Our Process
How Are Needs Balanced Against Resources?
Develop a Strategic Financial Plan
- Evalulate capital needs and investment goals
- Examine effects on strategy and reimbursement
- Develop business plans
- Access debt capacity and restructuring opportunities
- Identify funding sources
How Do We Get It Done?
Implement Funding Alternatives
- Assemble financing team
- Develop work plan and timeline
- Secure internal and external approvals
- Negotiate funding structure and documentation
- Coordinate the closing
What Happens Next?
Manage Post-Closing Requirements
- Manage loan proceeds and monitor project costs
- Record the loan transaction
- Comply with loan and tax covenants
- Provide required disclosure
- Maintain investor and lender relationships