SEVEN SERVICELINES.
Each service is built on operator experience — the kind of financial precision and market knowledge that only comes from managing hotels, not just brokering them.
Strategic Consulting
Operational, financial, and strategic advisory for hotel owners. We bring CFO-level rigor to your P&L, staffing model, revenue strategy, and capital planning.
Current hotel owners seeking operational and financial improvement.
What's Included
- check_circleP&L analysis and profitability optimization
- check_circleStaffing model review and labor cost analysis
- check_circleRevenue management strategy
- check_circleCapital expenditure planning and ROI modeling
- check_circleFranchise vs. independent positioning analysis
Hotel Valuations
Institutional-grade Broker's Opinion of Value. We analyze STR data, trailing-12 financials, Florida market comps, and cap rate trends to determine your property's true market value.
Owners curious about their hotel's worth — whether selling now, later, or refinancing.
What's Included
- check_circleTrailing-12 financial performance analysis
- check_circleSTR competitive set benchmarking
- check_circleCap rate analysis by Florida sub-market
- check_circleIncome approach, sales comparison, and cost approach
- check_circleFormal BOV report with market narrative
Exit Planning
Strategic positioning to maximize your exit outcome. We help you time the market, structure for tax efficiency, prioritize capital improvements, and build the narrative that attracts premium buyers — anchored by our 24-Month Preparation Playbook.
Owners considering selling their hotel within the next 1–3 years who want to maximize proceeds through disciplined preparation.
What's Included
- check_circleSell / Hold / Refinance decision framework
- check_circle24-month sale preparation roadmap (financial cleanup → pre-sale staging)
- check_circleOptimal exit timing and market cycle analysis
- check_circleTax structuring and 1031 exchange planning
- check_circlePre-sale capital improvement prioritization and ROI modeling
- check_circleBuyer persona targeting and positioning strategy
- check_circleTransition planning and management continuity
Sell-Side Advisory
Full representation from confidential information memorandum (CIM) preparation and buyer outreach to LOI negotiation, due diligence management, and closing coordination.
Owners ready to sell their hotel and seeking full advisory representation.
What's Included
- check_circleCIM preparation and marketing materials
- check_circleConfidential buyer outreach and qualification
- check_circleLOI and purchase agreement negotiation
- check_circleDue diligence coordination and data room management
- check_circleClosing logistics and ownership transition support
Buy-Side Advisory
Sourcing off-market opportunities, underwriting acquisitions, coordinating due diligence, and negotiating purchase terms on your behalf.
Investors and operators looking to acquire Florida hotel assets.
What's Included
- check_circleOff-market deal sourcing across Florida
- check_circleAcquisition underwriting and financial modeling
- check_circleDue diligence coordination (PIP, environmental, title)
- check_circlePurchase agreement negotiation
- check_circlePost-acquisition integration advisory
Financial Infrastructure & CFO Advisory
Fractional CFO engagement that builds the financial foundation your hotel needs — USALI-compliant reporting, integrated accounting systems, 13-week cash flow forecasting, and the management dashboards that drive real decisions.
Hotel owners who lack CFO-grade financial infrastructure and need operator-grade reporting before a sale, refinance, or growth initiative.
What's Included
- check_circleFractional CFO engagement (monthly retainer, project, or interim)
- check_circleUSALI 12th Edition compliance and account restructuring
- check_circleAccounting software integration and chart of accounts setup
- check_circle13-week rolling cash flow forecast and seasonal planning
- check_circleDaily/weekly/monthly management reporting package design
- check_circleFinancial dashboard build and KPI tracking system
AI Integration & Technology Advisory
A structured roadmap for deploying AI where it actually moves the needle — revenue management systems, labor scheduling, housekeeping optimization, energy management, and predictive maintenance — without the hype.
Boutique hotel owners ready to leverage AI for cost reduction and revenue growth but unsure where to start or which tools are worth the investment.
What's Included
- check_circleAI readiness assessment (technology, organizational, strategic)
- check_circleRevenue management AI system selection and implementation
- check_circleLabor scheduling and housekeeping optimization AI deployment
- check_circleEnergy management and predictive maintenance AI
- check_circle12-month AI roadmap (Assess → Prioritize → Pilot → Scale)
- check_circleROI measurement framework and ongoing optimization