A recent Secured Research report paints a troubling picture. Only 17% of equipment finance firms conduct consistent Quarterly Business Reviews (QBRs) with their equipment sellers, while a striking 66% of sellers report that strategic communication and partnership with their finance providers are either unsatisfactory or very unsatisfactory. This disconnect represents not just a missed opportunity but a strategic liability. Better QBRs—structured, data-driven, and collaborative—offer a powerful antidote, fostering alignment, trust, and profitability. This article makes the business case for disciplined QBRs and provides best practices to transform these reviews into a catalyst for stronger vendor finance relationships.

The Business Case for Disciplined QBRs