Four disciplines
The services stay connected without becoming interchangeable. Every discipline has its own purpose, its own boundary and its own place in the decision.
Clarity before commitment.
Before you commit
Are you prepared?
Understand where you stand, what the numbers say and what documentation or positioning needs attention before a major purchase or opportunity.
Boundary: This work prepares the client and the information. It does not identify or arrange outside financing.
Before the structure is set
Does the business decision make sense?
Evaluate the operating model, acquisition, growth plan and ownership questions that shape the opportunity.
Boundary: This discipline shapes the business decision. It is separate from the financing used to fund it.
Before you make an offer
Does the property opportunity make sense?
Look beyond the listing to the market, the economics, the risk and the role the asset plays in the larger plan.
Boundary: Advisory analysis supports the decision. A properly licensed broker or other professional handles regulated transaction activity.
When the objective is defined
What outside capital resources fit the objective?
Clarify the capital need, understand relevant financing categories and, where appropriate, connect with independent third-party financing providers.
Boundary: Derivitas is not a lender and does not make credit decisions. Providers determine eligibility, underwriting, rates, fees and terms.
Begin a preapplicationHow the parts connect