Capital Planning
Valuation
Research & Analysis
Coastal Agency advisors have specialized knowledge and experience in financial planning, investment analysis, and risk management. Building a comprehensive financial plan for an investment can be time-consuming and complex. We provide peace of mind, expertise, and customized solutions to help you achieve your financial goals effectively. Further, we provide ongoing support and guidance as your goals evolve and adjust your financial plan as needed to ensure it remains aligned with your objectives.
Business
Commercial Real Estate
Coastal Agency advisors will build a financial plan for a business loan to improve your chances of securing financing, optimize loan terms, mitigate risks, and enhance your overall financial strategy. We possess expertise in analyzing financial statements, cash flow projections, and other relevant financial data to help you present a comprehensive and well-structured financial plan to potential lenders, enhancing your credibility. Beyond securing the loan, we help you develop a robust financial strategy that aligns with your business objectives. This may include optimizing working capital management, identifying growth opportunities, or restructuring debt to improve financial performance.
Group 360-Jan-23-2024-05-35-57-6999-AM

Equipment Financing Plan

Building a financial plan for a business equipment loan can provide expertise, customized solutions, and strategic guidance to help you acquire the necessary equipment while optimizing your financial position and achieving your business goals. Coastal Agency advisors specializing in business finance have experience and expertise in equipment financing specifically. They understand the nuances of financing options for purchasing equipment, such as equipment loans, leases, or equipment financing agreements. Our advisors will assess your business's unique needs, financial situation, and equipment requirements to tailor a financing solution that best fits your circumstances. The key reasons for working with a Coastal Agency equipment financing advisor are:

  • Equipment financing expertise
  • Options comparison
  • Favorable loan terms
  • Determine long-term impacts
  • Risk mitigation
Group 390-May-11-2024-07-08-46-7901-AM

Strategic Expansion Plan

Coastal Agency advisors specializing in financial planning have expertise in managing working capital effectively. They can analyze your business's cash flow, liquidity needs, and working capital cycle to determine the optimal financing required for expansion while maintaining adequate liquidity. We develop a strategic roadmap for integrating systems, processes, and personnel and implementing growth initiatives to drive value creation. Our advisors help businesses grow and execute strategic plans aligned with their long-term goals and objectives. They can help you determine the appropriate loan amount, term, interest rate, and repayment schedule to support your expansion plans without putting undue strain on your working capital. The key reasons for working with a Coastal Agency advisor to acquire working capital are:

  • Develop a roadmap
  • Optimize capital structure
  • Risk analysis
  • Favorable loan terms
  • Strengthen competitive advantage
Group 390-May-11-2024-07-12-50-0188-AM

Business Acquisition Plan

Coastal Agency advisors can help structure the financing for a business acquisition to optimize your capital structure and minimize the cost of capital. An advisor’s expertise and guidance can be instrumental in achieving a successful outcome and realizing your growth objectives. We create detailed financial models and projections to estimate the future performance of the acquired business. These projections are essential for determining the feasibility of the acquisition, assessing its impact on your overall financial position, and securing financing. To determine the most suitable and cost-effective solution, we thoroughly evaluate your financing options, including bank loans, private investment, seller financing, or a combination thereof. The key reasons for working with a Coastal Agency acquisition advisor are:

  • Optimize capital structure
  • Detailed financial analysis
  • Value creation opportunities
  • Identify potential risks
  • Favorable loan terms
Coastal Agency advisors specializing in real estate possess in-depth knowledge of the commercial property market, including trends, valuation techniques, and financing options. They can provide expertise, customized solutions, and strategic guidance to help you navigate the complexities of the real estate market, optimize financing, mitigate risks, and achieve your investment objectives effectively. Our advisors will explore various financing options for purchasing commercial real estate, such as conventional mortgages, SBA loans, commercial bridge loans, or private financing. They can analyze the terms and conditions of each financing option and recommend the most suitable solution based on your financial situation and risk tolerance.
Group 360-Jan-23-2024-05-35-57-6999-AM

Commercial Real Estate Acquisition Plan

Coastal Agency advisors conduct a thorough financial analysis and due diligence on the commercial property you intend to purchase. They will assess factors such as property valuation, rental income potential, operating expenses, vacancy rates, lease terms, and market trends to evaluate the investment viability and determine the appropriate loan amount and terms. They can provide valuable insights into loan products, interest rates, loan terms, and qualification requirements, helping you navigate the complexities of securing financing for your real estate purchase. Our advisors can identify and mitigate potential risks associated with commercial real estate loans, such as interest rate, credit, prepayment, or property-specific risks. The key reasons for working with a Coastal Agency advisor to acquire a commercial real estate loan are:

  • Expertise financial analysis
  • Leverage due diligence
  • Optimize loan structure
  • Favorable loan terms
  • Risk analysis

Capital Planning Roadmap

Connect with an advisor
Connect with an advisor
  • Determine your goals
  • Gather asset information
  • Provide personal information
Financial analysis
Financial analysis
  • Review financial health
  • Risk assessment
  • Future projections
Loan planning
Loan planning
  • Review market trends
  • Optimize capital structure
  • Determine scenarios
Develop plan
Develop plan
  • Build assumptions
  • Mitigate risks
  • Finalize estimated loan amount
Presentation
Presentation
  • Discuss findings
  • Address concerns
  • Recommend next steps
Broker's opinion of value (BOV) serves as a valuable tool in the business and real estate industries, providing stakeholders with useful insights, facilitating decision making, and helping to mitigate risks. A BOV provides a relatively quick and cost-effective way to estimate the value of a business or real estate property. This can be useful for both buyers and sellers who need an initial understanding of an asset's worth before proceeding with more detailed appraisals or negotiations.
Business
Real Estate
A business BOV provides insights, facilitates negotiations, and ensures that transactions are based on realistic expectations of the business' worth. In negotiations, a BOV serves as a reference point for discussions on pricing and terms. It helps both parties understand each other's perspectives and facilitates constructive talks to reach a mutually acceptable agreement. Coastal Agency business advisors evaluate various factors, including a business's financial performance, market position, growth potential, and operational efficiency, when determining its value
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Business BOV

A BOV is an early-stage assessment of the business's worth. This allows buyers and sellers to gauge whether the asking price or offer is reasonable before engaging in a more detailed conversation. Preparing a business BOV in advance can streamline buyers' and sellers' due diligence processes. It ensures that all parties clearly understand the business's worth and can focus on addressing other aspects of the transaction. Further, lenders may consider a business BOV when evaluating loan applications for business acquisitions. While it may not replace a formal business valuation, it provides lenders with additional information about the business's financial health and market value. The key reasons for working with a Coastal Agency licensed business broker for a BOV are:

  • Build pricing strategies
  • Demonstrate credibility
  • Highlight financial performance
  • Due diligence preparation
  • Determine financing opportunities
Coastal Agency advisors deeply understand their local real estate markets, including recent transactions, market trends, and demand dynamics. A real estate BOV provides a relatively quick and cost-effective way to estimate the value of a property. Their opinions of value draw on this knowledge and provide valuable insights into how a property compares to others in the market. This provides a baseline understanding of the property's worth, allowing stakeholders to assess potential risks and opportunities more effectively. Further, it can be helpful for lenders, buyers, and sellers who need an initial understanding of a property's worth before proceeding with more detailed appraisals or negotiations.
Group 360-Jan-23-2024-05-44-09-9335-AM

Residential Real Estate BOV

A residential BOV is valuable for buyers, sellers, and lenders alike. It provides market insights, facilitates informed decision-making, and helps ensure that real estate transactions are based on realistic expectations of a property's value. Coastal Agency advisors can provide guidance on a competitive and realistic listing or offer price by considering factors such as recent comparable sales, market conditions, and property features. In negotiations, a BOV serves as a reference point for discussions on pricing and terms. It can help buyers and sellers understand each other's perspectives and facilitate fair and productive negotiations. The key reasons for working with a Coastal Agency licensed real estate broker for a BOV are:

  • Accurate marketability assessment
  • Pricing guidance
  • Informed decision making
  • Productive negotiations
  • Determine financing opportunities
Group 360-Jan-23-2024-06-15-19-9401-AM

Commercial Real Estate BOV

A commercial real estate BOV is helpful for various stakeholders involved in commercial real estate transactions, including investors, developers, landlords, tenants, and lenders. Coastal Agency advisors deeply understand local, regional, and national real commercial estate markets. Their BOVs draw on this knowledge, providing valuable insights into market trends, comparable sales data, vacancy rates, rental rates, and demand dynamics. Our advisors assess financial metrics to facilitate informed decision-making and help ensure that commercial real estate transactions are based on realistic expectations of a property's value. The key reasons for working with a Coastal Agency licensed commercial real estate broker for a BOV are:

  • Accurate marketability assessment
  • Build pricing strategies
  • Highlight financial performance
  • Productive negotiations
  • Determine financing opportunities

Valuation Roadmap

consultation-1
Connect with an advisor
  • Determine your goals
  • Provide asset information
  • Start document collection
search (1)
Asset evaluation
  • Conduct physical inspection
  • Review financial health
  • Establish industry benchmarks
find
Market research
  • Comparable transactions
  • Industry trends
  • Influential market factors
valuation (2)
Valuation
  • Determine non-tangible factors
  • Apply multiple methodologies
  • Finalize estimated value
training-program-1
Presentation
  • Discuss findings
  • Address concerns
  • Recommend next steps
Coastal Agency advisors have specialized knowledge and experience in market and investment research. They offer a comprehensive, objective, and strategic approach to decision-making, ultimately helping investors and companies mitigate risks and maximize returns on their investments. They understand the methodologies and best practices needed to gather and analyze relevant data effectively and have access to a wide range of data sources, research tools, and industry contacts to provide an unbiased viewpoint on market trends and investment opportunities.
Business
Commercial Real Estate

Coastal Agency advisors bring expertise, objectivity, and strategic guidance, making them valuable partners in decision-making. Our advisors customize their research approach to address their clients' specific needs and objectives. They can focus on key market segments, customer demographics, competitive landscapes, and opportunities. An advisor's research report serves as a valuable decision-support tool, providing the insights and information needed to make informed decisions. This report can help evaluate market opportunities, assess competitive threats, and effectively prioritize investment or exit strategies.

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Market Analysis

Working with a Coastal Agency advisor to obtain a market analysis report before buying or selling a business provides valuable insights, risk mitigation, and strategic guidance throughout the transaction process. Advisors leverage their expertise to help clients achieve their objectives and maximize the value of the transaction. Our advisors provide in-depth analysis of the target market, including industry trends, competitive dynamics, and customer preferences. This insight helps buyers and sellers understand the market landscape and assess the business's position. The key reasons for working with a Coastal Agency advisor for a business market analysis are:

  • Market insight
  • Risk assessment
  • Decision support
  • Determine strategic alignment
Group 390-May-11-2024-06-42-30-3498-AM

Investment Analysis

Coastal Agency advisors objectively assess the investment opportunity, considering factors such as market conditions, financial performance, and potential risks. This objectivity helps buyers make informed decisions based on data-driven analysis rather than emotions or biases. Advisors can identify potential market threats, regulatory challenges, and competitive risks that may impact the success of an investment strategy, helping clients mitigate these risks effectively. This report will provide strategic guidance based on their research findings, assisting clients to align their investment decisions with their overall business objectives. Our advisors recommend market strategies, product positioning, competitive differentiation, and long-term growth opportunities. The key reasons for working with a Coastal Agency advisor for a business investment analysis are:

  • Objective evaluation
  • Financial analysis
  • Risk assessment
  • Due diligence
  • Investment strategy
Coastal Agency advisors possess specialized knowledge and expertise in commercial real estate markets. They understand market trends, property valuations, rental rates, and investment opportunities, providing valuable insights to clients. Our advisory services provide clients with the expertise, resources, and support they need to navigate complex real estate transactions, optimize portfolio performance, and achieve their investment objectives. We offer a range of benefits to investors, developers, landlords, tenants, and other stakeholders involved in commercial property transactions. Our advisors conduct thorough due diligence, assess market risks, and develop risk management strategies to protect clients' interests and investments.
Group 390-4

Market Analysis

Coastal Agency advisors bring specialized knowledge and experience in developing a commercial real estate market analysis. Our advisors provide customized insights into local market conditions, including demographic trends, employment growth, population dynamics, and development activity. Advisors can identify investment opportunities within the market, such as undervalued properties, redevelopment potential, or emerging submarkets. This helps clients capitalize on opportunities to acquire or dispose of properties strategically. This report provides forecasts and projections to anticipate market movements and plan investment strategies, including rental rate trends, absorption rates, and capitalization rate expectations. The key reasons for working with a Coastal Agency advisor for a commercial real estate market analysis are:

  • Market forecasting
  • Customized analysis
  • Investment opportunities
  • Risk assessment
  • Decision support
Group 390-May-11-2024-06-42-30-3498-AM

Investment Analysis

Coastal Agency advisors bring specialized knowledge and experience in commercial real estate investment analysis. They understand market trends, property valuation techniques, and investment strategies, providing valuable insights to clients. They thoroughly analyze market conditions, property fundamentals, and financial performance to assess the investment's viability. Our advisors identify and evaluate potential risks associated with commercial real estate investments, including market, property-specific, and financing risks. By understanding these risks, advisors help clients develop risk mitigation strategies and make informed investment decisions. The key reasons for working with a Coastal Agency advisor for a commercial real estate investment analysis are:

  • Objective evaluation
  • Financial analysis
  • Financial analysis
  • Risk assessment
  • Investment strategy
Group 390-May-11-2024-06-48-56-5283-AM

Decision Analysis

Coastal Agency advisors tailor their decision analysis reports to our client's needs and objectives. Whether the goal is to optimize asset allocation or maximize investment returns, we provide customized solutions to meet your requirements. This report focuses on users' dilemma regarding leasing, sale-leaseback, and sub-leasing options. It provides clients with valuable insights and strategic guidance to help them optimize their real estate decisions and achieve their business objectives. Our advisors evaluate the property's holding period and disposition strategy. This includes projecting cash flows, calculating return metrics, and conducting sensitivity analyses to assess risk factors. The key reasons for working with a Coastal Agency advisor for a commercial real estate decision analysis are:

  • Comparative analysis
  • Risk assessment
  • Financial modeling
  • Strategic optimization
  • Valuable insights

Research & Analysis Roadmap

consultation-1
Connect with an advisor
  • Determine your objectives
  • Establish scope of work
  • Data collection
find
Research
  • Data analysis
  • Financial analysis
  • Risk assessment
g1353-1
Draft report
  • Market analysis
  • Customize to objectives
  • Review and feedback
licensing
Final report
  • Update revisions
  • Opportunity analysis
  • Implementation strategies
training-program
Presentation
  • Discuss findings
  • Address concerns
  • Recommend next steps

Connect with an Advisor