Reviewing the client’s operational and financial information, and conduct a market analysis to provide an accurate value for the client’s senior living asset.

Preparing the client’s senior living community for sale by addressing any necessary repairs, increasing census, stabilizing operations, and updating any necessary paperwork, including financial statements, licenses, certifications, statements of deficiencies, etc.

Gathering and reviewing income statements, and other operational documents needed to create a confidential offering memorandum that highlights the key features, benefits, operations, and potential future performance of the client’s senior living facility.

Developing a comprehensive marketing strategy to confidentially present the client’s senior living community to qualified buyers through a variety of channels, which may include but are not limited to direct mailings or emails, and our website. The client’s property is never identified in any of our advertising unless the client requests and approves such identification. We limit physical showings of our client’s property to help reduce the potential disruption to residents and staff.  This helps maintain confidentiality and prevents your staff and residents from suspecting or learning of a potential sale.

Carefully reviewing all offers by comparing the terms including purchase price, closing date and any contingencies, we help identify the offer that presents the most profitable outcome for our clients.  If an offer doesn’t present the desired results for our clients, we work closely with the buyer to discuss issues or concerns and re-negotiate terms that are mutually beneficial for both parties.

Assisting in providing the buyer with the financial, operational, and regulatory aspects of the client’s property and business. This may include reviewing financial statements, occupancy levels, staffing, vital operational metrics, as well as assessing any potential regulatory issues.

Finalizing details of the disposition. This may include providing guidance on transferring ownership of the property, transferring outstanding debts and liabilities, and assisting in completing all necessary paperwork, if needed. It may also include guidance with obtaining any necessary regulatory approvals and making any remaining payments or transfers of assets. We also streamline communication between our client, the buyers, attorneys, and escrow companies to ensure a smooth and successful transaction.

Confidentially keeping all parties informed throughout the transaction, including the client, the buyer, any investors or shareholders, employees, residents, and regulators, etc.