Managing Different Shareholder Constituencies in a Private Company Sale Process
Credentials Jan052009
1. Statement of Credentials For: Stakeholders, Creditors & Lenders Invested in the Real Estate Sector United States and the Caribbean
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7. The Monticello Group, LLC integrated team is able to assist Home-Builders / Real Estate Developers & their stakeholders to deal with the current crisis Ÿ Crisis management - Liquidity assessment - Short term cash flow forecast - Immediate actions to raise cash Ÿ Financing / debt issues - Borrowing and collateral availability - Covenant defaults - Lender / creditor negotiations Assess & Stabilize Ÿ Comprehensive operational assessment Ÿ Turnaround plan development - Action plans - Cost reductions Ÿ Business plan development Ÿ Financial projections Evaluate & Execute Optimize the Capital Structure Ÿ Valuation analysis Ÿ Debt capacity assessment Ÿ Financing options Ÿ Financial restructuring alternatives Ÿ Restructuring planning and execution RESTRUCTURING EXPERTISE REAL ESTATE DEVELOPMENT AND HOMEBUILDING EXPERTISE Ÿ Assess project cash flows - Starts, completions, closures - Inventory positions - Land, lots, WIP, spec homes - Cost to complete - Holding costs - Cancellation issues - Immediate overhead cost reductions Ÿ Project / development funding requirements Ÿ Strategic asset liquidations - Projects / development - Home inventory - Lots / land Ÿ Project / Development Investment - Strategic partnerships / JV’s Ÿ Strategic reviews / back to basics Ÿ Market assessments - Demographics / psychographics Ÿ Project/development assessments - Focus consistent with market - Model proliferation / profitability Ÿ Management and marketing - Refocus sales force - Training and compensation programs Ÿ Cost structure realignment - “Right-size” field and corporate overhead costs M A X I M I Z E V A L U E
8. The Monticello Group, LLC Credentials & Selected Homebuilding / Real Estate Engagements
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14. CORPORATE HEADQUARTERS P.O. Box 4253, Sarasota, Fl. 34230 p. 941-228-9094 f. 941-388-2751 www.monticellogrp.com