OUR CORE SERVICES
Our engagement services are developed in careful consultation with our clients and are ideally aligned with identified needs and objectives. We strive to leverage the maximum utilization of existing client resources though our collaborative engagement influence.
Our Financial Advisory Services are customized to support and achieve our engagement objectives. Focused on opportunities for performance improvement, we support strengthening financial management practices and fostering progressive systems and program development.
Following are among the key objectives of our Financial Advisory Services.
- Timeliness and Integrity of Financial & Operational Reporting
- Early Detection of Financial & Operating Trends
- Key Factor Reporting of Financial Position & Results of Operations
- Industry Benchmarking of Financial & Operating Metrics
- Development and Implementation of Performance Improvement Initiatives
- Conceive Strategic Business Opportunities
Our Capital Formation Services embody our recognition that demonstrated operating performance coupled with management competencies are key drivers for capital access. We offer the industry insight and experience qualifications to support and achieve successful outcomes. Our project leadership and involvement extends to all phases of the underwriting process with emphasis in supporting the following key areas:
- Strategic Business Planning Process
- Management Structure & Effectiveness
- Financial & Operational Reporting
- Operations Assessment & Performance Improvement
- Marketing & Financial Feasibility Reporting
- Property Development Services
- Asset Management & Oversight Reporting
Our Property Development Services routinely evolve from our Strategic Business Assessment where we identify an opportunity or need involving a property initiative. Following are among the key objectives of our customized Property Development Services,
- Leverage Existing Asset Interests
- Identify Opportunities for New Property Initiatives
- Conceive Operating, Capital & Development Plans
- Support Marketing & Feasibility Processes
- Secure All Entitlement Approvals
- Source & Secure Capital Needs
- Engage & Support Full Scope Development Resources
- Facilitate Project Execution
Digital Presence Mangement (DPM)
As Business and Financial Advisors specializing in the Senior Living Industry, we recognize that quality care delivery is a full-time pursuit leaving little room for focus on design, technology and inbound marketing activities. We also recognize the growing importance of first impressions online for prospective residents, staff, and families – together with lender and investor relations – and have developed a suite of services to support and supplement your team and their digital presence management (DPM) practices.