Written findings brief
Identifies key assumptions, practical risks, and information gaps connected to the opportunity.
For commercial owners and operators
UNDERSTAND THE DEAL BEFORE YOU COMMIT.
Evaluating a property or partnership? We help examine the assumptions, identify missing information, and clarify the next decision.
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Commercial Opportunity Review
Clarity before your next commitment.
For commercial owners, operators, and prospective partners. Every inquiry starts with a fit and scope conversation, then the review stays anchored to the decision you need to make next.
Diligence questions and next steps
Prioritizes what to ask for, clarify, or decide before moving forward.
Review conversation
Walk through the findings and discuss whether to proceed, pause, narrow scope, or gather more information.
Includes the written findings brief, prioritized diligence questions, and review conversation. Scope and timing
are confirmed before work begins. Specialist reports and additional
services are scoped separately.
How The Review Works
A practical sequence before you commit.
We use the information available, separate assumptions from support, and keep the output tied to the next commercial decision.
- Confirm fit and scope Clarify the opportunity, the decision you face, and what information is already available.
- Review assumptions Pressure-test income, cost, timing, diligence gaps, capital needs, and partner responsibilities.
- Clarify the next decision Identify whether to proceed, pause, narrow scope, request diligence, or bring in partners.
Partnerships
Let's discuss a joint venture.
Partnership discussions stay separate from general consulting requests. The early work is fit: roles, decision rights, shared risk, and the diligence needed before anyone moves forward.
Explore a partnership- Fit screen Confirm the asset, roles, relationship, and reason for the joint venture.
- Diligence map Identify assumptions, constraints, missing diligence, and decision rights.
- Next-step agreement Decide whether to proceed, pause, narrow scope, or redirect the conversation.
People
Who you'll work with.
Initial conversations and written reviews are led by Michael Oakes and Paul Rodriguez.
Veterans Choice Investments
External Partners
Jake Curtis
Owner, Mid Atlantic Home Solutions
Owner, United Capital Team
Contact
Let's talk about your next project.
Start with a Project Fit Conversation before a broader scope is agreed.
What should I share?
The opportunity, the decision you face, and the information already available.
What happens next?
We discuss fit first. If there is a fit, the next step is to agree on scope before work begins.