OFFERING MEMOS

We specialize in building custom Institutional Quality OM's that refelct the "DEAL". No templates or cookie-cutter plug 'N' plays. Each offering is as unique as the clients we work with. We take the time to undersatnd your direction and build the vehicle to get you there from scratch.  

Not everyone has their ducks in a row when the time to act was yesterday. We provide supplemental up-to-date data aggregation to support and highlight your plans. Market Research is a time consuming endeavor and yesterdays metrics have no bearing on today. Let us do the leg work that strengthens your ideas and goals. 

Even if you can see into the future, you'll still need to prove it to your next investor, client or lender. Our talented, seasoned CPA's are the fortune tellers you need to project the next 10+ years of your project. From Pro-Formas to CapEx costs, you can bet our underwriters will prepare and equip you for whats to come.