Financial Planning
Senior Living
We can assist you with financial planning for a new development, expansion or debt restructuring with the preparation of baseline financial models, operating budgets and financial projections. Experienced in taxable and tax-exempt financing vehicles, we can provide you with an objective analysis of your financing alternatives.
We have developed a forecast model to evaluate the level of debt an organization can incur and still meet its financial goals and obligations. We assemble five-year forecasted financial statements based on management’s assumptions then compare the financial performance of the organization to the financial ratios of several bond rating agencies, including Moody’s and Standard & Poor’s.
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