There’s a whole lot to this “doing business” thing…

reporting & CONSULTING services

Equity & Debt Finance

CRE new construction, new business launch, post-launch business growth capital – it’s all found within what is known as “due diligence reporting”. Our principals have decades of experience in these matters.  Project feasibility studies, valuation analyses, pro forma financial presentations, pre-offering disclosures, offering due diligence, bank loan submissions, business operating plans, regulatory compliance plans, and a whole lot more.  Sometimes a lot of work has to go into proving to people that your business deal is that one deal – in the sea of junk – that warrants serious underwriting attention.  We will help you get to the table by providing you with timely reports that fully illustrate the nature of the opportunity – reports that provide that concrete third-party evidence to help substantiate what you are telling people is likely to happen if it all works out.  We support CRE developers (acting as issuers), securities broker-dealers (sell-side of the deal), investors (buy-side of the deal), and other interested stakeholders by providing the facts and forecasts that rely upon Heuristic modeling approaches to try and keep things simple and easy in a complex business transaction environment.  We are audacious enough to believe we can support your needs as well.


When you start the capital finance underwriting process it pays to remember the fact that all investors and banks know about you and your opportunity is reflected in your planning documents.  A business plan (i.e., capital funding proposal) is just the starting point.  As you get deeper into the underwriting process you will likely have to produce the detailed operations plan, regulatory compliance plan, employee management plan, vendor risk management plan, marketing plan, fraud control plan, financial reporting plan to demonstrate you are ready to do business.  RTMS routinely drafts these plan documents and provides integral planning support consulting aimed at maximizing your opportunity for a successful outcome.  A plan without a back-up is a failure waiting to happen.  With RTMS in your corner, you can stop planning on failing to check these important underwriting boxes.


Every capital financing opportunity relies upon projections and forecasts as to the future outcome of operations and the financial reporting and forecasting has to reflect the sober realities of the current capital markets investment expectations.  RTMS creates pro forma financial models and forecast reports that offer the in-depth detail underwriters crave, while also providing graphics-rich summary documents intended to start those important conversations that can lead to a closed deal.  Our typical program includes all of the main FASB schedules as well as the supporting department schedules presented in terms of annual reporting and month-by-month reporting for a 5-year forecast period.  Our modeling is used as a back-check of market feasibility report empirical assumptions and key conclusions.  Typical turnaround on these assignments is less than two (2) weeks and includes a separate disclosure on the means and methods attending the financial forecast.  If you need to do it by the numbers, RTMS has yours.


    Our business management consulting focuses on the goals of obtaining more capital – by selling a business, acquiring additional businesses, or financing an existing or proposed business.  Our focus is on CRE development projects, yet clients in B2B, D2C, and B2C verticals have found our services to be cost-efficient, timely, and goal-driven towards their desired outcome.

    More specifically, turn to RTMS for the support you need in:

    • Mergers & Acquisitions.  Whether it is structuring the deal, negotiating the transaction, or drafting the initial specimen documents, you can lean on our experience to find creative solutions intended to maximize the opportunity to buy or sell a business opportunity.
    • Commercial Real Estate Development.  CRE new development projects can be challenging and we offer an end-to-end service approach that covers all phases of the project’s development, operations, contracting, funds custody, capital financing, and regulatory compliance.  We can do it all because we have done it all, yet you have the option to decide whether we do it all or fill in the gaps.
    • Pre-Offering Solicitation & Marketing.  Under the new SEC rules (i.e., Final Rule No. 33-10884) you can commence the investor discussion and information sharing processes pursuant to new Rule 241 or Rule 206.  We provide the necessary disclosure pitch decks and supporting elements designed to maximize your opportunity for a successful launch of your future capital raise.
    • Offering Compliance.  Compliance with the new SEC rules regarding private placement offerings is not optional.  The key to success lies in understanding how to use the new rules to maximize your opportunity for a successful outcome and leverage risk.  We provide comprehensive underwriting due diligence support consulting and documentation services designed to help you get the deal into the capital markets as quickly as possible.
    • Dispute Resolution.  Business operations, sales, mergers, shareholder agreements – the list of possible sources of disputes can be endless.  Turn to us to find that reasonable middle ground where there can be a potential opportunity for everyone to walk away as a winner.  Experience, creativity, and empathy make our approach one we believe to be a unique value proposition.



    Let’s finish your journey together


    Fill out the contact form bellow and schedule a consultation!