Insights & Perspectives

Considered writing on the financial questions that matter.

Short essays on stewardship, governance, and the strategic finance decisions facing clubs, hospitality businesses, and growing companies.

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Fractional CFO for Investor-Owned Hospitality Assets: What Funds and Family Offices Need

How private equity funds, family offices and investment groups use a fractional CFO to oversee clubs, hotels and resorts: reporting, controls and value.

November 20262 min read

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Buying an Assisted Living Community: The Financial Due Diligence Checklist

Financial due diligence for buying an assisted living or memory care community: census quality, rates, labor, survey history, capex and quality of earnings.

November 20262 min read

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