Outsourced CFO & Owner Advisory
A financial partner in the room for every big decision.
- RevPAR
- Tracked against your comp set
- 13-week
- Cash-flow forecasting
- Deal-ready
- Lender & investor packages
The overview
Growing hotel owners hit a point where bookkeeping isn't enough—you need someone who reads a STAR report, models a refinance, and tells you whether the next acquisition pencils.
Our advisory service gives you that: monthly KPI dashboards (RevPAR, ADR, occupancy, GOP, flow-through), rolling budgets, and cash-flow forecasting that keep you ahead of debt-service and franchisor obligations.
When it's time for a brand-mandated PIP, a refinance, or your next deal, we build the model, manage the lender package, and sit at the table with you.
What's included
- Monthly KPI dashboard: RevPAR, ADR, occupancy, GOP, flow-through
- Annual budgeting and rolling cash-flow forecasts
- Debt-service coverage and loan-covenant monitoring
- PIP capital planning and financing strategy
- Acquisition underwriting and refinance lender packages
- STR / STAR report benchmarking against your comp set
Common questions
I don't need a full-time CFO. Is this overkill?
That's exactly who this is for. You get senior financial strategy on a fractional basis—engaged monthly or around specific events like a PIP, refinance, or acquisition.
Can you help me underwrite my next acquisition?
Yes. We build the underwriting model, stress-test the assumptions, and prepare the lender and investor package so you can move quickly and credibly.
Ready to talk cfo & advisory?
Book a free, no-pressure consultation. We'll review your properties, flag the biggest tax and cash-flow opportunities, and send a clear proposal.