Underwriting and feasibility for boutique hospitality
Two focused engagements, each built around a decision you need to make. Both model the real estate and the operating business together, because that is where most small hospitality deals are won or lost.
Deal Feasibility Sprint
For investors and owners weighing an acquisition, expansion, renovation, or new guest offering.
Questions it answers
- Can the operating business support the purchase price and the financing?
- Which improvements or new offerings are worth funding, and in what order?
- What has to be true for the deal to work, and how realistic is that?
What you get
- An integrated model of the property and the operating business
- Base, upside, and downside scenarios with the key sensitivities
- Sources and uses, and a check on how much debt the deal can carry
- A one-page decision memo and a walkthrough call
Typical timeline: two to three weeks
Capital & Operations Plan
For operators of inns, retreats, and nature-based hospitality businesses who need new capital and a stronger business to justify it.
Questions it answers
- Where is margin leaking, and which revenue streams are pulling their weight?
- Where can revenue realistically grow, and what will it cost to get there?
- How much capital do you need, for what, and what will investors or lenders believe?
What you get
- Rebuilt historical and forward financials, by revenue stream
- A review of costs and operations, with opportunities ranked by impact
- A capital plan: how much, what it funds, and how it could be structured
- Investor- or lender-ready materials built on numbers that hold up
Typical timeline: four to eight weeks, with the option to continue as your fractional finance lead
How it works
A 30-minute conversation about the specific property decision in front of you.
A short proposal with the questions, deliverables, timeline, and fee.
Data request, model build, and a working review together.
Final model, memo, and a walkthrough so you can act on it.
Have a different kind of project?
Not every deal fits a package. I also take on standalone underwriting and pro formas, capital stack and partner terms, investor materials, and fractional finance support. Tell me what you’re working on and we’ll scope what makes sense.