price

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Medical Clinic - SBA 504

New Connecticut, US
Purchase of existing
$10,300,000 Purchase Price

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Real Estate Investment - Underwriting, Negotiation, Closing

Massachusetts, US
Purchase of existing
Real Estate
$6,700,000 Purchase Price

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Mission Statement

At Morrissey Metcalfe and Associates, we specialize in providing expert underwriting and servicing solutions to lending companies, while also empowering their small-to-medium business clients to achieve financial success. We also work closely with small-to-medium businesses to help them reach their full potential and become the best versions of themselves. We strive to be a trusted partner for both lending companies and business clients.