Retirement Housing Business Plans & Capital Funding Proposals

The required documents Rainmaker must have access to in order to create a germane strategic business plan include the following:

• Market Feasibility Study.  The document must address all business unit routine and ancillary revenue streams for the project/business for a 5-year forecast period.  The project/business occupancy or lease-up rates must be fully delineated in the conclusions of the document.  The operating requirements of the resulting project/business must be clearly delineated together with the required assets for the business, complete characterization of the assets in terms of the size, intended use, costs and terms, and operating expenses.  If you don't have a market feasibility, click here for a quick primer on market studies.

• Pro Forma Financial Presentation.  A complete pro forma financial presentation (or financial feasibility study, as the case may be) for a 5-year forecast period that uses the calendar month as the baseline accounting period for all schedules.  The pro forma financial presentation is an essential element presented in the plan.  If you don't have a pro forma financial presentation, then click here for a quick primer on pro forma financial presentations.

• Owner's Program.  We need to know what your goals, expectations and requirements are regarding your project (or business, as the case may be).  We do not require the document if it hasn't been drafted, as an oral discussion will suffice.  We mention it because many companies start with the Owner's Program document as the basis of the entirety of the proposed project or business.  This is a great way to manage a business and keep accountability and productivity focused on your business goals.