Over 25 Years of Service

We are a professional firm with the experience and knowledge needed to provide our clients with a broad range of due diligence and financial business services.

Our Company

Founded in 1996, R&F has earned and maintained a reputation for offering its clients the highest standards of quality, consistency and value making us an industry leader when it comes to asset based lending field examinations and other financial consulting services.

We analyze lines of credit for companies ranging from start-ups to multi-billion dollar sprawling organizations across a wide range of industries.  Some of our specializations include technology, commodity & energy, energy service companies (ESCo) and monthly recurring revenue (MRR).

Our Mission

To provide lenders with highly professional and accurate reporting in a timely and efficient manner.


Our Principles

Our work and staff are guided by established firm principles, policies and procedures that have been built over the last 25 years, which include integrity, honesty, accountability, technical strength, and superior technology. The principles never change, the policies and procedures are continually updated based on lender requests and new technology.


Our Culture

Our company culture encourages productivity, efficiency and teamwork and requires respect for clients, partners, and co-workers.  The result is a group of professionals who take pride in their jobs, accept responsibility and accountability for their work, depend on the collective contributions of the team and continually strive for excellence.

Our People

Our full time staff includes professionals from a variety of different backgrounds and industries, including Asset-Based Lending, Financial Control, Banking, Operations Management, Finance, Auditing, Underwriting and Public Accounting.


R&F has invested in and maintains a strong and strict information security policy to safeguard against unauthorized data access. We have received a satisfactory rating or better from several major banks regarding “Information Technology Security Assessments”.

Our network is protected by an Intrusion Prevention System (IPS) to ensure that our network is not penetrated. Safeguards are formed as a multi layered security approach that covers all physical, virtual and cloud services that we operate. The security standards are in-line with NIST and ISO standards.

Trusted Partner

We meet the security standards and qualifications and are an approved partner for many of the top lenders in the world.

Our diverse client portfolio has grown to include global
money banking corporations, regional and middle
market banks, asset-based lenders, finance companies,
factors, leasing and floor plan lenders, private equity groups and hedge funds.

As a firm, we strive to be a partner to our clients, not just another vendor. Over the years we have developed long-term relationships with our clients and are proud to collaborate with them as well as new ones.

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Convinced ? Well Let’s have a talk then.

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