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Consulting Services


Using our experience and expertise in providing solutions for our clients:

Operational Reviews / Best Practices

RMG Financial has significant experience in credit risk management, and we offer a first-hand understanding of industry standards and practices. We provide objective third-party evaluations of company policies, procedures, systems and documentation. We have helped many of our clients establish or reassess their policies and procedures.

Compliance Reviews

We can perform a compliance review of your policies and operations at roughly half of what it would cost to use a larger firm. Our staff includes CPA's, and we bring expertise from both within the industry and from major consulting firms.

Credit Policy Development and Implementation

We have helped many of our clients to develop or re-examine their credit policies in relation to their changing operational environments. All policies should be re-examined from time to time. We deliver our industry experience to help our clients develop and implement up-to-date policies at a much lower cost than an external audit or major consulting firm.


Some of our clients have found it advantageous and cost effective to outsource some or all of their credit functions. For these clients, we provide professional credit risk management tailored to each client's specific needs. We can provide professional staffing to develop and maintain credit reporting, collateral management, evaluations of structured products, and contract negotiation support. We maintain a strong connection to the energy industry's credit community through our various affiliations, and we leverage this connection for our client's benefit.

Research and Project Support

We provide other financial research in response to specific client requests such as vendor or project evaluation. Whatever your project, we can tailor a solution to fit your situation.

Education Seminars and Workshops

Whether you have new staff or seasoned credit professionals, we can tailor an educational seminar for your specific needs, covering financial statement review and analysis, creditworthiness evaluation, credit exposure mitigation, contract issues and other topics relating to credit risk management and financial analysis.  Our workshops on financial analysis include case studies and highlight footnote analysis, and what to look for in evaluating the creditworthiness of various company types that transact in the energy markets.

Contract Negotiation Support

We have significant experience in helping clients negotiate the credit terms for their ISDA, EEI, WSPP and NAESB contracts, netting agreements, margining agreements, guarantees, letters of credit and other documents.  We offer a full complement of credit support to your company's credit and legal departments to support negotiations of credit terms.

Systems Evaluation, Installations and Conversions We can assist in evaluating your system requirements, help to draft RFP's and evaluate vendor responses and products.  The implementation of a new credit system can be extraordinarily daunting and time-consuming for your company staff.  We can help you to install or convert to a new credit system and use our experience to work with you to bring your credit systems online.