Clear, structured, and efficient. Two service lines, each with a defined process designed to get you from first call to finished deliverable or closed deal as quickly as possible.
Five steps from consultation to delivery. Most engagements are completed within 24 to 48 hours of the discovery call.
Complimentary introductory call. We discuss your project, determine if it is the right fit, and provide a quote and verbal proposal on the call. No pressure. No obligation. If we are not the right fit, we will tell you.
If you decide to move forward, we send an engagement letter outlining scope, deliverables, timeline, and pricing. Work begins after the letter is signed and retainer is received.
Deep dive into the specifics after the engagement is locked in. We review all materials you have provided, clarify assumptions, align on deliverable format, and confirm timeline. This is where the real work starts.
We build the model or deliverable. Every piece of analysis is custom built for your specific asset, deal structure, and decision. Most work is completed within 24 to 48 hours. Complex models may take up to one to two weeks in rare cases.
We deliver the final product, walk you through the analysis, explain the methodology and assumptions, and make any adjustments needed. You leave with a polished, institutional quality deliverable ready for use.
Five steps from discovery to close. We stay involved from the first call through funding.
We discuss the deal, the borrower's profile, and what you are trying to accomplish. We give you an honest assessment of what the market will offer and whether the deal is financeable.
We review the loan package: financials, rent roll, operating statements, borrower resume, property condition, and any other deal materials. We identify anything that needs to be addressed before going to market.
Not every deal is financeable. We give you a straight answer on whether the deal works, what adjustments might improve the outcome, and what realistic terms look like. If it does not work, we tell you why and what needs to change.
We package the deal and present it to our lender network: banks, credit unions, CMBS, life companies, debt funds, agency, and private lenders. We solicit term sheets and negotiate on your behalf to get the best available terms.
We help you evaluate competing term sheets, negotiate final terms, coordinate with counsel, and manage the lender relationship through closing. We stay involved until the deal funds.
Pricing depends on scope and complexity. We provide a quote during the complimentary consultation call so you know exactly what to expect before committing.
Straightforward projects receive flat fee quotes. Complex or evolving engagements are billed hourly. Either way, there are no surprises. We scope it clearly and deliver what we promise.
Debt brokerage fees are discussed during the initial consultation and depend on loan size, complexity, and deal structure. We are transparent about compensation from the start.
Schedule a complimentary consultation. No pressure, no obligation.
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