Advisory work for serious buyers & investors.

Bring one active deal. We walk through the numbers, the risk, and realistic funding paths — live, in 60–90 minutes.

• Whether the deal is fundable, and for how much
• Likely lender types and terms
• Your next 3–5 action steps

Best for: buyers with a specific deal who want a second opinion before committing.

A written narrative that explains how your deal works, where the risk sits, and how to frame it for a lender.

• Executive summary & deal mechanics
• Performance discussion, risks & mitigations
• Hold or exit logic

Best for: buyers or sellers who need the story behind the numbers told clearly.

A clean, organized, lender-ready file that reduces friction and back-and-forth during underwriting.

• Executive deal summary & income/expense recap
• Funding request explanation
• Organized document structure

Best for: buyers under contract or sellers preparing a deal for market.

Define a focused buy box and a realistic lender map so you stop submitting deals that were never going to close.

• Defined buy box & risk tolerance framework
• Lender category map
• Deal screening checklist

Best for: buyers, not yet in a specific deal, who want a repeatable process.