Financial and Income Overview
Catalina Finance & Consulting can provide a financial and income analysis to suit your own personal financial position against any complex you are considering.
The majority of prospective purchasers look at and consider the net profit that is being advertised on a complex that is for sale.
This amount at times seems most attractive however the MOST important consideration that is overlooked is what your financial position will look like after taking the following into consideration.
- How much will loan repayments be?, either interest only or principal and interest.
- Are there costs not included in For Sale figures? - Example body corporate and rates associated with the managers unit.
- What will the tax liability be on net taxable profit?
These are only a few of the possible adjustments that will need to be made to the FOR SALE figures to fully analyse your end profitability and surplus cash flow available to meet your personal needs and/or other investment strategies.
Example Financial Overview
This document has been completed on a dummy complex and provides a clear example of your net position after all expense considerations as mentioned above.
The use of this tool also provides vital statistics regarding returns on the business which form a key component in our assessment of fair market price range.
This analysis can be adjusted to suit your own personal circumstances as well as various loan structures that suit your own personal needs.
Please contact us to complete an analysis for you.
"I can’t speak highly enough of Barry Maller, at Catalina Finance. Being new to the management rights industry we were on a steep learning curve, but from day one Barry was always on hand to provide exceptional guidance and support. During the selection process Barry’s years of experience and knowledge showed as he considered all the associated risks with each of the businesses. At no time did we feel pressured and we really appreciated his patience and honesty throughout the entire process."
Craig & Robyn - Brissett, Akama Resort, Hervey Bay