Expand Your Client Offering. Keep the Relationship.
Partner with SPE Specialists to provide independent directors, independent managers, and springing members when lender requirements call for bankruptcy-remote governance.
When Your Client Needs an Independent Director, Where Do You Send Them?
Your clients may come to you for entity formation, registered agent services, legal work, closing support, or other transaction services. But when the lender requires an independent director, independent manager, or springing member, you may have to refer that portion of the transaction elsewhere.
The problem is that many of the largest providers also offer services that overlap directly with yours.
A referral shouldn’t mean handing over the client relationship.
INDEPENDENT DIRECTORS AND MANAGER
Independent decision-makers for bankruptcy-remote SPE structures when required by loan documents or organizational documents.
SPRINGING MEMBER
Springing member appointments designed to support continuity of the SPE under specified circumstances.
Partnership Benefits
Expand Your Client Offering
Give clients a more complete transaction solution without building a new service line, hiring additional personnel, or assuming additional operational responsibility.
Protect Your Client Relationships
Keep your firm at the center of the relationship rather than sending clients to a provider that may compete for the rest of their business.
Create Incremental Revenue
Add a complementary referral revenue stream without additional headcount, infrastructure, or service-delivery requirements.
How The Partnership Works
Identify the Need
A lender or transaction document requires an independent director, independent manager, or springing member.
We Handle the Governance Requirement
Our team coordinates directly with the appropriate parties, reviews the governing-document language, and provides the required independent governance service.
Introduce SPE Specialists
Send us the client, term sheet, lender requirements, or organizational documents.
You Maintain the Relationship
We stay within our lane while your organization continues providing its core services.
Let’s Work Together
Get in touch so we can start working together.