Financial Planning

At Sawgrass Partners, we work with all types of senior living organizations including long-term care, assisted living, memory care, independent living, stand-alone communities and multi-site organizations. We develop comprehensive financial models that provide you the opportunity to evaluate the financial implications of your plans and help you:

  • Identify profitable programs and services
  • Evaluate alternative courses of action
  • Establish appropriate financial targets and goals
  • Determine realistic operating and financing assumptions
  • Identify and assess relevant risk factors

Throughout our financial advisory services, we advise and advocate on behalf of your organization. We can assist in evaluating financing alternatives and negotiating favorable financing terms and we work with your financing team to secure financing for projects.

Financial Forecasting and Projections

  • Debt capacity analysis
  • Determine financial impact of strategic initiatives
  • Multiple-year financial projections including detailed assumptions and financial statements
  • Utilized to determine financial feasibility of:
    – introducing new programs or services
    – eliminating existing programs
    – implementing operational changes
    – expanding or developing new campuses

Project Planner

  • Uses key project assumption to conduct a high-level analysis of project “feasibility”
  • Calculates key financial ratios in first year of stabilized occupancy
  • Allows alternative project concepts to be analyzed on a “real-time” basis

Apples to Apples Pricing Analysis
Apples to Apples compares a community’s pricing to that of its competitors; on an “apples-to-apples” basis.

  • How your pricing compares by unit size/type to your competition?
  • What is the “lifetime cost” of stay for a resident as compared to competitive communities based on the actual services/benefits offered?
  • Do you compare favorably and are you able to create a selling advantage? 
  • How can this Apples to Apples analysis help educate consumers and staff about the real value of lifetime costs in YOUR community?