Signs you are here
- A resort or wellness property has real demand but an operating model that does not work.
- The owner needs a financial model that ties the mission to the numbers.
- A new concept needs a reality check before capital goes in.
- The team needs an outside operator to audit what is happening on site.
How I work it
- DiligenceAudit the operation and talk to the whole team.
- Model itWhat it costs to run, what it should charge, and what has to be true.
- Plan itThe changes that matter, in order.
- Stay on itAs an advisor or owner's representative through execution.
Where I have done it
Questions
What does an owner's representative do?
Sits on the owner's side of the table. I make sure the operator, the contractors, and the capital are all working toward the owner's plan, and I flag problems before they get expensive.
Do you advise outside California?
Yes. Mendocino County, Santa Fe, Denver, and the Dominican Republic. The location matters less than whether the problem is interesting.
Do you work with wellness and retreat properties?
Yes. I advised Whispertree in Mendocino County and Oya New Earth in the Dominican Republic on strategy, operations, and financial structure.