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CORPORATE-DEBT-MANAGEMENT5 MIN READ

Dialogue: Pre-Brief a Lender on Covenant Headroom

Use BATNA-aware language to pre-brief a lender on covenant headroom.

Marisol MA Bank Relationship Director 01 Open 02 Evidence 03 Ask path The moment 20 sec Call setup Marisol opens with, "I saw your quarter was softer. Should we be worried about covenant compliance?" The first answer sets whether this becomes a trust-building discussion or a defensive one. 0.18x base-case headroom $9M receipt timing driver

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