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Banker For Grocery Store Chain

Jul 30, 2010

Last week, my client and its Banker met to review the year end financials. The prior year there were issues that I reviewed and provided guidance that was acceptable to the Client and Bank. One year later, the email below was sent to me regarding the the relationship:

"Not a problem. I'm glad that we could put our heads together and figure
out a solution acceptable to all. I had also mentioned to Dan on the way
back that you have done a lot in terms of reigning things in and more
importantly in providing the company with the knowledge base on the
finance side that they desperately needed."


William S. Terraglio, V.P.
Senior Account Rep.
M&T Bank

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