HOW WE WORK.
Every engagement starts the same way: with an honest look at where your hotel stands. Where it goes from there — stronger operations, a prepared exit, or a sale — is your call, made with real numbers in front of you.
From first call to a plan.
Start with a conversation.
Use the inquiry form or start with one of the free tools — most owners begin with the Financial Health Check or a complimentary valuation request. Everything you share is confidential from the first message.
A discovery call with the founder.
Thirty minutes, directly with our founder — a hotel CFO and operator, not a salesperson. You talk about the property, what's working, and what you want out of the next few years. If we're not the right fit, you'll hear that too, along with who to call instead.
A fixed-fee assessment.
Engagements begin with a scoped, fixed-fee assessment — an Exit Readiness Assessment if a sale is on your horizon, an AI Readiness Assessment for technology, or a financial foundation review for CFO work. You get the findings and the plan either way, and the fee is credited toward whatever comes next.
The right path, at your pace.
From the assessment, most owners take one of four paths:
Advisory clients are never obligated to list with us. Most don't sell at all — they leave with better numbers and a stronger business. When an owner does decide to sell, the relationship continues into the process below. That's the model: earn the transaction by being worth keeping around.
The sale process, listing to close.
Six phases. You keep running the hotel; we run the process — and you know what's happening at every stage.
Valuation & Positioning
We build the valuation the market will have to argue with: trailing-12 financials, Florida market comps, cap rate trends, and the operational story behind the numbers. Pricing is grounded in evidence — that's what lets us defend it later.
- check_circleTrailing-12 Financials
- check_circleFlorida Market Comps
Confidential Marketing
Discretion first: staff, guests, and competitors don't learn your hotel is for sale. The property is presented under NDA to qualified buyers — our curated buyer list, targeted outreach, and co-brokerage relationships — before any public exposure, and only with your approval at each step.
“Confidentiality isn't a feature. It's the foundation.”
Buyer Vetting
Every prospective buyer is screened before they see your numbers: proof of funds or financing capacity, track record, and fit. Tire-kickers and competitors fishing for information never get past this phase.
Tours & Presentations
Property visits scheduled around your operation and staged to protect confidentiality, with presentations that showcase what a buyer is actually purchasing: the operation, the market position, and the upside.
Negotiation
We run the offer process and negotiate with your interests first — using the prepared financials and comps to hold the price we set in Phase 1. Prepared sellers don't renegotiate in due diligence; that's the point of everything that came before.
Closing Coordination
We work alongside your attorney and the buyer's counsel to keep the purchase agreement, title, diligence, and closing logistics on track — through to the wire transfer and the handover plan.
What to expect.
Direct access
You work with the founder, not an account manager.
Honest timelines
Assessments run 2–4 weeks. Exit preparation runs months to two years, by design. A well-run sale typically takes 6–12 months from listing to close.
What we'll need from you
Access to your financials and systems, and an hour or two of your time in the early weeks. We do the heavy lifting.
Confidentiality throughout
NDAs before numbers, no public exposure without your sign-off, and no one at your property needs to know until you decide they should.
Asked by nearly every owner.
What does the first conversation cost?
Nothing. The discovery call and the free tools carry no fee and no obligation. Paid work starts only when we agree on a scoped, fixed-fee assessment.
Do I have to sell to work with you?
No — most advisory clients aren't selling. The practice is built so that if you ever do sell, you're prepared; whether you do is entirely your decision.
Who actually does the work?
The founder — a career hotel CFO and operator. No handoffs to junior staff. Where specialists are needed (legal, environmental, title), we coordinate with yours or refer trusted ones.
How do fees work?
Assessments are fixed-fee and credited toward subsequent engagements. Retainers are flat monthly amounts agreed in advance. Transaction representation is commission-based and disclosed in the listing agreement — nothing is charged that wasn't agreed in writing first.
How is confidentiality protected during a sale?
Buyers sign NDAs before receiving any financials, marketing is targeted rather than public, tours are staged discreetly, and your staff learns about the sale when you choose — not before.
Start with the numbers.
Confidential · No fee for the first conversation · No listing obligation
Real estate brokerage services provided through Florida Realty Investments, Licensed Real Estate Broker.