Advisory · Wellness Resort

Whispertree

A stunning property with real demand, and a plan to match.

Advisor · Mendocino County

Whispertree

The problem

The vision and the land were already there. The opportunity was to build an operating model and a financial plan as strong as both.

What I did

I advised on the strategy, the operations, and the financial model: what it costs to run, what it should charge, what had to change, and what has to be true. That took real diligence, auditing the operation and talking to the whole team, and it produced a plan that lets the owner balance the mission with a resort that performs.

The details

AssetWhispertree
MarketMendocino County, California
My roleAdvisor
ScopeStrategy, operations, financial modeling, diligence

If something is stuck, I'm interested.

Tell me what you're working on.

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