Brain Partners brings strategic CFO and mortgage brokerage services to business owners, real estate operators, and multi-generational families.

At our center, we are disciplined CFOs anchored by fundamentals. Our passion is partnering with owners and executives to manage/unlock cash, find/unlock value, forecast true growth, and develop business plans for step-by-step execution. 

By pairing sound business strategy with technical skills such as financial modeling, Python development, and business intelligence systems, we enhance our clients' knowledge, available liquidity, and ability to operate at a long-term, sustainable profit.

- Corporate financial forecasting & management (monthly/annual 3-statement models)
- Business valuation modeling (WACC determination, DCF)
- Deep pricing & revenue modeling
- Business planning (written plan anchored by fundamentals)
- Investment / treasury / accounting policy formation
- Exit & succession planning
- Liquidity / debt plan formation & management
- Project / construction financial planning

As capital markets brokers, we can arrange traditional and non-traditional financing for real estate acquisitions, ground-up development, and recapitalizations. Our relationships include institutional asset managers, bulge-bracket / middle-market PEs, and family offices.

Our ideal clients are:
- Real estate developers, 
- Multi-generational family businesses / property owners with complex needs 
- Small-to-medium sized businesses in commercial real estate, home services, commercial services, light industrial/manufacturing, distribution, construction, and homebuilding looking for strategic guidance, accounting, or financial modeling

Brain Partners

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