Selected work
Representative project work
Examples of transactions and operations work. Names are left out. Investing involves risk, including loss of principal. Past performance does not predict future results.
01Hotel Acquisition Memo
A written acquisition review of a select-service hotel, including operating risks.
Acquisition02Capital Plan for a Hotel Renovation
A renovation budget and financing plan for a border-market hotel.
Capital03Quarterly Investor Report
A standard quarterly report format with variance notes and bank reconciliations.
Reporting04Operating Business Valuation
A valuation and sale-readiness review for a family-owned operating business.
Valuation