Owner & Asset Advisory
Independent operating judgment for owners assessing performance, management decisions, capital priorities or a change in direction.
A clearer basis for the owner’s next decision.
Pinnacle reviews the operating business behind the monthly report: the forecast assumptions, commercial mix, labor position, capital needs and management response. We identify where ownership needs a decision and follow material issues through the agreed review cycle.
We work for ownership while maintaining a constructive relationship with management, brands, lenders, advisors and the property team.
What the mandate may include
- Budget and forecast review
- Monthly operating and commercial performance review
- Management-company and brand coordination
- Capital planning and project prioritization
- Cash-flow, cost and labor analysis
- Owner reporting and decision support
- Operational risk and standards review
- Repositioning, operator selection and transition support
Reporting that identifies the decision
Ownership receives a concise account of what changed, what management is doing, the likely financial effect and where a decision is required.
Engagement structure
Advisory can be retained for a specific review, a 90-day performance mandate, a management transition or ongoing owner representation.