Funding Secured For A Multi-Site Expansion
Healthcare services group
- 1st approach
- approved after two prior declines
- 3 sites
- funded in a single facility
- Zero
- further information requests
The challenge
A care provider wanted to open three additional sites but had been declined by two lenders. The business was sound; the application was not. The plan and the forecast disagreed with each other, and management accounts took weeks to produce.
What we did
We rebuilt the forecast as an assumption-driven three-way model, reconciled it against the plan and the filed accounts, and stress-tested it against occupancy and staffing cost scenarios. The lender pack was then assembled with the credit team's likely questions answered inside it.
The result
Facility agreed at the first approach to a third lender, with the credit committee raising no additional information requests. The model is now maintained in-house and used for monthly board reporting.
Client names are withheld where confidentiality applies. Figures are taken from the engagement record and shared with the client's permission.
Services used on this engagement
Other results
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