SJ Advisors wants you and your project to succeed. Early involvement enables us to get to know you and your unique circumstances. Pre-Transaction Planning empowers us to advocate for you from the beginning, laying the foundation for a strong relationship and outstanding results.
Having the right team in place — sometimes even years in advance — allows for a smooth, robust process that leads to successful outcomes:
- We act as a catalyst, accelerating your project timeline. If your project has been postponed, we can help move it forward.
- We help you identify and understand financing sources, market rates, and the pros and cons of available options, including some that are often overlooked.
- We uncover challenges early, leaving more time to address them.
- We help you understand your position with respect to a future financing and strengthen it in order to attract the right financial partner.
- We use a proven process that minimizes delays, restarts, and stress.
How our Pre-Transaction Planning makes a difference:
- Positioned a client to receive a ratings upgrade.
- Uncovered a lower cost financing structure that had been precluded during prior planning.
- Compressed the timeline of a refinancing opportunity by several months, generating substantial incremental savings on top of the base case refunding.
- Identified the best lease / purchase arrangement to meet a client’s growth needs by providing a debt-capacity analysis and financial feasibility assessment based on growth plans, space needs, revenue and expense models, and balance sheet projections.
- Brought together the right team of advisors to accomplish a major relocation one year earlier than planned.
- Developed balance sheet targets and assessed the steps needed to help a client position itself for a future financing to support its growth trajectory.