Services
A pro forma is a story. Diligence is what the building is actually doing on a Tuesday. We read surveys, schedules, census, payor mix and the general ledger the way an operator does, normalize the real run-rate, and size the upside with a timeline — before you commit capital to it.
When communities call us
What the work includes
For lenders
Appraisals and quality-of-earnings reports tell you what a building earned. We tell you what it is actually doing — staffing, survey exposure, referral flow, cash — and what that means for the credit. Our principals are licensed administrators who have run buildings through exactly the situations that end up on a watch list.
Where a loan does go sideways, the same team can step in as interim leadership, operator of record or receiver, so the diagnosis and the fix come from one place.
Our diligence is done by the same operators who take interim seats, which keeps it honest: nobody wants to underwrite a plan they may be asked to deliver. Where the answer is 'do not buy this' or 'not at that price', that is the memo you will get.
Get started
One conversation: what we see, how we would approach it, and exactly what it would involve. Survey and leadership situations receive a same-day response.