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 how to strengthen it in order to attract the right financial partner.
- We help streamline the financing process, which can reduce the timeline and the related stress.
How our Pre-Transaction Planning makes a difference:
- Discuss steps that can be taken to seek a ratings upgrade.
- Uncover lower cost financing structures that might otherwise be overlooked.
- Strive to compress the timeline of refinancing opportunities that can generate incremental savings over the base case.
- Identify advantageous lease/purchase arrangements to meet a client’s growth needs by providing debt-capacity analysis and financial feasibility assessment based on growth plans, space needs, revenue and expense models, and balance sheet projections.
- Help bring together the right team of advisors to accomplish tasks, like a relocation, more quickly.
- Help develop balance sheet targets and assess steps needed to help clients position for a future financing.