Selected Work

Harmony Haven — 8‑Bed RAL (Plano / DFW)

Home‑style assisted living blueprint emphasizing safety, staffing, compliance, and resident experience.

• Texas HHS small‑group home requirements
• Staffing ratios and training plan
• FF&E, accessibility, and life‑safety retrofits

Hybrid Financing — SBA + Seller Standby

Pairing SBA senior debt with a seller standby note to reduce equity at close while aligning incentives.

• Example split: 75% SBA / 10% Buyer / 15% Seller Standby
• Standby terms compliant with SBA guidelines
• Clear seller upside via interest income

Investor Readiness & Diligence

Pitch deck outlines, KPI dashboards, and a diligence checklist for ethical investor outreach.