Why do I need a financial advisor?
A financial advisor is crucial for a school in the process of making large financial decisions. We offer advice and guidance on any site selection, financial practices, or transactions.
For any big change or decision, a financial advisor should be present. An advisor is legally required to advocate for the school's interests. This separates them from an underwriter who cannot look out for a school's interests because they are legally required to act as a fiduciary for the investors alone.
Your Advocate at
Every Step
A facility project brings together developers, lenders, underwriters, architects, attorneys, contractors, and other professionals. Each plays an important role—but each also has their own responsibilities and objectives.
As your financial advisor, we help you evaluate recommendations, ask the right questions, and understand your options so you can make decisions with confidence. Our role is to protect your interests throughout the entire process.
Financial Advisory Services
RoundTable Funding guides schools through major financial decisions and helps them evaluate, structure, and execute the financing that best supports their goals. Listed below are just some of the ways we help lessen your load.
We will connect you to valuable vendors and give you the general advice needed to start or improve your school. Including such areas as enrollment, charter applications, 501C3 timing, leadership, grants and bridge loans, marketing, and business management.
We will prepare and maintain your budget to help you understand what you can afford.
We will negotiate on the school's behalf for more favorable loan or bond terms.
We will offer support in deciding whether to terminate a lease and position yourself for success afterwards.
We will make sure the Site Appraisal, the Environmental Report, the Traffic Study, the ALTA Survey, and the Title Report of the new property are all done on time.
We will coordinate the Facility Inspections and correspondence with the Real Estate Agent.
The Due Diligence process on large financings is extensive. We will track it for you.
We will spearhead the creation of the GMP.
We will look at your financials and examine your situation to give the best advice on your next big financial decision.
We have extensive experience working with Authorizers. We can offer important advice on how to impress them.
We will use a competition-based RFP process to select the highest value underwriter if a bond is used.
If a bond is used, we will identify the appropriate issuer and create your Bond Financing Application.
Each school looking to do a bond will need legal counsel. We will help you select the right one.
We will use a competitive-driven RFP process to select the highest value Contractor and Architect for your project's specific needs.
We will help you navigate any Zoning and State Intercept obstacles.
We will oversee the DACA process and the request for Builder's Risk Insurance
We will engage an owner's rep or act as one ourselves while also doing all Pay Apps.