Senior Living

Inspired to be confident in decisions that lead to high quality services for residents

Get the right information at the right time for your next financing decision.

Anytime a healthcare organization is considering a significant change, such as new service lines, remodeling or rebuilding, it is crucial to make the right strategic financing decisions. How will you structure the debt? What impact will it have on return on investments? What is the best source of funding? How will it affect your long-term financial viability? By answering these questions to identify sources of capital and credit, strategic financing professionals can help you feel confident in your decisions.


Strategic financing professionals provide the following financial strategy and related services:
Board education

 - Forecasted financial statements

 - Pro forma analysis

 - Debt capacity studies

 - Lease vs. purchase analysis

 - Departmental budget development and training

 - Physician demand modeling

 - Market demand studies

Our healthcare team has in-depth experience working with healthcare organizations nationwide to assist them in making the right strategic financing decisions, as well identifying funding sources. We work closely with you and your board to provide the insight you need to make the wisest decision for your organization. We specialize in working with many types of financing mechanisms, including traditional bond markets, private placements, USDA and HUD guaranteed financings. It’s our goal to provide you the depth of information you need to choose the best financial path for your organization.


Contact us today for assistance in developing your financial strategy.

What inspires you, inspires us. Let’s talk.


Jared R. Heim