Business Investment Underwriting
I support investors seeking to acquire privately-held businesses—whether through full buyouts, partial equity stakes, or strategic add-ons—by providing guidance on investment value, exit strategies, deal structure, profitability, and risk assessment. My role includes evaluating synergies, modeling pro forma cash flows, identifying key value drivers, and analyzing both operational and financial risks to ensure informed acquisition decisions and optimal transaction outcomes.
Report Template
I offer technical report writing services tailored to your specific needs—templates created in Word or Adobe FrameMaker that can be quickly updated with new scenerios as well as seemlessly integrate exhibits from the sort of models listed on this page.
Budgeting
I have experience developing annual operating forecasts for real estate portfolio owners for internal management or to meet lending requirements. I also have experience developing forecasts for various business ventures (e.g., restaurant, liquor store, convenience store, medicinal hemp processor, and mass-market retailer).
Business Intelligence (BI) Dashboard
BI is the process of extracting, analyzing, and presenting actionable information for companies so that informed decisions can be made to improve processes and budget capital. Utilizing MS Power BI, I can create an automated dashboard that will help you to enhance operational efficiency, identify growth opportunities, and gain a competitive advantage in the marketplace.
Development/Pricing Analysis
I have experience crafting models for use in real estate (e.g., multifamily, hotel, self-storage, and c-store), telecom, solar farms, medicinal hemp farms, and limited-service restaurant development projects that can include IRR waterfalls and other complex promotes.
Loan Amortization
I can create a complex schedule/table to properly amortize any debt structure following any day count convention, including associated derivative products (e.g., caps, floors, and swaps) used in the market today.
Real Estate Strategic Analysis
I can design a comprehensive multi-tab model along with an integrated report template that conducts a proper financial analysis, market & competitive analysis, location & site analysis, and political & legal analysis.
Real Estate Portfolio Refinance Analysis
While sourcing differing loan products and any associated derivatives, it’s important to understand the comparative IRR, NPV, capital accumulation, and portfolio value-creation considerations of the refinance decision. I can design a model tailored to your current and future financing needs.
Capital Rotation Analysis
This tool would assist you with determining how to maximize total returns by comparing the projections from reinvestment opportunities to the expected return of holding an existing asset or portfolio of assets.
Real Estate Portfolio Valuation Forecasting
Imagine a model that houses salient operational data paired with in-place debt. By importing trailing property financials and inputting future operating assumptions & market forecasts, the model can project future individual property and portfolio equity estimates.
Lease Compliance Tracker
If you have the need to easily monitor and track tenants’ adherence to lease covenants as well as trend their overall financial performance, I can create such a model.
Revenue Recognition
I can create a dynamic, secure model (with sufficient accounting controls) capable of generating and summarizing lease amortization schedules that contemplate any desired contract term.
Quiz Application
Often organizations have staff with educational development needs. Employees may be required or incentivized to receive industry licensure or certification. I can create custom quiz applications in Access with question banks that can be easily updated in perpetuity.
Testimonials
What sets Tommy apart is that he listens extraordinarily well. His financial models exceed expectations as he asks for feedback at opportune times during the design process and makes recommendations that compliment the original request.