Pro Forma Review & Acquisition Advisory

Who It’s For: 

This service is built for investors who need clarity before closing:

• Individuals and family offices evaluating a hotel or condotel acquisition

• Private equity teams without dedicated in-house hospitality expertise

• Existing owners assessing a portfolio addition

• Lenders needing third-party validation of borrower projections

Purpose:

Brokers and sellers present pro formas designed to make a deal look attractive. Aly provides an unbiased second opinion — pressure-testing the numbers against real market data and hands-on operating experience..

Scope:

• Revenue assumptions (ADR, occupancy, RevPAR, segmentation)

• Expense structure and operating ratios

• Market and comp set context

• Renovation or repositioning projections

• Red flags and missing information

Deliverables:

• Written executive summary with go / no-go signals

• Annotated review of the original pro forma

• Revised projection model based on realistic assumptions

• Follow-up questions to bring back to the seller

• 30-minute findings call